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iShares Short Maturity Bond ETF
NEAR

382 hedge funds and large institutions have $2.54B invested in iShares Short Maturity Bond ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 41

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

6% more funds holding

Funds holding: 361 → 382 (+21)

4.7% less ownership

Funds ownership: 61.33% → 56.63% (-4.7%)

24% less capital invested

Capital invested by funds: $3.33B → $2.54B (-$787M)

36% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 165

Holders
382
Holders Change
+21
Holders Change %
+5.82%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.41%
New
68
Increased
106
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EG
Enstar Group
Bermuda
+$77.9M
2
RJA
Raymond James & Associates
Florida
+$13.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.3M
4
CCM
Crabel Capital Management
California
+$8.21M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.72M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$354M
2
Bank of America
Bank of America
North Carolina
-$123M
3
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$96.1M
4
LPL Financial
LPL Financial
California
-$61M
5
Osaic Holdings
Osaic Holdings
Arizona
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$4.09M +$2.68M +53,530 +191%
WP
77
WealthSource Partners
California
$4.01M -$7.75M -154,651 -66%
FI
78
FormulaFolio Investments
Michigan
$3.98M +$3.98M +79,323 New
EWA
79
Exencial Wealth Advisors
Oklahoma
$3.87M -$4.25M -84,826 -52%
GSC
80
G&S Capital
Colorado
$3.69M +$496K +9,898 +16%
SCA
81
Sage Capital Advisors
South Dakota
$3.67M -$4.96K -99 -0.1%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$3.67M +$84.6K +1,687 +2%
CG
83
Colony Group
Massachusetts
$3.67M – – –
AIM
84
Avity Investment Management
Connecticut
$3.59M +$3.59M +71,500 New
IFS
85
Ifrah Financial Services
Arkansas
$3.56M +$66.8K +1,333 +2%
PWMAG
86
Pinnacle Wealth Management Advisory Group
New Jersey
$3.52M +$769K +15,335 +28%
BCMO
87
Buckingham Capital Management (Ohio)
Ohio
$3.4M -$760K -15,150 -18%
CA
88
Cetera Advisors
Colorado
$3.28M +$382K +7,611 +13%
AP
89
Advisors Preferred
Maryland
$3.27M -$1.02M -20,310 -24%
PA
90
PFG Advisors
Arizona
$3.15M -$1.48M -29,604 -32%
IA
91
IFP Advisors
Florida
$3M -$144K -2,867 -5%
SPC
92
Sigma Planning Corp
Michigan
$2.92M -$657K -13,113 -18%
KAS
93
Kestra Advisory Services
Texas
$2.9M +$422K +8,410 +17%
Citigroup
94
Citigroup
New York
$2.9M -$2.26K -45 -0.1%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$2.87M -$9.32M -185,897 -76%
GM
96
GeoWealth Management
Illinois
$2.67M +$98K +1,955 +4%
SCM
97
SOL Capital Management
Maryland
$2.65M – – –
AWM
98
AE Wealth Management
Kansas
$2.59M -$2.15M -42,894 -45%
WG
99
Watchman Group
Texas
$2.59M +$1.02M +20,402 +65%
KA
100
Kovack Advisors
Florida
$2.47M +$47.7K +952 +2%
2 3
4
5 6

NEAR Hedge Fund Activity: Q4 2020 in Review

382 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2020, worth a combined $2.54B — down 24% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new NEAR positions and 41 closed out — a net gain of 27 holders — while 106 added to existing stakes and 165 trimmed.

The largest buyer was Enstar Group, opening a new position worth an estimated $77.9M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 382 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2020, up from 361 in Q3 2020.
  • Funds reported $2.54B of iShares Short Maturity Bond ETF stock for Q4 2020, down 24% quarter-over-quarter.
  • 68 funds opened new iShares Short Maturity Bond ETF positions in Q4 2020 and 41 closed out, a net change of +27 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2020 was Enstar Group, an estimated $77.9M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2020.