NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
Jane Street
2
Jane Street
New York
$18.6M
3
BI
3
Bramshill Investments
Florida
$122M
4
AWS
4
Atria Wealth Solutions
New York
$10.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$36.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40M
3
TC
3
TAP Consulting
Missouri
$67.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
SLWA
5
San Luis Wealth Advisors
California
$17.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$1.99M 39,522 -18,772 -32%
SSC
102
Syverson Strege & Co
Iowa
$1.93M 38,175 -2,493 -6%
MA
103
Mutual Advisors
Nebraska
$1.88M 37,174 -5,375 -13%
SPIA
104
Steward Partners Investment Advisory
New York
$1.82M 36,114 -1,145 -3%
GC
105
Guidance Capital
Kentucky
$1.81M 36,257 -224 -0.6%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$1.81M 35,800 +6,134 +21%
KA
107
Kovack Advisors
Florida
$1.79M 35,429 +9,219 +35%
PG
108
Patten Group
Tennessee
$1.78M 35,272 -4,435 -11%
IAN
109
Integrated Advisors Network
Texas
$1.77M 35,013 +592 +2%
WP
110
WealthPLAN Partners
Nebraska
$1.76M 34,921 -199 -0.6%
NF
111
Nikulski Financial
Iowa
$1.73M 34,300 +346 +1%
CFGS
112
Concourse Financial Group Securities
Alabama
$1.68M 33,201 +1,768 +6%
UCFA
113
United Capital Financial Advisors
Texas
$1.58M 31,304 -4,744 -13%
MHR
114
Matthew Hamilton Rosenberg
$1.58M 31,426 -809 -3%
WFAG
115
Wescott Financial Advisory Group
Pennsylvania
$1.54M 30,460 +22,030 +261%
SGCA
116
Steel Grove Capital Advisors
Tennessee
$1.5M 29,675 +11,868 +67%
Citadel Advisors
117
Citadel Advisors
Florida
$1.48M 29,334 +18,696 +176%
WIM
118
Westside Investment Management
California
$1.46M 28,900 +6,300 +28%
CSPIA
119
Cary Street Partners Investment Advisory
Virginia
$1.41M 28,006 +2,115 +8%
WWM
120
WJ Wealth Management
Arizona
$1.41M 27,950 -1,300 -4%
TCWM
121
Total Clarity Wealth Management
Illinois
$1.4M 27,657 +35 +0.1%
KWM
122
Kingsview Wealth Management
Oregon
$1.39M 27,604 -111 -0.4%
CAL
123
Capital Advisors Ltd
Ohio
$1.35M 26,687 -2,000 -7%
MCM
124
Mattern Capital Management
Colorado
$1.33M 26,407 -571 -2%
EWA
125
EP Wealth Advisors
California
$1.31M 25,916 -9,498 -27%
3 4
5
6 7