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iShares Short Maturity Bond ETF
NEAR

176 hedge funds and large institutions have $1.75B invested in iShares Short Maturity Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 12

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

28% more funds holding

Funds holding: 137 → 176 (+39)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

2% less capital invested

Capital invested by funds: $1.78B → $1.75B (-$33.3M)

2.86% less ownership

Funds ownership: 63.41% → 60.56% (-2.9%)

Holders
176
Holders Change
+39
Holders Change %
+28.47%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
51
Increased
69
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$81M
2
Goldman Sachs
Goldman Sachs
New York
+$35.7M
3
DF
Donoghue Forlines
Massachusetts
+$24.1M
4
3AM
3EDGE Asset Management
Florida
+$21M
5
MP
Manifold Partners
California
+$11.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$90M
2
FA
FDx Advisors
Illinois
-$71.9M
3
UCFA
United Capital Financial Advisors
Texas
-$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
5
BI
Bramshill Investments
Florida
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
51
UBP Investment Advisors
Switzerland
$3.17M +$3.17M +63,226 New
JMPWA
52
JP Morgan Private Wealth Advisors
California
$3.07M -$855K -17,022 -22%
GFPC
53
Global Financial Private Capital
Florida
$3.04M +$1.87M +37,289 +159%
DC
54
Davenport & Co
Virginia
$2.65M -$65.3K -1,300 -2%
AFP
55
Ausdal Financial Partners
Iowa
$2.63M +$1.77M +35,225 +205%
HJA
56
Hugh Johnson Advisors
New York
$2.29M -$1.73M -34,440 -43%
OC
57
Oppenheimer & Co
New York
$2.26M +$950K +18,919 +72%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$2.25M +$1.87M +37,325 +488%
FLA
59
Financial Life Advisors
Texas
$2.25M +$2.26M +44,974 New
CAN
60
Cetera Advisor Networks
California
$2.25M +$680K +13,539 +43%
FWSM
61
First Wilshire Securities Management
California
$2.16M -$510K -10,164 -19%
MCM
62
Makena Capital Management
California
$2.12M -$1.55M -30,781 -42%
DS
63
DRW Securities
Illinois
$2.1M +$2.11M +41,966 New
NA
64
NewEdge Advisors
Louisiana
$2.01M +$304K +6,056 +18%
MNG
65
Manning & Napier Group
New York
$1.94M – – –
IH
66
IFC Holdings
Florida
$1.85M +$216K +4,292 +13%
YWP
67
YorkBridge Wealth Partners
New York
$1.85M +$1.85M +36,830 +61,383%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$1.83M +$239K +4,758 +15%
RJA
69
Raymond James & Associates
Florida
$1.73M -$1.32M -26,234 -43%
IA
70
IFP Advisors
Florida
$1.67M +$380K +7,574 +29%
PAG
71
Private Advisor Group
New Jersey
$1.64M -$629K -12,537 -28%
AI
72
Atria Investments
North Carolina
$1.63M +$282K +5,611 +21%
JGIA
73
Jackson Grant Investment Advisers
Connecticut
$1.62M -$528K -10,519 -25%
FA
74
FDx Advisors
Illinois
$1.55M -$71.9M -1,432,300 -98%
GI
75
GS Investments
Minnesota
$1.48M +$53.7K +1,070 +4%
1 2
3
4 5

NEAR Hedge Fund Activity: Q4 2017 in Review

176 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2017, worth a combined $1.75B — down 1.9% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NEAR positions and 12 closed out — a net gain of 39 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $81M. The largest seller was AllianceBernstein, exiting entirely with an estimated $90M sold.

  • 176 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $1.75B of iShares Short Maturity Bond ETF stock for Q4 2017, down 1.9% quarter-over-quarter.
  • 51 funds opened new iShares Short Maturity Bond ETF positions in Q4 2017 and 12 closed out, a net change of +39 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2017 was Bank of America, an estimated $81M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2017 was AllianceBernstein, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2017.