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iShares Short Maturity Bond ETF
NEAR

335 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

2.7% more ownership

Funds ownership: 60.78% → 63.48% (+2.7%)

2% more funds holding

Funds holding: 330 → 335 (+5)

23% less capital invested

Capital invested by funds: $2.6B → $2.02B (-$587M)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

27% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 136

Holders
335
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.32%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
41
Increased
99
Reduced
136
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$17.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.4M
3
FTUS
Flow Traders U.S.
New York
+$9.83M
4
ICG
InterOcean Capital Group
Tennessee
+$8.53M
5
EWA
EP Wealth Advisors
California
+$8.05M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$108M
2
Jane Street
Jane Street
New York
-$52M
3
SLF
Sun Life Financial
Ontario, Canada
-$40.3M
4
Morgan Stanley
Morgan Stanley
New York
-$36.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
101
LVW Advisors
New York
$2.21M +$206K +4,151 +10%
CRWM
102
Castle Rock Wealth Management
California
$2.19M +$5.77K +116 +0.3%
KA
103
Klingman & Associates
New York
$2.15M -$137K -2,750 -6%
AI
104
Atria Investments
North Carolina
$2.09M +$2.08M +41,905 New
MWM
105
MY Wealth Management
Maryland
$2.05M -$21.2K -426 -1%
Nomura Asset Management
106
Nomura Asset Management
Japan
$1.97M +$166K +3,335 +9%
WIA
107
World Investment Advisors
California
$1.93M -$250K -5,029 -11%
MA
108
Mutual Advisors
Nebraska
$1.88M +$727K +14,608 +63%
PG
109
Patten Group
Tennessee
$1.85M -$67.9K -1,365 -4%
ST
110
Spinnaker Trust
Maine
$1.85M -$1.2M -24,040 -39%
ECA
111
Elevated Capital Advisors
Utah
$1.81M +$1.8M +36,192 New
OPWM
112
Oxinas Partners Wealth Management
Indiana
$1.79M +$772K +15,523 +77%
WP
113
WealthPLAN Partners
Nebraska
$1.78M -$68.6K -1,380 -4%
AC
114
AlphaCore Capital
California
$1.78M +$58.1K +1,169 +3%
CFGS
115
Concourse Financial Group Securities
Alabama
$1.77M +$201K +4,034 +13%
CAL
116
Capital Advisors Ltd
Ohio
$1.76M -$24.9K -500 -1%
GC
117
Guidance Capital
Kentucky
$1.74M +$49K +985 +3%
MHR
118
Matthew Hamilton Rosenberg
$1.73M -$15.6M -313,238 -90%
SPIA
119
Steward Partners Investment Advisory
New York
$1.72M +$51.5K +1,036 +3%
NF
120
Nikulski Financial
Iowa
$1.71M +$70.7K +1,421 +4%
PAG
121
Private Advisor Group
New Jersey
$1.68M -$525K -10,551 -24%
CCMG
122
Clark Capital Management Group
Pennsylvania
$1.64M +$839K +16,868 +106%
KWM
123
Kingsview Wealth Management
Oregon
$1.62M -$7.41K -149 -0.5%
AWM
124
AE Wealth Management
Kansas
$1.62M +$421K +8,464 +35%
JWCA
125
J.W. Cole Advisors
Florida
$1.56M -$124K -2,496 -7%
3 4
5
6 7

NEAR Hedge Fund Activity: Q3 2023 in Review

335 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2023, worth a combined $2.02B — down 23% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEAR positions and 32 closed out — a net gain of 9 holders — while 99 added to existing stakes and 136 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $108M.

  • 335 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $2.02B of iShares Short Maturity Bond ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 41 funds opened new iShares Short Maturity Bond ETF positions in Q3 2023 and 32 closed out, a net change of +9 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2023 was Renaissance Technologies, an estimated $17.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2023 was Bank of America, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2023.