We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

352 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.57B → $2.94B (+$374M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8.31% more ownership

Funds ownership: 54.38%62.69% (+8.3%)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

2% less funds holding

Funds holding: 359352 (-7)

40% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 149

Holders
352
Holders Change
-7
Holders Change %
-1.95%
% of All Funds
5.93%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
40
Increased
89
Reduced
149
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
76
Brand Asset Management Group
Missouri
$4.95M
CIC
77
Canal Insurance Company
South Carolina
$4.93M
CF
78
CNA Financial
Illinois
$4.93M
AIM
79
Astor Investment Management
Illinois
$4.91M +$2.83M +57,167 +135%
PWMAG
80
Pinnacle Wealth Management Advisory Group
New Jersey
$4.9M -$402K -8,135 -8%
UCFA
81
United Capital Financial Advisors
Texas
$4.9M -$936K -18,937 -16%
GWAM
82
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.34M -$273K -5,524 -6%
CCFM
83
Clear Creek Financial Management
Washington
$4.33M +$4.34M +87,893 New
WPC
84
White Pine Capital
Minnesota
$4.28M -$2.62M -53,086 -38%
AWM
85
AE Wealth Management
Kansas
$4.15M +$1.91M +38,718 +85%
AWS
86
Arkfeld Wealth Strategies
Nebraska
$4.12M +$274K +5,546 +7%
BFG
87
Beacon Financial Group
Texas
$4.12M -$682K -13,803 -14%
ASN
88
Advisory Services Network
Georgia
$3.93M +$120K +2,427 +3%
SSC
89
Syverson Strege & Co
Iowa
$3.92M -$19.9K -403 -0.5%
WA
90
WBH Advisory
Maryland
$3.9M -$431K -8,722 -10%
HighTower Advisors
91
HighTower Advisors
Illinois
$3.85M -$1.32M -26,639 -25%
SCA
92
Sage Capital Advisors
South Dakota
$3.63M
LOPW
93
Live Oak Private Wealth
North Carolina
$3.62M +$333K +6,746 +10%
Citadel Advisors
94
Citadel Advisors
Florida
$3.62M +$3.63M +73,499 New
PPW
95
Pinnacle Private Wealth
Massachusetts
$3.44M +$387K +7,837 +13%
WP
96
WealthSource Partners
California
$3.44M -$736K -14,889 -18%
OPCM
97
Osborne Partners Capital Management
California
$3.17M -$2.41M -48,780 -43%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$3.11M +$217K +4,391 +7%
Mariner
99
Mariner
Kansas
$3.09M +$84.1K +1,701 +3%
LWP
100
Lumature Wealth Partners
Georgia
$3.09M +$3.06M +61,871 +6,610%

NEAR Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2022, worth a combined $2.94B — up 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 39 closed out — a net gain of 1 holder — while 89 added to existing stakes and 149 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $247M. The largest seller was Enstar Group, exiting entirely with an estimated $45.4M sold.

  • 352 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2022, down from 359 in Q1 2022.
  • Funds reported $2.94B of iShares Short Maturity Bond ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q2 2022 and 39 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2022 was EP Wealth Advisors, an estimated $247M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2022 was Enstar Group, an estimated $45.4M sold.

Based on aggregated 13F filings for Q2 2022.