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iShares Short Maturity Bond ETF
NEAR

379 hedge funds and large institutions have $4.45B invested in iShares Short Maturity Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 146 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $4.42B → $4.45B (+$25.1M)

0.29% more ownership

Funds ownership: 68.52% → 68.8% (+0.29%)

6% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 146

6% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 62

3% less funds holding

Funds holding: 392 → 379 (-13)

4% less funds holding in top 10

Funds holding in top 10: 50 → 48 (-2)

Holders
379
Holders Change
-13
Holders Change %
-3.32%
% of All Funds
8.35%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
1.06%
New
58
Increased
137
Reduced
146
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$240M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$179M
3
Jane Street
Jane Street
New York
+$136M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$113M
5
LCM
Landscape Capital Management
New Jersey
+$108M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$208M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$90M
3
Morgan Stanley
Morgan Stanley
New York
-$79.5M
4
Wells Fargo
Wells Fargo
California
-$68.4M
5
CCA
Conservest Capital Advisors
Pennsylvania
-$48.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$4.38M -$878K -17,624 -16%
WWM
102
Willingdon Wealth Management
North Carolina
$4.28M +$2.14M +42,883 +94%
SAS
103
Sage Advisory Services
Texas
$4.24M +$4.36M +87,528 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$4.23M -$2.87M -57,649 -40%
HW
105
Hancock Whitney
Mississippi
$4.11M +$4.22M +84,790 New
Prudential Financial
106
Prudential Financial
New Jersey
$4.07M -$498K -10,005 -11%
PWA
107
Physician Wealth Advisors
Utah
$3.65M +$1.03M +20,640 +39%
SCA
108
Sage Capital Advisors
South Dakota
$3.6M -$8.62K -173 -0.2%
CG
109
Colony Group
Massachusetts
$3.55M – – –
OC
110
Oppenheimer & Co
New York
$3.38M -$4.68K -94 -0.1%
IFS
111
Ifrah Financial Services
Arkansas
$3.35M +$108K +2,167 +3%
CAM
112
Concorde Asset Management
Michigan
$3.35M +$461K +9,262 +15%
BRWA
113
B. Riley Wealth Advisors
Florida
$3.19M +$1.15M +23,103 +54%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$3.14M -$65.8K -1,320 -2%
HGWM
115
Horst & Graben Wealth Management
Oregon
$3.13M +$3.21M +64,470 New
MG
116
Mather Group
Illinois
$3.12M +$268K +5,380 +9%
BSAM
117
Blue Sky Asset Management
Colorado
$3.09M +$264K +5,293 +9%
CA
118
Cetera Advisors
Colorado
$2.97M +$65.8K +1,320 +2%
IFG
119
Investors Financial Group
Minnesota
$2.96M -$792K -15,891 -21%
WP
120
WealthPLAN Partners
Nebraska
$2.95M -$4.53K -91 -0.2%
RA
121
RFG Advisory
Alabama
$2.94M -$3.94K -79 -0.1%
EAM
122
Evanson Asset Management
California
$2.91M +$2.99M +60,000 New
SPC
123
Sigma Planning Corp
Michigan
$2.83M -$594K -11,924 -17%
VFM
124
Vivid Financial Management
California
$2.75M +$217K +4,354 +8%
CA
125
Corrado Advisors
New Jersey
$2.62M +$2.69M +53,970 New
3 4
5
6 7

NEAR Hedge Fund Activity: Q1 2020 in Review

379 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2020, worth a combined $4.45B — up 0.57% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of NEAR and 58 opened new positions — a net loss of 4 holders — while 146 trimmed existing stakes and 137 added.

The largest buyer was BlackRock, adding an estimated $240M. The largest seller was Bank of America, cutting an estimated $208M.

  • 379 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2020, down from 392 in Q4 2019.
  • Funds reported $4.45B of iShares Short Maturity Bond ETF stock for Q1 2020, up 0.57% quarter-over-quarter.
  • 58 funds opened new iShares Short Maturity Bond ETF positions in Q1 2020 and 62 closed out, a net change of -4 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2020 was BlackRock, an estimated $240M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2020 was Bank of America, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2020.