We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

321 hedge funds and large institutions have $1.85B invested in iShares Short Maturity Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 62.62% → 62.81% (+0.19%)

2% less capital invested

Capital invested by funds: $1.89B → $1.85B (-$39.6M)

3% less funds holding

Funds holding: 331 → 321 (-10)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

11% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 36

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
321
Holders Change
-10
Holders Change %
-3.02%
% of All Funds
4.64%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
32
Increased
103
Reduced
129
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
+$41.8M
2
BI
Bramshill Investments
Florida
+$13.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$10.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
SLWA
San Luis Wealth Advisors
California
-$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$6.14M -$2M -39,802 -25%
LBC
52
Lowe Brockenbrough & Co
Virginia
$6.08M -$80.3K -1,600 -1%
PA
53
Pinnacle Associates
New York
$6.07M +$347K +6,926 +6%
EWA
54
Exencial Wealth Advisors
Oklahoma
$5.62M -$165K -3,299 -3%
PWM
55
Proathlete Wealth Management
Florida
$5.61M +$477K +9,500 +9%
WA
56
Waverly Advisors
Alabama
$5.56M -$102K -2,040 -2%
AWM
57
Ameliora Wealth Management
Switzerland
$5.41M -$1.13M -22,618 -17%
OC
58
Oppenheimer & Co
New York
$5.32M -$36.6K -729 -0.7%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$5.26M -$3.8M -75,751 -42%
CIC
60
Canal Insurance Company
South Carolina
$5.03M – – –
WA
61
WBH Advisory
Maryland
$4.91M +$381K +7,587 +8%
CSWM
62
Cassady Schiller Wealth Management
Ohio
$4.85M -$950K -18,933 -16%
Mariner
63
Mariner
Kansas
$4.81M -$493K -9,822 -9%
SLWA
64
San Luis Wealth Advisors
California
$4.64M -$12.5M -250,078 -73%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$4.61M +$3.82M +76,129 +491%
RFWA
66
RPg Family Wealth Advisory
Massachusetts
$4.29M -$50.6K -1,008 -1%
JSA
67
Jacobson & Schmitt Advisors
Wisconsin
$4.28M +$461K +9,192 +12%
WIA
68
World Investment Advisors
California
$4.18M +$2.41K +48 +0.1%
SA
69
Sanctuary Advisors
Indiana
$4.06M +$4.07M +81,135 New
Citigroup
70
Citigroup
New York
$3.97M +$331K +6,606 +9%
SCA
71
Sage Capital Advisors
South Dakota
$3.67M -$2.71K -54 -0.1%
PWMAG
72
Pinnacle Wealth Management Advisory Group
New Jersey
$3.57M +$322K +6,418 +10%
MA
73
Mutual Advisors
Nebraska
$3.53M +$1.63M +32,523 +87%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$3.49M +$655K +13,062 +23%
ST
75
Smithfield Trust
Pennsylvania
$3.46M – – –
1 2
3
4 5

NEAR Hedge Fund Activity: Q2 2024 in Review

321 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2024, worth a combined $1.85B — down 2.1% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEAR and 32 opened new positions — a net loss of 4 holders — while 129 trimmed existing stakes and 103 added.

The largest buyer was Clearwater Capital Advisors, adding an estimated $41.8M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $14.9M.

  • 321 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2024, down from 331 in Q1 2024.
  • Funds reported $1.85B of iShares Short Maturity Bond ETF stock for Q2 2024, down 2.1% quarter-over-quarter.
  • 32 funds opened new iShares Short Maturity Bond ETF positions in Q2 2024 and 36 closed out, a net change of -4 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2024 was Clearwater Capital Advisors, an estimated $41.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2024.