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iShares Short Maturity Bond ETF

352 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.57B → $2.94B (+$374M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8.31% more ownership

Funds ownership: 54.38%62.69% (+8.3%)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

2% less funds holding

Funds holding: 359352 (-7)

40% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 149

Holders
352
Holders Change
-7
Holders Change %
-1.95%
% of All Funds
5.93%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
40
Increased
89
Reduced
149
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$8.32M -$57.7K -1,168 -0.7%
WWM
52
Windsor Wealth Management
Indiana
$8.05M +$317K +6,407 +4%
SHGA
53
Sand Hill Global Advisors
California
$8.04M -$1.75M -35,371 -18%
AWM
54
Axxcess Wealth Management
California
$7.98M -$928K -18,779 -10%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$7.85M -$24.7K -500 -0.3%
NGA
56
Naples Global Advisors
Florida
$7.85M -$883K -17,870 -10%
KA
57
Klingman & Associates
New York
$7.76M -$8.06M -163,145 -51%
CAN
58
Cetera Advisor Networks
California
$7.31M -$1.44M -29,207 -16%
WA
59
Waverly Advisors
Alabama
$7.16M +$7.19M +145,433 New
SPIA
60
Steward Partners Investment Advisory
New York
$6.77M +$235K +4,760 +4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$6.71M +$2.46M +49,749 +58%
VHAM
62
Van Hulzen Asset Management
California
$6.59M +$2.24M +45,243 +51%
Truist Financial
63
Truist Financial
North Carolina
$6.33M +$156K +3,166 +3%
EWA
64
Exencial Wealth Advisors
Oklahoma
$6.22M -$57.9K -1,171 -0.9%
PAG
65
Private Advisor Group
New Jersey
$6.21M +$1.69M +34,178 +37%
GIA
66
Gladstone Institutional Advisory
Florida
$6.07M +$524K +10,599 +9%
BAM
67
Belpointe Asset Management
Nevada
$5.94M -$468K -9,479 -7%
PCMU
68
Paragon Capital Management (Utah)
Utah
$5.55M -$60.7K -1,229 -1%
SLWA
69
San Luis Wealth Advisors
California
$5.53M +$4.81M +97,382 +657%
CM
70
Cornerstone Management
Georgia
$5.48M
ST
71
Spinnaker Trust
Maine
$5.34M -$2.47M -50,047 -32%
RJA
72
Raymond James & Associates
Florida
$5.24M -$6.15M -124,360 -54%
VFA
73
Values First Advisors
Tennessee
$5.18M -$356K -7,212 -6%
OC
74
Oppenheimer & Co
New York
$5.09M -$1.07M -21,622 -17%
NA
75
NewEdge Advisors
Louisiana
$4.96M +$2.81M +56,864 +130%

NEAR Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2022, worth a combined $2.94B — up 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 39 closed out — a net gain of 1 holder — while 89 added to existing stakes and 149 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $247M. The largest seller was Enstar Group, exiting entirely with an estimated $45.4M sold.

  • 352 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2022, down from 359 in Q1 2022.
  • Funds reported $2.94B of iShares Short Maturity Bond ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q2 2022 and 39 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2022 was EP Wealth Advisors, an estimated $247M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2022 was Enstar Group, an estimated $45.4M sold.

Based on aggregated 13F filings for Q2 2022.