NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

206 hedge funds and large institutions have $2.92B invested in iShares Short Maturity Bond ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
35
Increased
97
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$182M
3
UCFA
United Capital Financial Advisors
Texas
+$112M
4
UBS Group
UBS Group
Switzerland
+$41.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$37M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$215M
2
BlackRock
BlackRock
New York
-$71.4M
3
ONB
Old National Bancorp
Indiana
-$10M
4
SAS
Sage Advisory Services
Texas
-$7.94M
5
Principal Financial Group
Principal Financial Group
Iowa
-$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
76
Davenport & Co
Virginia
$2.05M -$29.8K -595 -1%
AFP
77
Ausdal Financial Partners
Iowa
$1.97M -$5.48M -109,232 -74%
MCM
78
Makena Capital Management
California
$1.94M -$180K -3,590 -9%
PAG
79
Private Advisor Group
New Jersey
$1.93M -$280K -5,589 -13%
HJA
80
Hugh Johnson Advisors
New York
$1.93M -$363K -7,233 -16%
ASN
81
Advisory Services Network
Georgia
$1.85M +$1.58M +31,527 +597%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$1.81M +$64.6K +1,288 +4%
GWM
83
Geneos Wealth Management
Colorado
$1.78M +$1.78M +35,517 +86,627%
DE
84
Day & Ennis
Georgia
$1.73M -$47.9K -954 -3%
FF
85
Fluent Financial
Texas
$1.73M +$1.73M +34,384 New
First Trust Advisors
86
First Trust Advisors
Illinois
$1.7M +$372K +7,408 +28%
IWP
87
Icon Wealth Partners
Texas
$1.63M +$740K +14,756 +83%
SFS
88
Sowell Financial Services
Arkansas
$1.62M +$780K +15,551 +93%
VWM
89
Venturi Wealth Management
Texas
$1.61M +$658K +13,135 +69%
CAM
90
Concorde Asset Management
Michigan
$1.61M +$325K +6,469 +25%
FHA
91
Flagship Harbor Advisors
Massachusetts
$1.6M +$976K +19,449 +156%
JGIA
92
Jackson Grant Investment Advisers
Connecticut
$1.54M +$278K +5,538 +22%
SIA
93
SeaBridge Investment Advisors
New Jersey
$1.53M +$1.53M +30,575 New
IA
94
IFP Advisors
Florida
$1.53M -$142K -2,839 -9%
CCM
95
Canal Capital Management
Virginia
$1.5M +$1.16M +23,209 +346%
WCM
96
Windsor Capital Management
Arizona
$1.46M -$295K -5,883 -17%
FWSM
97
First Wilshire Securities Management
California
$1.45M +$123K +2,450 +9%
GI
98
GS Investments
Minnesota
$1.45M -$51.4K -1,025 -3%
MIAN
99
Mariner Independent Advisor Network
Kansas
$1.45M +$58.9K +1,175 +4%
WAM
100
Watermark Asset Management
California
$1.42M +$29.9K +595 +2%
2 3
4
5 6