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iShares Short Maturity Bond ETF
NEAR

121 hedge funds and large institutions have $1.68B invested in iShares Short Maturity Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 28

19% more funds holding

Funds holding: 102 → 121 (+19)

8% less capital invested

Capital invested by funds: $1.83B → $1.68B (-$144M)

9.37% less ownership

Funds ownership: 82.24% → 72.86% (-9.4%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
32
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$142M
2
MML Investors Services
MML Investors Services
Massachusetts
+$28.3M
3
Wells Fargo
Wells Fargo
California
+$10.4M
4
ST
Spinnaker Trust
Maine
+$9.44M
5
Morgan Stanley
Morgan Stanley
New York
+$8.94M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$81.4M
2
UCFA
United Capital Financial Advisors
Texas
-$54.7M
3
3AM
3EDGE Asset Management
Florida
-$39.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.4M
5
SEI Investments
SEI Investments
Pennsylvania
-$5.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Cabot Wealth Management
Massachusetts
$215K -$119K -2,365 -36%
BGC
102
Blue Granite Capital
South Carolina
$211K – – –
DDPIC
103
Deroy & Devereaux Private Investment Counsel
Michigan
$202K +$202K +4,016 New
FHA
104
Flagship Harbor Advisors
Massachusetts
$200K +$200K +3,994 New
BTIS
105
BB&T Investment Services
North Carolina
$174K +$74.9K +1,493 +77%
Creative Planning
106
Creative Planning
Kansas
$102K +$77.1K +1,537 +307%
SSB
107
Sandy Spring Bank
Maryland
$60K +$60K +1,196 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$58K – – –
GRP
109
Global Retirement Partners
California
$49K +$8.43K +168 +21%
FANJ
110
Financial Architects (New Jersey)
New Jersey
$42K – – –
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$3.11K +62 +19%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$27.1K -540 -64%
US Bancorp
113
US Bancorp
Minnesota
$15K -$27K -537 -65%
PA
114
Parallel Advisors
California
$10K -$35.1K -700 -78%
SIC
115
Salem Investment Counselors
North Carolina
$8K +$8.33K +166 New
BCI
116
Brinker Capital Investments
Pennsylvania
$2K – – –
YWP
117
YorkBridge Wealth Partners
New York
$2K +$2.46K +49 New
AWM
118
AllSquare Wealth Management
New York
$1K – – –
RA
119
Rational Advisors
New York
$1K +$502 +10 New
AP
120
Advisors Preferred
Maryland
$851 +$309K +6,150 +57%
TCM
121
TD Capital Management
Tennessee
– -$5.22M -104,070 Closed
LSV Asset Management
122
LSV Asset Management
Illinois
– -$2.26M -45,000 Closed
CPP
123
Crow Point Partners
Massachusetts
– -$1.32M -26,400 Closed
MIAN
124
Mariner Independent Advisor Network
Kansas
– -$553K -11,025 Closed
JIP
125
Jaffetilchin Investment Partners
Florida
– -$353K -7,029 Closed
2 3 4
5
6

NEAR Hedge Fund Activity: Q1 2017 in Review

121 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2017, worth a combined $1.68B — down 7.9% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEAR positions and 10 closed out — a net gain of 22 holders — while 44 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $142M. The largest seller was EP Wealth Advisors, cutting an estimated $81.4M.

  • 121 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2017, up from 102 in Q4 2016.
  • Funds reported $1.68B of iShares Short Maturity Bond ETF stock for Q1 2017, down 7.9% quarter-over-quarter.
  • 32 funds opened new iShares Short Maturity Bond ETF positions in Q1 2017 and 10 closed out, a net change of +22 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2017 was BlackRock, an estimated $142M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2017 was EP Wealth Advisors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2017.