NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

358 hedge funds and large institutions have $3.04B invested in iShares Short Maturity Bond ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 29 closing their positions.

Holders
358
Holders Change
+22
Holders Change %
+6.55%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
59
Increased
84
Reduced
155
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$195M
2
USAA
2
United Services Automobile Association
Texas
$93.6M
3
PA
3
Planning Alternatives
Michigan
$59.2M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$45.4M
5
Bank of America
5
Bank of America
North Carolina
$434M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M
3
Wells Fargo
3
Wells Fargo
California
$82.4M
4
RCS
4
Retirement Capital Strategies
California
$208K
5
ICG
5
InterOcean Capital Group
Tennessee
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$4.17M 84,633 +12,728 +18%
AWS
77
Arkfeld Wealth Strategies
Nebraska
$4.09M 82,860 +184 +0.2%
GWAM
78
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.04M 81,976 -2,010 -2%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$3.89M 79,050 +22,130 +39%
VFA
80
Values First Advisors
Tennessee
$3.68M 74,600 -31,670 -30%
SCA
81
Sage Capital Advisors
South Dakota
$3.6M 73,134 -527 -0.7%
SSC
82
Syverson Strege & Co
Iowa
$3.49M 70,908 -1,090 -2%
Jane Street
83
Jane Street
New York
$3.44M 69,832 -242,966 -78%
RJA
84
Raymond James & Associates
Florida
$3.42M 69,359 -19,332 -22%
MIM
85
Moseley Investment Management
Florida
$3.33M 67,640 +1,857 +3%
AWM
86
AE Wealth Management
Kansas
$3.3M 66,950 -19,327 -22%
CCM
87
Crabel Capital Management
California
$3.28M 66,484 +66,484 New
Citigroup
88
Citigroup
New York
$3.08M 62,582 +24,906 +66%
IAN
89
Integrated Advisors Network
Texas
$3.05M 61,843 +18,544 +43%
HWMA
90
Heritage Wealth Management (Arizona)
Arizona
$3.02M 61,210 +29,746 +95%
UCFA
91
United Capital Financial Advisors
Texas
$2.98M 60,423 -31,694 -34%
BFW
92
Brady Family Wealth
Missouri
$2.96M 59,984 +59,984 New
FMN
93
Financial Management Network
California
$2.94M 59,681 +44,342 +289%
RBC
94
Roble Belko & Company
Pennsylvania
$2.93M 59,458 -95,942 -62%
AWS
95
Atria Wealth Solutions
New York
$2.9M 58,788 +20,555 +54%
HighTower Advisors
96
HighTower Advisors
Illinois
$2.76M 56,037 -3,436 -6%
JSA
97
Jacobson & Schmitt Advisors
Wisconsin
$2.75M 55,904 – –
Bessemer Group
98
Bessemer Group
New Jersey
$2.66M 54,000 +54,000 New
FCA
99
FinTrust Capital Advisors
South Carolina
$2.57M 52,205 – –
OPCM
100
Osborne Partners Capital Management
California
$2.49M 50,520 -8,550 -14%
2 3
4
5 6