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iShares Short Maturity Bond ETF
NEAR

190 hedge funds and large institutions have $2.29B invested in iShares Short Maturity Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 33

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

32% more capital invested

Capital invested by funds: $1.75B → $2.29B (+$550M)

8% more funds holding

Funds holding: 176 → 190 (+14)

5.67% more ownership

Funds ownership: 60.56% → 66.23% (+5.7%)

Holders
190
Holders Change
+14
Holders Change %
+7.95%
% of All Funds
4.35%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
38
Increased
90
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$159M
2
3AM
3EDGE Asset Management
Florida
+$132M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.1M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
Bank of America
Bank of America
North Carolina
+$44.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$35.7M
2
MML Investors Services
MML Investors Services
Massachusetts
-$22.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
DF
Donoghue Forlines
Massachusetts
-$18.4M
5
MP
Manifold Partners
California
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
101
Ullmann Wealth Partners Group
Florida
$927K +$351K +6,995 +61%
VC
102
Vicus Capital
Pennsylvania
$912K -$6.17K -123 -0.7%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$898K +$636K +12,681 +243%
CCM
104
Crabel Capital Management
California
$895K – – –
IWP
105
Icon Wealth Partners
Texas
$889K +$737K +14,703 +486%
SFS
106
Sowell Financial Services
Arkansas
$839K +$152K +3,031 +22%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$827K +$16K +318 +2%
SC
108
Scotia Capital
Ontario, Canada
$813K +$813K +16,217 New
CA
109
Cetera Advisors
Colorado
$800K -$71.2K -1,419 -8%
CWM
110
Cornerstone Wealth Management
Missouri
$788K -$494K -9,845 -39%
CA
111
Continuum Advisory
Idaho
$782K +$782K +15,581 New
SPC
112
Sigma Planning Corp
Michigan
$669K -$131K -2,617 -16%
FPFS
113
First Personal Financial Services
North Carolina
$662K +$662K +13,191 New
HTC
114
Haverford Trust Company
Pennsylvania
$651K +$100K +2,000 +18%
CAL
115
Capital Advisors Ltd
Ohio
$642K -$125K -2,495 -16%
Jane Street
116
Jane Street
New York
$637K -$8.77M -174,776 -93%
FHA
117
Flagship Harbor Advisors
Massachusetts
$625K +$377K +7,525 +153%
NCM
118
Northwest Capital Management
Oregon
$623K -$100K -1,994 -14%
Ameriprise
119
Ameriprise
Minnesota
$520K +$520K +10,369 New
MSAM
120
Moloney Securities Asset Management
Missouri
$512K +$512K +10,198 New
TJHA
121
Thomas J. Herzfeld Advisors
Florida
$502K – – –
WP
122
WealthSource Partners
California
$451K – – –
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$421K +$218K +4,340 +107%
UAS
124
United Asset Strategies
New York
$413K +$413K +8,240 New
VFA
125
Valeo Financial Advisors
Indiana
$401K +$401K +8,000 New
3 4
5
6 7

NEAR Hedge Fund Activity: Q1 2018 in Review

190 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2018, worth a combined $2.29B — up 32% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NEAR positions and 22 closed out — a net gain of 16 holders — while 90 added to existing stakes and 33 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $35.7M.

  • 190 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2018, up from 176 in Q4 2017.
  • Funds reported $2.29B of iShares Short Maturity Bond ETF stock for Q1 2018, up 32% quarter-over-quarter.
  • 38 funds opened new iShares Short Maturity Bond ETF positions in Q1 2018 and 22 closed out, a net change of +16 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2018 was United Capital Financial Advisors, an estimated $159M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2018 was Goldman Sachs, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2018.