iShares Short Maturity Bond ETF
NEAR
84 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
162% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 13
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
24% more funds holding
Funds holding: 68 → 84 (+16)
17% more capital invested
Capital invested by funds: $2.32B → $2.71B (+$386M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84.7M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$77.9M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$76M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$29.5M |
| 5 |
Morgan Stanley
New York
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$29.9M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$19.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.95M |
| 4 |
SCA
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
-$2.13M |
| 5 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
76
SignatureFD
Atlanta,
Georgia
| $65K | – | – | – |
|
77
Creative Planning
Overland Park,
Kansas
| $36K | +$10.8K | +217 | +43% |
|
|
ACM
78
Argentus Capital Management
Dallas,
Texas
| $25K | -$6.45K | -129 | -21% |
|
|
AWM
79
Avior Wealth Management
Omaha,
Nebraska
| $16K | +$15.8K | +316 | New |
|
80
US Bancorp
Minneapolis,
Minnesota
| $15K | – | – | – |
|
|
TFA
81
Transamerica Financial Advisors
St. Petersburg,
Florida
| $8K | +$7.8K | +156 | New |
|
|
AA
82
Apriem Advisors
Irvine,
California
| $1K | +$650 | +13 | New |
|
|
MWM
83
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $1K | +$1.7K | +34 | New |
|
|
HW
84
Hancock Whitney
Gulfport,
Mississippi
| – | -$1.97M | -39,430 | Closed |
|
|
WPW
85
Waldron Private Wealth
Bridgeville,
Pennsylvania
| – | -$908K | -18,161 | Closed |
|
|
SI
86
SII Investments
Appleton,
Wisconsin
| – | -$816K | -16,294 | Closed |
|
|
BCI
87
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$10K | -191 | Closed |
|
|
FPFS
88
First Personal Financial Services
Charlotte,
North Carolina
| – | -$5K | -91 | Closed |
|
NEAR Hedge Fund Activity: Q1 2016 in Review
84 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2016, worth a combined $2.71B — up 17% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NEAR positions and 5 closed out — a net gain of 17 holders — while 34 added to existing stakes and 13 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $84.7M. The largest seller was Wells Fargo, cutting an estimated $29.9M.
- 84 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2016, up from 68 in Q4 2015.
- Funds reported $2.71B of iShares Short Maturity Bond ETF stock for Q1 2016, up 17% quarter-over-quarter.
- 22 funds opened new iShares Short Maturity Bond ETF positions in Q1 2016 and 5 closed out, a net change of +17 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2016 was Envestnet Asset Management, an estimated $84.7M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2016 was Wells Fargo, an estimated $29.9M sold.
Based on aggregated 13F filings for Q1 2016.