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iShares Short Maturity Bond ETF
NEAR

176 hedge funds and large institutions have $1.75B invested in iShares Short Maturity Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 12

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

28% more funds holding

Funds holding: 137 → 176 (+39)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

2% less capital invested

Capital invested by funds: $1.78B → $1.75B (-$33.3M)

2.86% less ownership

Funds ownership: 63.41% → 60.56% (-2.9%)

Holders
176
Holders Change
+39
Holders Change %
+28.47%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
51
Increased
69
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$81M
2
Goldman Sachs
Goldman Sachs
New York
+$35.7M
3
DF
Donoghue Forlines
Massachusetts
+$24.1M
4
3AM
3EDGE Asset Management
Florida
+$21M
5
MP
Manifold Partners
California
+$11.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$90M
2
FA
FDx Advisors
Illinois
-$71.9M
3
UCFA
United Capital Financial Advisors
Texas
-$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
5
BI
Bramshill Investments
Florida
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Comerica Securities
Michigan
$1.46M +$479K +9,538 +49%
SWP
77
Stratos Wealth Partners
Ohio
$1.45M +$157K +3,132 +12%
WP
78
WealthPLAN Partners
Nebraska
$1.39M +$1.39M +27,702 New
DE
79
Day & Ennis
Georgia
$1.35M +$77.6K +1,545 +6%
FAIM
80
Financial Advocates Investment Management
Washington
$1.35M +$1.35M +26,872 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.33M +$93.3K +1,858 +7%
WAM
82
Watermark Asset Management
California
$1.28M +$145K +2,883 +13%
CWM
83
Cornerstone Wealth Management
Missouri
$1.28M +$470K +9,354 +58%
RFC
84
Regions Financial Corp
Alabama
$1.25M – – –
MIAN
85
Mariner Independent Advisor Network
Kansas
$1.23M +$586K +11,665 +91%
WF
86
WealthTrust Fairport
Ohio
$1.1M – – –
WCM
87
Windsor Capital Management
Arizona
$1.08M +$1.09M +21,647 New
WLIM
88
White Lighthouse Investment Management
Massachusetts
$1.06M +$1.06M +21,100 New
PA
89
PFG Advisors
Arizona
$1.04M +$1.05M +20,852 New
SI
90
SII Investments
Wisconsin
$989K -$437K -8,713 -31%
SFP
91
Shepherd Financial Partners
Massachusetts
$968K -$7.18K -143 -0.7%
First Trust Advisors
92
First Trust Advisors
Illinois
$952K +$160K +3,180 +20%
MM
93
Meridian Management
Arkansas
$945K +$947K +18,860 New
VF
94
Virtu Financial
New York
$941K -$234K -4,661 -20%
VC
95
Vicus Capital
Pennsylvania
$917K +$30.7K +611 +3%
CCM
96
Crabel Capital Management
California
$894K +$896K +17,844 New
NF
97
Nikulski Financial
Iowa
$892K +$893K +17,791 New
CA
98
Cetera Advisors
Colorado
$870K -$83.7K -1,666 -9%
IWC
99
Integrated Wealth Concepts
Massachusetts
$864K +$865K +17,234 New
BGC
100
Blue Granite Capital
South Carolina
$835K +$151K +3,000 +22%
2 3
4
5 6

NEAR Hedge Fund Activity: Q4 2017 in Review

176 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2017, worth a combined $1.75B — down 1.9% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NEAR positions and 12 closed out — a net gain of 39 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $81M. The largest seller was AllianceBernstein, exiting entirely with an estimated $90M sold.

  • 176 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $1.75B of iShares Short Maturity Bond ETF stock for Q4 2017, down 1.9% quarter-over-quarter.
  • 51 funds opened new iShares Short Maturity Bond ETF positions in Q4 2017 and 12 closed out, a net change of +39 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2017 was Bank of America, an estimated $81M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2017 was AllianceBernstein, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2017.