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iShares Short Maturity Bond ETF
NEAR

206 hedge funds and large institutions have $2.92B invested in iShares Short Maturity Bond ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 42

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

27% more capital invested

Capital invested by funds: $2.29B → $2.92B (+$624M)

10.36% more ownership

Funds ownership: 66.23% → 76.59% (+10%)

8% more funds holding

Funds holding: 190 → 206 (+16)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
35
Increased
97
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$182M
3
UCFA
United Capital Financial Advisors
Texas
+$112M
4
CWM
Cornerstone Wealth Management
Missouri
+$42.1M
5
UBS Group
UBS Group
Switzerland
+$41.9M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$215M
2
BlackRock
BlackRock
New York
-$71.4M
3
ONB
Old National Bancorp
Indiana
-$10M
4
SAS
Sage Advisory Services
Texas
-$7.94M
5
Principal Financial Group
Principal Financial Group
Iowa
-$6.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
51
Friedenthal Financial
New Jersey
$3.91M +$8.92K +178 +0.2%
JWM
52
Jackson Wealth Management
Florida
$3.8M +$3.8M +75,710 New
BCI
53
Brinker Capital Investments
Pennsylvania
$3.76M +$431K +8,599 +13%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$3.71M -$88.9K -1,773 -2%
SWP
55
Stratos Wealth Partners
Ohio
$3.67M +$2.16M +43,175 +144%
LFAS
56
Level Four Advisory Services
Texas
$3.46M -$57.9K -1,154 -2%
FLA
57
Financial Life Advisors
Texas
$3.43M +$727K +14,499 +27%
CAN
58
Cetera Advisor Networks
California
$3.37M +$477K +9,519 +17%
IFS
59
Ifrah Financial Services
Arkansas
$3.33M +$3.33M +66,421 New
SCA
60
Snowden Capital Advisors
New York
$3.27M +$70.5K +1,406 +2%
FAM
61
Formidable Asset Management
Ohio
$3.15M +$3.15M +62,833 New
SP
62
Sarasin & Partners
United Kingdom
$2.99M -$2.01M -40,000 -40%
WP
63
WealthPLAN Partners
Nebraska
$2.99M -$25.5K -508 -0.8%
KFGK
64
Keystone Financial Group (Kentucky)
Kentucky
$2.97M +$428K +8,534 +17%
Citadel Advisors
65
Citadel Advisors
Florida
$2.95M +$2.95M +58,747 New
SHGA
66
Sand Hill Global Advisors
California
$2.78M +$2.78M +55,360 New
WC
67
Whitney & Co
New York
$2.74M +$2.74M +54,628 New
WLIM
68
White Lighthouse Investment Management
Massachusetts
$2.67M +$524K +10,460 +24%
FAIM
69
Financial Advocates Investment Management
Washington
$2.52M -$148K -2,943 -6%
CS
70
Comerica Securities
Michigan
$2.47M +$333K +6,633 +16%
HW
71
Hancock Whitney
Mississippi
$2.47M +$787K +15,705 +47%
Deutsche Bank
72
Deutsche Bank
Germany
$2.34M +$572K +11,419 +32%
FAAS
73
First Allied Advisory Services
California
$2.33M +$858K +17,109 +58%
OC
74
Oppenheimer & Co
New York
$2.12M -$14.7K -294 -0.7%
MNG
75
Manning & Napier Group
New York
$2.05M – – –
1 2
3
4 5

NEAR Hedge Fund Activity: Q2 2018 in Review

206 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2018, worth a combined $2.92B — up 27% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NEAR positions and 18 closed out — a net gain of 17 holders — while 97 added to existing stakes and 42 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $338M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $215M sold.

  • 206 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2018, up from 190 in Q1 2018.
  • Funds reported $2.92B of iShares Short Maturity Bond ETF stock for Q2 2018, up 27% quarter-over-quarter.
  • 35 funds opened new iShares Short Maturity Bond ETF positions in Q2 2018 and 18 closed out, a net change of +17 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $338M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2018 was 3EDGE Asset Management, an estimated $215M sold.

Based on aggregated 13F filings for Q2 2018.