NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

315 hedge funds and large institutions have $5.74B invested in iShares Short Maturity Bond ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
6.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
43
Increased
117
Reduced
122
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$140M
2
GC
Guggenheim Capital
Illinois
+$27.1M
3
AIM
Astor Investment Management
Illinois
+$26.8M
4
Betterment LLC
Betterment LLC
New York
+$24.3M
5
Wells Fargo
Wells Fargo
California
+$17.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$170M
2
DF
Donoghue Forlines
Massachusetts
-$37.6M
3
SAS
Sage Advisory Services
Texas
-$28.8M
4
CFGS
Concourse Financial Group Securities
Alabama
-$23M
5
Morgan Stanley
Morgan Stanley
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
101
Strategic Investment Advisors
Michigan
$3.82M +$1.46M +29,017 +62%
PA
102
PFG Advisors
Arizona
$3.77M +$107K +2,121 +3%
MIM
103
Moseley Investment Management
Florida
$3.74M +$863K +17,149 +30%
DE
104
Day & Ennis
Georgia
$3.72M -$68.6K -1,362 -2%
OMC
105
Old Mission Capital
Illinois
$3.71M +$3.71M +73,703 New
IWP
106
Icon Wealth Partners
Texas
$3.7M -$1.24M -24,672 -25%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$3.7M +$3.31M +65,972 +866%
SCP
108
Stamos Capital Partners
California
$3.66M +$3.66M +72,834 New
SPC
109
Sigma Planning Corp
Michigan
$3.58M +$98.7K +1,961 +3%
RA
110
RFG Advisory
Alabama
$3.58M -$694K -13,794 -16%
IA
111
IFG Advisory
Georgia
$3.52M +$419K +5,521 +14%
IFS
112
Ifrah Financial Services
Arkansas
$3.35M +$76.4K +1,517 +2%
CAM
113
Concorde Asset Management
Michigan
$3.3M -$477K -9,481 -13%
KA
114
Kovack Advisors
Florida
$3.29M +$1.51M +29,983 +85%
KFGK
115
Keystone Financial Group (Kentucky)
Kentucky
$3.26M -$81.8K -1,625 -2%
FAIM
116
Financial Advocates Investment Management
Washington
$3.25M -$376K -7,461 -10%
OC
117
Oppenheimer & Co
New York
$3.24M +$332K +6,599 +11%
SPIA
118
Steward Partners Investment Advisory
New York
$3.17M +$1.26M +25,104 +66%
CA
119
Cetera Advisors
Colorado
$3.12M +$445K +8,848 +17%
WP
120
WealthPLAN Partners
Nebraska
$3.11M -$166K -3,303 -5%
JWM
121
Jackson Wealth Management
Florida
$3.04M -$348K -6,926 -10%
MIAN
122
Mariner Independent Advisor Network
Kansas
$3.04M -$234K -4,662 -7%
BHWM
123
Bay Harbor Wealth Management
Maryland
$2.97M +$561K +11,142 +23%
TA
124
TCG Advisors
Texas
$2.97M -$1.37M -27,188 -31%
GCA
125
Greenwood Capital Associates
South Carolina
$2.96M +$2.96M +58,755 New
3 4
5
6 7