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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
51
Roble Belko & Company
Pennsylvania
$9.78M +$235K +4,761 +2%
NA
52
NewEdge Advisors
Louisiana
$9.22M -$2.39M -48,345 -21%
HighTower Advisors
53
HighTower Advisors
Illinois
$8.63M -$4.35M -87,974 -34%
Stifel Financial
54
Stifel Financial
Missouri
$8.3M +$1.6M +32,453 +24%
KL
55
KWMG LLC
Kansas
$7.75M +$374K +7,563 +5%
CC
56
Copperleaf Capital
North Carolina
$7.68M +$358K +7,250 +5%
Truist Financial
57
Truist Financial
North Carolina
$7.62M -$8M -161,787 -51%
SCM
58
Smith Capital Management
Arkansas
$7.43M -$737K -14,910 -9%
FLA
59
Financial Life Advisors
Texas
$7.13M +$497K +10,057 +8%
DP
60
Denver PWM
Colorado
$6.99M -$232K -4,684 -3%
PA
61
Pinnacle Associates
New York
$6.87M +$457K +9,238 +7%
RCM
62
Requisite Capital Management
Texas
$6.58M -$16.5M -334,691 -72%
APA
63
American Portfolios Advisors
New York
$6.45M +$651K +13,161 +11%
UIA
64
UBP Investment Advisors
Switzerland
$6.13M +$213K +4,309 +4%
TWM
65
Trinity Wealth Management
Pennsylvania
$6M +$702K +14,197 +13%
ST
66
Spinnaker Trust
Maine
$5.88M -$464K -9,396 -7%
WWM
67
Windsor Wealth Management
Indiana
$5.83M -$187K -3,784 -3%
SAS
68
Sage Advisory Services
Texas
$5.68M +$1.29M +26,074 +30%
PA
69
PFG Advisors
Arizona
$5.43M -$81.4K -1,647 -1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$5.39M -$4.08M -82,439 -43%
GFPC
71
Global Financial Private Capital
Florida
$5.34M -$28.6M -578,971 -84%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$5.34M -$7.25M -146,738 -58%
CM
73
Cornerstone Management
Georgia
$5.26M +$5.2M +105,180 New
AF
74
Advisornet Financial
Minnesota
$5.04M -$725K -14,675 -13%
CF
75
CNA Financial
Illinois
$5M

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.