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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
101
Ifrah Financial Services
Arkansas
$3.47M +$7.22K +146 +0.2%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$3.46M +$3.41M +69,074 New
HW
103
Hancock Whitney
Mississippi
$3.37M -$864K -17,485 -21%
PFG
104
PAX Financial Group
Texas
$3.33M -$3.4M -68,776 -51%
MHR
105
Matthew Hamilton Rosenberg
$3.1M +$3.04M +61,440 +10,240%
IFG
106
Investors Financial Group
Minnesota
$3.06M +$99 +2 +0%
TA
107
TCG Advisors
Texas
$2.96M -$2.1M -42,478 -42%
TSA
108
Tri-Star Advisors
Texas
$2.91M +$2.88M +58,161 New
SPC
109
Sigma Planning Corp
Michigan
$2.9M -$18.1K -366 -0.6%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$2.85M +$749K +15,150 +36%
FCA
111
FLC Capital Advisors
California
$2.83M +$2.28M +46,142 +442%
HPC
112
Hobart Private Capital
North Carolina
$2.77M -$2.19M -44,304 -44%
GM
113
GeoWealth Management
Illinois
$2.77M -$5.62M -113,686 -67%
AP
114
Advisors Preferred
Maryland
$2.73M +$681K +13,780 +34%
IWC
115
Integrated Wealth Concepts
Massachusetts
$2.72M +$976K +19,749 +57%
BSAM
116
Blue Sky Asset Management
Colorado
$2.63M -$551K -11,145 -17%
CA
117
Cetera Advisors
Colorado
$2.63M -$429K -8,675 -14%
BAM
118
Belpointe Asset Management
Nevada
$2.6M +$301K +6,080 +13%
SWP
119
Stratos Wealth Partners
Ohio
$2.58M +$205K +4,141 +9%
WP
120
WealthPLAN Partners
Nebraska
$2.58M -$399K -8,069 -14%
CWS
121
Cypress Wealth Services
California
$2.48M +$172K +3,487 +8%
FWM
122
Focused Wealth Management
New York
$2.37M -$8.49M -171,712 -78%
CS
123
Comerica Securities
Michigan
$2.36M -$9.61M -194,442 -80%
AIM
124
Astor Investment Management
Illinois
$2.36M +$2.33M +47,195 New
VFA
125
Values First Advisors
Tennessee
$2.33M +$23K +466 +1%

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.