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iShares Short Maturity Bond ETF
NEAR

337 hedge funds and large institutions have $3B invested in iShares Short Maturity Bond ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 26 → 28 (+2)

1.48% more ownership

Funds ownership: 62.69% → 64.17% (+1.5%)

2% more capital invested

Capital invested by funds: $2.94B → $3B (+$57.4M)

4% less funds holding

Funds holding: 352 → 337 (-15)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

45% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 149

Holders
337
Holders Change
-15
Holders Change %
-4.26%
% of All Funds
5.81%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.48%
New
33
Increased
82
Reduced
149
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$205M
2
TC
TAP Consulting
Missouri
+$67.8M
3
EWA
EP Wealth Advisors
California
+$32.9M
4
RCS
Retirement Capital Strategies
California
+$21.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$80M
2
SRC
Shufro Rose & Co
New York
-$39.9M
3
Jane Street
Jane Street
New York
-$27.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$18M
5
Morgan Stanley
Morgan Stanley
New York
-$17.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
101
Osborne Partners Capital Management
California
$2.91M -$262K -5,325 -8%
WTB
102
Washington Trust Bank
Washington
$2.83M +$159K +3,224 +6%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$2.8M -$306K -6,219 -10%
JSA
104
Jacobson & Schmitt Advisors
Wisconsin
$2.75M -$250K -5,078 -8%
FCA
105
FinTrust Capital Advisors
South Carolina
$2.56M +$198K +4,020 +8%
CA
106
Cresta Advisors
Texas
$2.54M +$2.54M +51,620 New
Baird Financial Group
107
Baird Financial Group
Wisconsin
$2.46M +$208K +4,229 +9%
JWCA
108
J.W. Cole Advisors
Florida
$2.33M +$493 +10 +0%
FAM
109
Forte Asset Management
New York
$2.3M +$319K +6,475 +16%
IAN
110
Integrated Advisors Network
Texas
$2.13M -$189K -3,838 -8%
WIM
111
WealthPlan Investment Management
Nebraska
$2.13M +$2.13M +43,154 New
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$2.08M -$152K -3,087 -7%
AI
113
Atria Investments
North Carolina
$2.03M +$410K +8,323 +25%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$2.03M -$2.88M -58,359 -59%
MWM
115
MY Wealth Management
Maryland
$2.03M -$960K -19,487 -32%
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$1.98M -$14.8K -300 -0.7%
SAS
117
Sage Advisory Services
Texas
$1.98M +$213K +4,319 +12%
FAIM
118
Financial Advocates Investment Management
Washington
$1.92M -$57.3K -1,163 -3%
AAS
119
Avantax Advisory Services
Texas
$1.91M +$1.91M +38,664 New
FVWA
120
Foster Victor Wealth Advisors
South Carolina
$1.9M -$189K -3,827 -9%
AWS
121
Atria Wealth Solutions
New York
$1.88M -$63.4K -1,287 -3%
Citigroup
122
Citigroup
New York
$1.86M -$302K -6,119 -14%
DWM
123
Dakota Wealth Management
Florida
$1.83M -$270K -5,475 -13%
AWA
124
Aletheian Wealth Advisors
Washington
$1.77M +$4.88K +99 +0.3%
KAS
125
Kestra Advisory Services
Texas
$1.75M -$821K -16,651 -32%
3 4
5
6 7

NEAR Hedge Fund Activity: Q3 2022 in Review

337 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2022, worth a combined $3B — up 1.9% from $2.94B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of NEAR and 33 opened new positions — a net loss of 11 holders — while 149 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $205M. The largest seller was Fidelity Investments, cutting an estimated $80M.

  • 337 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2022, down from 352 in Q2 2022.
  • Funds reported $3B of iShares Short Maturity Bond ETF stock for Q3 2022, up 1.9% quarter-over-quarter.
  • 33 funds opened new iShares Short Maturity Bond ETF positions in Q3 2022 and 44 closed out, a net change of -11 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2022 was Bank of America, an estimated $205M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2022 was Fidelity Investments, an estimated $80M sold.

Based on aggregated 13F filings for Q3 2022.