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iShares Short Maturity Bond ETF
NEAR

375 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.54B → $2.61B (+$70.7M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

1.09% less ownership

Funds ownership: 56.63% → 55.55% (-1.1%)

2% less funds holding

Funds holding: 382 → 375 (-7)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

41% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 175

Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
6.58%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SLF
Sun Life Financial
Ontario, Canada
+$50M
2
Bank of America
Bank of America
North Carolina
+$49.7M
3
Morgan Stanley
Morgan Stanley
New York
+$34.7M
4
CCM
Crabel Capital Management
California
+$13.4M
5
TFS
TrustCore Financial Services
Tennessee
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$22.9M
2
BlackRock
BlackRock
New York
-$18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$13.1M
5
ST
Smithfield Trust
Pennsylvania
-$9.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$2.26M +$851K +16,946 +60%
SFS
102
Sowell Financial Services
Arkansas
$2.24M +$303K +6,029 +16%
CHJWM
103
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.23M -$69K -1,375 -3%
MIAN
104
Mariner Independent Advisor Network
Kansas
$2.21M +$367K +7,303 +20%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$2.2M +$599K +11,929 +37%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$2.17M -$13.1M -261,389 -86%
WP
107
WealthPLAN Partners
Nebraska
$2.13M -$289K -5,760 -12%
HW
108
Hancock Whitney
Mississippi
$2.12M +$1.73M +34,415 +437%
DWM
109
Dakota Wealth Management
Florida
$2.12M +$100 +2 +0%
KA
110
Kovack Advisors
Florida
$2.07M -$396K -7,894 -16%
VFA
111
Values First Advisors
Tennessee
$2.07M -$27.4K -545 -1%
KAS
112
Kestra Advisory Services
Texas
$2.06M -$843K -16,799 -29%
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$2.04M -$198K -3,944 -9%
WG
114
Watchman Group
Texas
$2.04M -$551K -10,969 -21%
GKWIM
115
Gerber Kawasaki Wealth & Investment Management
California
$2.02M -$133K -2,654 -6%
HWM
116
Howard Wealth Management
Connecticut
$1.94M +$141K +2,803 +8%
MIM
117
Moseley Investment Management
Florida
$1.93M +$415K +8,261 +27%
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$1.85M -$24.4K -487 -1%
KCA
119
Karn Couzens & Associates
Connecticut
$1.83M -$291K -5,790 -14%
GWAM
120
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.82M +$1.39M +27,690 +320%
KWM
121
Kingsview Wealth Management
Oregon
$1.82M +$65.2K +1,299 +4%
SWM
122
Spire Wealth Management
Virginia
$1.79M +$1.79M +35,665 New
YIA
123
YHB Investment Advisors
Connecticut
$1.79M +$768K +15,300 +75%
CA
124
Corrado Advisors
New Jersey
$1.78M -$220K -4,390 -11%
IWC
125
Integrated Wealth Concepts
Massachusetts
$1.77M -$194K -3,870 -10%
3 4
5
6 7

NEAR Hedge Fund Activity: Q1 2021 in Review

375 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2021, worth a combined $2.61B — up 2.8% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of NEAR and 37 opened new positions — a net loss of 3 holders — while 175 trimmed existing stakes and 103 added.

The largest buyer was Sun Life Financial, opening a new position worth an estimated $50M. The largest seller was Citadel Advisors, cutting an estimated $22.9M.

  • 375 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2021, down from 382 in Q4 2020.
  • Funds reported $2.61B of iShares Short Maturity Bond ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 37 funds opened new iShares Short Maturity Bond ETF positions in Q1 2021 and 40 closed out, a net change of -3 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2021 was Sun Life Financial, an estimated $50M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2021.