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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
76
Canal Insurance Company
South Carolina
$5M
AWM
77
AE Wealth Management
Kansas
$5M -$21.9M -441,999 -82%
RFN
78
RDA Financial Network
Iowa
$4.95M +$4.55M +92,133 +1,345%
CFGS
79
Concourse Financial Group Securities
Alabama
$4.84M -$7.93M -160,469 -62%
BFG
80
Beacon Financial Group
Texas
$4.73M
5L
81
55I LLC
Massachusetts
$4.66M +$2.23M +45,082 +94%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4.64M +$275K +5,556 +6%
HTC
83
Haverford Trust Company
Pennsylvania
$4.64M +$4.21M +85,253 +1,130%
CCM
84
Covington Capital Management
California
$4.54M -$638K -12,900 -12%
ECM
85
ETrade Capital Management
Virginia
$4.37M -$20.4M -413,244 -83%
OWA
86
Outlook Wealth Advisors
Texas
$4.27M -$3.65M -73,910 -46%
MWM
87
Mattern Wealth Management
Kansas
$4.24M +$3.32M +67,140 +382%
PAG
88
Private Advisor Group
New Jersey
$4.2M -$327K -6,614 -7%
EWA
89
Exencial Wealth Advisors
Oklahoma
$4.14M +$4.09M +82,800 New
Millennium Management
90
Millennium Management
New York
$4.05M +$4M +80,957 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$4.01M +$765K +15,474 +24%
MBT
92
Montecito Bank & Trust
California
$3.97M -$2.06M -41,668 -34%
FAAS
93
First Allied Advisory Services
California
$3.97M -$1.16M -23,507 -23%
RA
94
RFG Advisory
Alabama
$3.92M +$874K +17,682 +29%
AI
95
Atria Investments
North Carolina
$3.84M -$4.54M -91,785 -54%
OC
96
Oppenheimer & Co
New York
$3.83M +$339K +6,863 +10%
C1AG
97
Client 1st Advisory Group
Florida
$3.8M -$1.7M -34,358 -31%
SS
98
Simplicity Solutions
Minnesota
$3.75M -$16.8M -339,118 -82%
SCA
99
Sage Capital Advisors
South Dakota
$3.7M -$15.1K -306 -0.4%
CG
100
Colony Group
Massachusetts
$3.66M

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.