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iShares Short Maturity Bond ETF
NEAR

284 hedge funds and large institutions have $4.58B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 16

121% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 56

92% more funds holding in top 10

Funds holding in top 10: 25 → 48 (+23)

38% more capital invested

Capital invested by funds: $3.31B → $4.58B (+$1.27B)

29% more funds holding

Funds holding: 221 → 284 (+63)

5.46% more ownership

Funds ownership: 72.74% → 78.2% (+5.5%)

Holders
284
Holders Change
+63
Holders Change %
+28.51%
% of All Funds
6.33%
Holding in Top 10
48
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+92%
% of All Funds
1.07%
New
81
Increased
124
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$294M
2
Bank of America
Bank of America
North Carolina
+$196M
3
Betterment LLC
Betterment LLC
New York
+$73.6M
4
AssetMark Inc
AssetMark Inc
California
+$55.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.4M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$39.1M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$30M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
BCM
Brookstone Capital Management
Illinois
-$13.3M
5
CG
CFO4Life Group
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
101
RiverGlades Family Offices
Florida
$3.4M +$3.41M +68,250 New
SPC
102
Sigma Planning Corp
Michigan
$3.39M +$1.04M +20,777 +44%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$2.46M +49,185 +265%
KFGK
104
Keystone Financial Group (Kentucky)
Kentucky
$3.28M +$103K +2,065 +3%
MBT
105
Montecito Bank & Trust
California
$3.27M +$1.17M +23,373 +55%
IFS
106
Ifrah Financial Services
Arkansas
$3.23M -$82.7K -1,654 -2%
SIAS
107
Shine Investment Advisory Services
Colorado
$3.18M +$3.19M +63,810 New
WP
108
WealthPLAN Partners
Nebraska
$3.17M -$29.4K -588 -0.9%
SBL
109
Sargent Bickham Lagudis
Colorado
$3.17M +$3.16M +63,118 +15,859%
BBA
110
Braun-Bostich & Associates
Pennsylvania
$3.15M -$116K -2,314 -4%
PA
111
PFG Advisors
Arizona
$3.13M +$1.27M +25,386 +68%
GFP
112
Gryphon Financial Partners
Ohio
$3.07M +$3.07M +61,433 New
SWP
113
Stratos Wealth Partners
Ohio
$3.05M +$153K +3,055 +5%
JGIA
114
Jackson Grant Investment Advisers
Connecticut
$3.01M +$443K +8,864 +17%
PPW
115
Pasadena Private Wealth
California
$2.95M +$2.96M +59,225 New
FTUS
116
Flow Traders U.S.
New York
$2.86M +$2.87M +57,415 New
3C
117
361 Capital
Colorado
$2.76M +$2.12M +42,300 +325%
CIM
118
Corda Investment Management
Texas
$2.72M +$751K +15,025 +38%
FAIM
119
Financial Advocates Investment Management
Washington
$2.63M -$184K -3,675 -7%
OC
120
Oppenheimer & Co
New York
$2.5M +$289K +5,774 +13%
RA
121
RFG Advisory
Alabama
$2.49M -$1.41M -28,292 -36%
Prudential Financial
122
Prudential Financial
New Jersey
$2.43M +$1.57M +31,423 +182%
IA
123
IFP Advisors
Florida
$2.42M +$245K +4,898 +11%
VAM
124
Visionary Asset Management
Texas
$2.38M +$2.16M +43,277 +983%
Deutsche Bank
125
Deutsche Bank
Germany
$2.27M -$1.63M -32,561 -42%
3 4
5
6 7

NEAR Hedge Fund Activity: Q4 2018 in Review

284 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2018, worth a combined $4.58B — up 38% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NEAR positions and 16 closed out — a net gain of 65 holders — while 124 added to existing stakes and 56 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $294M. The largest seller was Cornerstone Wealth Management, cutting an estimated $39.1M.

  • 284 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2018, up from 221 in Q3 2018.
  • Funds reported $4.58B of iShares Short Maturity Bond ETF stock for Q4 2018, up 38% quarter-over-quarter.
  • 81 funds opened new iShares Short Maturity Bond ETF positions in Q4 2018 and 16 closed out, a net change of +65 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $294M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2018.