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iShares Short Maturity Bond ETF
NEAR

366 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.61B → $2.71B (+$92.5M)

0.5% more ownership

Funds ownership: 55.55% → 56.05% (+0.5%)

2% less funds holding

Funds holding: 375 → 366 (-9)

9% less funds holding in top 10

Funds holding in top 10: 22 → 20 (-2)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

19% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 150

Holders
366
Holders Change
-9
Holders Change %
-2.4%
% of All Funds
6.37%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
29
Increased
121
Reduced
150
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$82.5M
2
Morgan Stanley
Morgan Stanley
New York
+$39.5M
3
SLF
Sun Life Financial
Ontario, Canada
+$33M
4
OMC
Old Mission Capital
Illinois
+$20.4M
5
FTUS
Flow Traders U.S.
New York
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
-$44.2M
2
SEI Investments
SEI Investments
Pennsylvania
-$21.3M
3
CCM
Crabel Capital Management
California
-$19M
4
RJA
Raymond James & Associates
Florida
-$18.5M
5
EG
Enstar Group
Bermuda
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$2.72M +$464K +9,238 +21%
SCM
102
SOL Capital Management
Maryland
$2.71M +$151K +3,000 +6%
FWM
103
Focused Wealth Management
New York
$2.69M -$242K -4,832 -8%
SAMC
104
Spectrum Asset Management (California)
California
$2.61M -$174K -3,464 -6%
NGA
105
Naples Global Advisors
Florida
$2.6M +$156K +3,110 +6%
CA
106
Cetera Advisors
Colorado
$2.53M -$507K -10,113 -17%
MIM
107
Moseley Investment Management
Florida
$2.5M +$569K +11,350 +30%
GM
108
GeoWealth Management
Illinois
$2.43M +$2.43M +48,486 New
IFG
109
Investors Financial Group
Minnesota
$2.43M -$37.8K -753 -2%
HW
110
Hancock Whitney
Mississippi
$2.29M +$174K +3,466 +8%
HTC
111
Haverford Trust Company
Pennsylvania
$2.29M -$4M -79,733 -64%
WP
112
WealthPLAN Partners
Nebraska
$2.25M +$119K +2,371 +6%
DWM
113
Dakota Wealth Management
Florida
$2.22M +$105K +2,098 +5%
CSPIA
114
Cary Street Partners Investment Advisory
Virginia
$2.21M +$161K +3,216 +8%
KA
115
Kovack Advisors
Florida
$2.17M +$101K +2,008 +5%
IWC
116
Integrated Wealth Concepts
Massachusetts
$2.15M +$374K +7,459 +21%
CHJWM
117
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.13M -$96.3K -1,919 -4%
VFA
118
Values First Advisors
Tennessee
$2.1M +$29.3K +583 +1%
Deutsche Bank
119
Deutsche Bank
Germany
$1.97M +$230K +4,589 +13%
MIAN
120
Mariner Independent Advisor Network
Kansas
$1.92M -$291K -5,790 -13%
HWM
121
Howard Wealth Management
Connecticut
$1.85M -$80.1K -1,597 -4%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.85M -$313K -6,238 -14%
GKWIM
123
Gerber Kawasaki Wealth & Investment Management
California
$1.85M -$172K -3,433 -9%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$1.85M -$6.77K -135 -0.4%
KWM
125
Kingsview Wealth Management
Oregon
$1.83M +$7.73K +154 +0.4%
3 4
5
6 7

NEAR Hedge Fund Activity: Q2 2021 in Review

366 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2021, worth a combined $2.71B — up 3.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NEAR and 29 opened new positions — a net loss of 5 holders — while 150 trimmed existing stakes and 121 added.

The largest buyer was Bank of America, adding an estimated $82.5M. The largest seller was Shufro Rose & Co, cutting an estimated $44.2M.

  • 366 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2021, down from 375 in Q1 2021.
  • Funds reported $2.71B of iShares Short Maturity Bond ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 29 funds opened new iShares Short Maturity Bond ETF positions in Q2 2021 and 34 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2021 was Bank of America, an estimated $82.5M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2021 was Shufro Rose & Co, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2021.