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iShares Short Maturity Bond ETF
NEAR

321 hedge funds and large institutions have $1.85B invested in iShares Short Maturity Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 62.62% → 62.81% (+0.19%)

2% less capital invested

Capital invested by funds: $1.89B → $1.85B (-$39.6M)

3% less funds holding

Funds holding: 331 → 321 (-10)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

11% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 36

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
321
Holders Change
-10
Holders Change %
-3.02%
% of All Funds
4.64%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
32
Increased
103
Reduced
129
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
+$41.8M
2
BI
Bramshill Investments
Florida
+$13.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$10.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
SLWA
San Luis Wealth Advisors
California
-$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
76
Rollins Financial Advisors
New York
$3.37M -$1.55M -30,829 -32%
BFW
77
Brady Family Wealth
Missouri
$3.36M +$84.4K +1,682 +3%
AWS
78
Atria Wealth Solutions
New York
$3.28M -$7.35M -146,590 -69%
CFG
79
Clayton Financial Group
Missouri
$3.14M +$308K +6,142 +11%
BCM
80
Brookstone Capital Management
Illinois
$3.01M -$183K -3,658 -6%
GWAM
81
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.99M +$45.3K +904 +2%
SFG
82
Sovereign Financial Group
Connecticut
$2.95M -$63.3K -1,263 -2%
AWS
83
Arkfeld Wealth Strategies
Nebraska
$2.72M -$189K -3,762 -7%
KF
84
KKM Financial
Illinois
$2.69M +$57.4K +1,144 +2%
VFA
85
Values First Advisors
Tennessee
$2.68M +$79.2K +1,579 +3%
Betterment LLC
86
Betterment LLC
New York
$2.66M -$110K -2,194 -4%
GM
87
GeoWealth Management
Illinois
$2.66M +$109K +2,173 +4%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$2.66M +$70.7K +1,410 +3%
FAIM
89
Financial Advocates Investment Management
Washington
$2.63M +$328K +6,532 +14%
GWMR
90
GC Wealth Management RIA
Massachusetts
$2.62M +$243K +4,845 +10%
PA
91
Planning Alternatives
Michigan
$2.44M -$691K -13,767 -22%
RIA
92
Realta Investment Advisors
Delaware
$2.37M +$74.8K +1,491 +3%
CRWM
93
Castle Rock Wealth Management
California
$2.27M +$3.56K +71 +0.2%
SPC
94
Sigma Planning Corp
Michigan
$2.26M -$123K -2,457 -5%
SCA
95
Snowden Capital Advisors
New York
$2.22M -$74.7K -1,490 -3%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$2.22M +$228K +4,549 +12%
NGA
97
Naples Global Advisors
Florida
$2.22M -$738K -14,719 -25%
KA
98
Klingman & Associates
New York
$2.17M – – –
RJA
99
Raymond James & Associates
Florida
$2.15M +$78.7K +1,569 +4%
LA
100
LVW Advisors
New York
$2.1M +$61.7K +1,231 +3%
2 3
4
5 6

NEAR Hedge Fund Activity: Q2 2024 in Review

321 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2024, worth a combined $1.85B — down 2.1% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEAR and 32 opened new positions — a net loss of 4 holders — while 129 trimmed existing stakes and 103 added.

The largest buyer was Clearwater Capital Advisors, adding an estimated $41.8M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $14.9M.

  • 321 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2024, down from 331 in Q1 2024.
  • Funds reported $1.85B of iShares Short Maturity Bond ETF stock for Q2 2024, down 2.1% quarter-over-quarter.
  • 32 funds opened new iShares Short Maturity Bond ETF positions in Q2 2024 and 36 closed out, a net change of -4 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2024 was Clearwater Capital Advisors, an estimated $41.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2024.