iShares Short Maturity Bond ETF
NEAR
331 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 33 closing their positions.
6% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 33
7% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 121
3% less funds holding
Funds holding: 341 → 331 (-10)
5.28% less ownership
Funds ownership: 67.9% → 62.62% (-5.3%)
9% less capital invested
Capital invested by funds: $2.08B → $1.89B (-$184M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$27.3M |
| 2 |
Jane Street
New York
|
+$18.6M |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
+$10.9M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$9.91M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$179M |
| 2 |
Renaissance Technologies
New York
|
-$24M |
| 3 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$14.7M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$13.6M |
| 5 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$8.75M |
NEAR Hedge Fund Activity: Q1 2024 in Review
331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2024, worth a combined $1.89B — down 8.9% from $2.08B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of NEAR and 31 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 113 added.
The largest buyer was LPL Financial, adding an estimated $27.3M. The largest seller was Morgan Stanley, cutting an estimated $179M.
- 331 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2024, down from 341 in Q4 2023.
- Funds reported $1.89B of iShares Short Maturity Bond ETF stock for Q1 2024, down 8.9% quarter-over-quarter.
- 31 funds opened new iShares Short Maturity Bond ETF positions in Q1 2024 and 33 closed out, a net change of -2 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $27.3M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2024.