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iShares Short Maturity Bond ETF
NEAR

284 hedge funds and large institutions have $4.58B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 16

121% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 56

92% more funds holding in top 10

Funds holding in top 10: 25 → 48 (+23)

38% more capital invested

Capital invested by funds: $3.31B → $4.58B (+$1.27B)

29% more funds holding

Funds holding: 221 → 284 (+63)

5.46% more ownership

Funds ownership: 72.74% → 78.2% (+5.5%)

Holders
284
Holders Change
+63
Holders Change %
+28.51%
% of All Funds
6.33%
Holding in Top 10
48
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+92%
% of All Funds
1.07%
New
81
Increased
124
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$294M
2
Bank of America
Bank of America
North Carolina
+$196M
3
Betterment LLC
Betterment LLC
New York
+$73.6M
4
AssetMark Inc
AssetMark Inc
California
+$55.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.4M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$39.1M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$30M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
BCM
Brookstone Capital Management
Illinois
-$13.3M
5
CG
CFO4Life Group
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
76
CNA Financial
Illinois
$4.99M – – –
Stifel Financial
77
Stifel Financial
Missouri
$4.79M -$3.73M -74,561 -44%
SHGA
78
Sand Hill Global Advisors
California
$4.72M +$164K +3,284 +4%
LA
79
Leonetti & Associates
Illinois
$4.7M +$4.71M +94,260 New
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.67M +$1.54M +30,772 +49%
WP
81
WealthSource Partners
California
$4.67M +$369K +7,371 +9%
SFG
82
Sage Financial Group
Pennsylvania
$4.48M +$4.49M +89,871 New
GSC
83
G&S Capital
Colorado
$4.45M +$4.11M +82,169 +1,175%
HW
84
Hancock Whitney
Mississippi
$4.32M +$2.34M +46,857 +118%
YWP
85
YorkBridge Wealth Partners
New York
$4.23M -$88.6K -1,771 -2%
CAM
86
Concorde Asset Management
Michigan
$4.04M +$659K +13,180 +19%
CAN
87
Cetera Advisor Networks
California
$4.01M +$344K +6,871 +9%
FLA
88
Financial Life Advisors
Texas
$4M +$213K +4,267 +6%
WAM
89
Watermark Asset Management
California
$3.99M +$138K +2,763 +4%
JWM
90
Jackson Wealth Management
Florida
$3.97M +$239K +4,784 +6%
CHJWM
91
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.93M +$3.94M +78,793 New
ASN
92
Advisory Services Network
Georgia
$3.91M +$1.8M +36,062 +85%
QAM
93
Questar Asset Management
Minnesota
$3.87M +$3.88M +77,540 New
TA
94
TCG Advisors
Texas
$3.86M +$3.87M +77,427 New
MIAN
95
Mariner Independent Advisor Network
Kansas
$3.8M +$3.81M +76,254 New
UIA
96
UBP Investment Advisors
Switzerland
$3.73M +$71.6K +1,432 +2%
FAM
97
Formidable Asset Management
Ohio
$3.62M +$46.1K +921 +1%
Wolverine Trading
98
Wolverine Trading
Illinois
$3.57M +$2.94M +58,691 +455%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$3.48M +$318K +6,359 +10%
DE
100
Day & Ennis
Georgia
$3.4M +$644K +12,882 +23%
2 3
4
5 6

NEAR Hedge Fund Activity: Q4 2018 in Review

284 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2018, worth a combined $4.58B — up 38% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NEAR positions and 16 closed out — a net gain of 65 holders — while 124 added to existing stakes and 56 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $294M. The largest seller was Cornerstone Wealth Management, cutting an estimated $39.1M.

  • 284 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2018, up from 221 in Q3 2018.
  • Funds reported $4.58B of iShares Short Maturity Bond ETF stock for Q4 2018, up 38% quarter-over-quarter.
  • 81 funds opened new iShares Short Maturity Bond ETF positions in Q4 2018 and 16 closed out, a net change of +65 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $294M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2018.