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iShares Short Maturity Bond ETF
NEAR

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 20 → 23 (+3)

0.61% less ownership

Funds ownership: 56.05% → 55.44% (-0.61%)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$39.4M)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

10% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 134

2% less funds holding

Funds holding: 366 → 360 (-6)

Holders
360
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
6.3%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$49.6M
2
TFS
TrustCore Financial Services
Tennessee
+$30.2M
3
Morgan Stanley
Morgan Stanley
New York
+$14.7M
4
BlackRock
BlackRock
New York
+$13.7M
5
CI
Conning Inc
Connecticut
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
EG
Enstar Group
Bermuda
-$71.8M
2
GWM
Geneos Wealth Management
Colorado
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$20.9M
4
FTUS
Flow Traders U.S.
New York
-$18.9M
5
Wells Fargo
Wells Fargo
California
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
SOL Capital Management
Maryland
$2.69M -$23.8K -475 -0.9%
ASN
102
Advisory Services Network
Georgia
$2.67M +$1.8M +35,857 +206%
CA
103
Cetera Advisors
Colorado
$2.58M +$56.1K +1,118 +2%
CCC
104
Crescent Capital Consulting
Louisiana
$2.56M +$2.56M +51,000 New
BCMO
105
Buckingham Capital Management (Ohio)
Ohio
$2.49M -$346K -6,900 -12%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$2.47M -$365K -7,274 -13%
IFG
107
Investors Financial Group
Minnesota
$2.43M +$1.4K +28 +0.1%
HW
108
Hancock Whitney
Mississippi
$2.3M +$7.67K +153 +0.3%
NA
109
NewEdge Advisors
Louisiana
$2.3M -$5.14M -102,529 -69%
HTC
110
Haverford Trust Company
Pennsylvania
$2.29M – – –
WP
111
WealthPLAN Partners
Nebraska
$2.26M +$16.2K +324 +0.7%
GM
112
GeoWealth Management
Illinois
$2.25M -$181K -3,601 -7%
DWM
113
Dakota Wealth Management
Florida
$2.17M -$54.8K -1,092 -2%
AP
114
Advisors Preferred
Maryland
$2.14M -$1.04M -20,780 -33%
SAMC
115
Spectrum Asset Management (California)
California
$2.12M -$487K -9,720 -19%
CHJWM
116
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.1M -$32.6K -650 -2%
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$2.05M -$150K -2,983 -7%
KA
118
Kovack Advisors
Florida
$2.05M -$125K -2,490 -6%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$2.01M +$875K +17,456 +77%
AIM
120
Avity Investment Management
Connecticut
$1.98M +$175K +3,500 +10%
FVWA
121
Foster Victor Wealth Advisors
South Carolina
$1.92M +$71.9K +1,434 +4%
KWM
122
Kingsview Wealth Management
Oregon
$1.84M +$17.4K +348 +1%
SAM
123
Strategic Asset Management
Minnesota
$1.82M +$1.82M +36,234 New
MIAN
124
Mariner Independent Advisor Network
Kansas
$1.79M -$132K -2,630 -7%
GIA
125
Gladstone Institutional Advisory
Florida
$1.78M +$215K +4,290 +14%
3 4
5
6 7

NEAR Hedge Fund Activity: Q3 2021 in Review

360 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2021, worth a combined $2.67B — down 1.5% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEAR and 35 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 121 added.

The largest buyer was Bramshill Investments, adding an estimated $49.6M. The largest seller was Enstar Group, exiting entirely with an estimated $71.8M sold.

  • 360 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2021, down from 366 in Q2 2021.
  • Funds reported $2.67B of iShares Short Maturity Bond ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 35 funds opened new iShares Short Maturity Bond ETF positions in Q3 2021 and 36 closed out, a net change of -1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $49.6M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2021 was Enstar Group, an estimated $71.8M sold.

Based on aggregated 13F filings for Q3 2021.