NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

360 hedge funds and large institutions have $3.33B invested in iShares Short Maturity Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-10
Holders Change %
-2.7%
% of All Funds
7.28%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.42%
New
29
Increased
152
Reduced
133
Closed
34
Calls
–
Puts
$2.63M
Net Calls
-$2.63M
Net Calls Change
-$2.63M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$377M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.6M
3
BFG
3
Beacon Financial Group
Texas
$13.5M
4
SHGA
4
Sand Hill Global Advisors
California
$19.4M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$10.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$39.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$224M
4
Bank of America
4
Bank of America
North Carolina
$307M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
Exencial Wealth Advisors
Oklahoma
$8.11M +$3.96M +79,076 +96%
BCM
52
Brookstone Capital Management
Illinois
$7.89M -$3.95M -78,887 -33%
KL
53
KWMG LLC
Kansas
$7.86M +$95.8K +1,912 +1%
CC
54
Copperleaf Capital
North Carolina
$7.68M -$18.1K -362 -0.2%
SCM
55
Smith Capital Management
Arkansas
$7.55M +$96.4K +1,924 +1%
FLA
56
Financial Life Advisors
Texas
$7.38M +$237K +4,738 +3%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$7.37M +$2.02M +40,346 +38%
PA
58
Pinnacle Associates
New York
$7.35M +$469K +9,365 +7%
DP
59
Denver PWM
Colorado
$7.32M +$307K +6,131 +4%
Truist Financial
60
Truist Financial
North Carolina
$7.01M -$631K -12,594 -8%
APA
61
American Portfolios Advisors
New York
$6.94M +$476K +9,490 +7%
CM
62
Cornerstone Management
Georgia
$6.27M +$1M +19,993 +19%
ST
63
Spinnaker Trust
Maine
$6.08M +$194K +3,875 +3%
WWM
64
Windsor Wealth Management
Indiana
$5.98M +$136K +2,716 +2%
UIA
65
UBP Investment Advisors
Switzerland
$5.96M -$192K -3,823 -3%
ECM
66
ETrade Capital Management
Virginia
$5.92M +$1.54M +30,694 +35%
SW
67
SteelPeak Wealth
California
$5.87M -$7.37M -147,098 -56%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$5.37M +$1.9M +37,997 +55%
TFS
69
TrustCore Financial Services
Tennessee
$5.32M +$3.43M +68,467 +182%
OC
70
Oppenheimer & Co
New York
$5.14M +$1.3M +25,974 +34%
CFGS
71
Concourse Financial Group Securities
Alabama
$5.11M +$257K +5,135 +5%
RCM
72
Requisite Capital Management
Texas
$5.06M -$1.53M -30,547 -23%
CIC
73
Canal Insurance Company
South Carolina
$5.01M – – –
CF
74
CNA Financial
Illinois
$5.01M – – –
RFN
75
RDA Financial Network
Iowa
$4.93M -$26.4K -526 -0.5%
1 2
3
4 5