iShares Short Maturity Bond ETF
NEAR
131 hedge funds and large institutions have $1.59B invested in iShares Short Maturity Bond ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
75% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 32
8% more funds holding
Funds holding: 121 → 131 (+10)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less capital invested
Capital invested by funds: $1.68B → $1.59B (-$94.1M)
9.87% less ownership
Funds ownership: 72.86% → 62.99% (-9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$16.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$11.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.4M |
| 4 |
Morgan Stanley
New York
|
+$9.29M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$133M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$45M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27.2M |
| 4 |
BlackRock
New York
|
-$3.61M |
| 5 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$3.51M |
NEAR Hedge Fund Activity: Q2 2017 in Review
131 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2017, worth a combined $1.59B — down 5.6% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NEAR positions and 10 closed out — a net gain of 12 holders — while 56 added to existing stakes and 32 trimmed.
The largest buyer was 3EDGE Asset Management, adding an estimated $16.4M. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $133M sold.
- 131 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2017, up from 121 in Q1 2017.
- Funds reported $1.59B of iShares Short Maturity Bond ETF stock for Q2 2017, down 5.6% quarter-over-quarter.
- 22 funds opened new iShares Short Maturity Bond ETF positions in Q2 2017 and 10 closed out, a net change of +12 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2017 was 3EDGE Asset Management, an estimated $16.4M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2017 was PNC Financial Services Group, an estimated $133M sold.
Based on aggregated 13F filings for Q2 2017.