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iShares Short Maturity Bond ETF
NEAR

335 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

2.7% more ownership

Funds ownership: 60.78% → 63.48% (+2.7%)

2% more funds holding

Funds holding: 330 → 335 (+5)

23% less capital invested

Capital invested by funds: $2.6B → $2.02B (-$587M)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

27% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 136

Holders
335
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.32%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
41
Increased
99
Reduced
136
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$17.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.4M
3
FTUS
Flow Traders U.S.
New York
+$9.83M
4
ICG
InterOcean Capital Group
Tennessee
+$8.53M
5
EWA
EP Wealth Advisors
California
+$8.05M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$108M
2
Jane Street
Jane Street
New York
-$52M
3
SLF
Sun Life Financial
Ontario, Canada
-$40.3M
4
Morgan Stanley
Morgan Stanley
New York
-$36.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$3.99M +$396K +7,961 +11%
RF
77
Rollins Financial
Georgia
$3.78M +$1.44M +28,965 +62%
WA
78
WBH Advisory
Maryland
$3.69M +$119K +2,396 +3%
SCA
79
Sage Capital Advisors
South Dakota
$3.64M -$149 -3 -0%
Betterment LLC
80
Betterment LLC
New York
$3.52M -$604K -12,151 -15%
JSA
81
Jacobson & Schmitt Advisors
Wisconsin
$3.47M +$130K +2,613 +4%
BCM
82
Brookstone Capital Management
Illinois
$3.46M -$102K -2,056 -3%
SAS
83
Sage Advisory Services
Texas
$3.4M +$1.35M +27,082 +66%
Citigroup
84
Citigroup
New York
$3.36M -$230K -4,615 -6%
GWAM
85
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.22M -$112K -2,260 -3%
AWS
86
Arkfeld Wealth Strategies
Nebraska
$3.19M +$547 +11 +0%
RBC
87
Roble Belko & Company
Pennsylvania
$2.91M -$156K -3,137 -5%
BFW
88
Brady Family Wealth
Missouri
$2.9M +$34.5K +694 +1%
FAM
89
Forte Asset Management
New York
$2.86M -$199K -4,000 -7%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$2.7M +$2.69M +54,102 New
SCA
91
Snowden Capital Advisors
New York
$2.68M -$35.7K -717 -1%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.63M -$70.4K -1,415 -3%
SSC
93
Syverson Strege & Co
Iowa
$2.58M -$305K -6,130 -11%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$2.54M -$677K -13,603 -21%
PWMAG
95
Pinnacle Wealth Management Advisory Group
New Jersey
$2.52M +$155K +3,111 +7%
UCFA
96
United Capital Financial Advisors
Texas
$2.49M -$148K -2,976 -6%
FAIM
97
Financial Advocates Investment Management
Washington
$2.43M +$584K +11,737 +32%
IAN
98
Integrated Advisors Network
Texas
$2.38M +$1.65M +33,203 +228%
SFG
99
Sovereign Financial Group
Connecticut
$2.34M +$37.5K +753 +2%
RJA
100
Raymond James & Associates
Florida
$2.21M +$88K +1,769 +4%
2 3
4
5 6

NEAR Hedge Fund Activity: Q3 2023 in Review

335 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2023, worth a combined $2.02B — down 23% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEAR positions and 32 closed out — a net gain of 9 holders — while 99 added to existing stakes and 136 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $108M.

  • 335 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $2.02B of iShares Short Maturity Bond ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 41 funds opened new iShares Short Maturity Bond ETF positions in Q3 2023 and 32 closed out, a net change of +9 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2023 was Renaissance Technologies, an estimated $17.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2023 was Bank of America, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2023.