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iShares Short Maturity Bond ETF
NEAR

327 hedge funds and large institutions have $1.81B invested in iShares Short Maturity Bond ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 321 → 327 (+6)

1% less ownership

Funds ownership: 62.81% → 61.81% (-1%)

2% less capital invested

Capital invested by funds: $1.85B → $1.81B (-$39.4M)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
4.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
108
Reduced
126
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$13.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$11.5M
3
MWC
MBM Wealth Consultants
Missouri
+$8.92M
4
TC
TAP Consulting
Missouri
+$8.52M
5
Morgan Stanley
Morgan Stanley
New York
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$30M
2
RPSA
Richard P. Slaughter Associates
Texas
-$27.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.1M
4
Jane Street
Jane Street
New York
-$13M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$3.09M +$3.06M +60,300 New
SFG
77
Sovereign Financial Group
Connecticut
$3.08M +$79.5K +1,565 +3%
BAM
78
Belpointe Asset Management
Nevada
$3.05M +$2.31M +45,395 +322%
GWMR
79
GC Wealth Management RIA
Massachusetts
$3.03M +$366K +7,194 +14%
BCM
80
Brookstone Capital Management
Illinois
$3.03M -$17.3K -340 -0.6%
SLWA
81
San Luis Wealth Advisors
California
$3.01M -$1.7M -33,516 -36%
SPC
82
Sigma Planning Corp
Michigan
$2.91M +$595K +11,712 +26%
IFG
83
Independent Financial Group
California
$2.86M +$1.46M +28,675 +105%
VFA
84
Values First Advisors
Tennessee
$2.8M +$76.3K +1,502 +3%
KAS
85
Kestra Advisory Services
Texas
$2.74M -$8.92M -175,510 -77%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$2.72M +$9.96K +196 +0.4%
Betterment LLC
87
Betterment LLC
New York
$2.7M -$11.6K -228 -0.4%
AWS
88
Arkfeld Wealth Strategies
Nebraska
$2.69M -$57.7K -1,135 -2%
FAIM
89
Financial Advocates Investment Management
Washington
$2.65M -$30.3K -597 -1%
RIA
90
Realta Investment Advisors
Delaware
$2.52M +$120K +2,366 +5%
CRWM
91
Castle Rock Wealth Management
California
$2.36M +$53.7K +1,057 +2%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$2.33M +$66.4K +1,306 +3%
AWM
93
Ameliora Wealth Management
Switzerland
$2.32M -$3.16M -62,242 -58%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$2.32M +$326K +6,421 +17%
LA
95
LVW Advisors
New York
$2.29M +$158K +3,108 +7%
RJA
96
Raymond James & Associates
Florida
$2.27M +$77.3K +1,520 +4%
PG
97
Patten Group
Tennessee
$2.25M +$435K +8,560 +24%
KA
98
Klingman & Associates
New York
$2.21M – – –
JP Morgan Chase
99
JP Morgan Chase
New York
$2.13M +$706K +13,884 +50%
ST
100
Spinnaker Trust
Maine
$2.06M +$273K +5,371 +15%
2 3
4
5 6

NEAR Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2024, worth a combined $1.81B — down 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NEAR positions and 22 closed out — a net gain of 8 holders — while 108 added to existing stakes and 126 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $13.8M. The largest seller was Truist Financial, cutting an estimated $30M.

  • 327 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2024, up from 321 in Q2 2024.
  • Funds reported $1.81B of iShares Short Maturity Bond ETF stock for Q3 2024, down 2.1% quarter-over-quarter.
  • 30 funds opened new iShares Short Maturity Bond ETF positions in Q3 2024 and 22 closed out, a net change of +8 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2024 was Bramshill Investments, an estimated $13.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2024 was Truist Financial, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2024.