iShares Short Maturity Bond ETF
NEAR
341 hedge funds and large institutions have $2.08B invested in iShares Short Maturity Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 130 reducing their positions, and 37 closing their positions.
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
4.42% more ownership
Funds ownership: 63.48% → 67.9% (+4.4%)
2% more funds holding
Funds holding: 335 → 341 (+6)
3% more capital invested
Capital invested by funds: $2.02B → $2.08B (+$59.4M)
19% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$151M |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$28.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20.7M |
| 4 |
Renaissance Technologies
New York
|
+$13.6M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$94.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$41.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$17.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16M |
| 5 |
LPL Financial
San Diego,
California
|
-$15.7M |
NEAR Hedge Fund Activity: Q4 2023 in Review
341 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2023, worth a combined $2.08B — up 2.9% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new NEAR positions and 37 closed out — a net gain of 8 holders — while 105 added to existing stakes and 130 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $151M. The largest seller was Fidelity Investments, cutting an estimated $94.3M.
- 341 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2023, up from 335 in Q3 2023.
- Funds reported $2.08B of iShares Short Maturity Bond ETF stock for Q4 2023, up 2.9% quarter-over-quarter.
- 45 funds opened new iShares Short Maturity Bond ETF positions in Q4 2023 and 37 closed out, a net change of +8 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $151M added.
- The largest iShares Short Maturity Bond ETF seller in Q4 2023 was Fidelity Investments, an estimated $94.3M sold.
Based on aggregated 13F filings for Q4 2023.