We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

2.95% more ownership

Funds ownership: 55.44% → 58.39% (+2.9%)

1% more funds holding

Funds holding: 360 → 365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$101M
2
EG
Enstar Group
Bermuda
+$45.8M
3
Morgan Stanley
Morgan Stanley
New York
+$20.8M
4
WTB
Washington Trust Bank
Washington
+$15.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$15M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$42.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$19.6M
3
Wells Fargo
Wells Fargo
California
-$18.1M
4
SLF
Sun Life Financial
Ontario, Canada
-$16.6M
5
LPL Financial
LPL Financial
California
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$2.98M -$1.95K -39 -0.1%
CCC
102
Crescent Capital Consulting
Louisiana
$2.98M +$430K +8,603 +17%
CCM
103
Crabel Capital Management
California
$2.97M +$1.61M +32,165 +118%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$2.95M -$388K -7,755 -12%
PPW
105
Pinnacle Private Wealth
Massachusetts
$2.93M +$2.93M +58,658 New
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$2.93M -$3.34M -66,748 -53%
SPIA
107
Steward Partners Investment Advisory
New York
$2.9M -$201K -4,026 -6%
PAG
108
Private Advisor Group
New Jersey
$2.89M -$1.63M -32,553 -36%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$2.82M +$2.82M +56,417 New
SCM
110
SOL Capital Management
Maryland
$2.54M -$135K -2,700 -5%
AP
111
Advisors Preferred
Maryland
$2.46M +$328K +6,550 +15%
GIA
112
Gladstone Institutional Advisory
Florida
$2.45M +$679K +13,581 +38%
KAS
113
Kestra Advisory Services
Texas
$2.43M +$1.05M +20,960 +76%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.38M -$83.3K -1,665 -3%
CA
115
Cetera Advisors
Colorado
$2.37M -$206K -4,124 -8%
IFG
116
Investors Financial Group
Minnesota
$2.35M -$71.2K -1,424 -3%
NA
117
NewEdge Advisors
Louisiana
$2.33M +$37.5K +750 +2%
TCMP
118
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.28M -$1.82M -36,442 -44%
HTC
119
Haverford Trust Company
Pennsylvania
$2.28M – – –
WP
120
WealthPLAN Partners
Nebraska
$2.27M +$15.5K +310 +0.7%
BCMO
121
Buckingham Capital Management (Ohio)
Ohio
$2.25M -$234K -4,688 -9%
MIAN
122
Mariner Independent Advisor Network
Kansas
$2.21M +$424K +8,470 +24%
SAMC
123
Spectrum Asset Management (California)
California
$2.12M +$9.25K +185 +0.4%
CHJWM
124
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.09M – – –
FWM
125
Focused Wealth Management
New York
$2.03M -$655K -13,087 -24%
3 4
5
6 7

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.