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iShares Short Maturity Bond ETF
NEAR

137 hedge funds and large institutions have $1.78B invested in iShares Short Maturity Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 40

12% more capital invested

Capital invested by funds: $1.59B → $1.78B (+$191M)

5% more funds holding

Funds holding: 131 → 137 (+6)

0.42% more ownership

Funds ownership: 62.99% → 63.41% (+0.42%)

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
19
Increased
58
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
+$72M
2
BlackRock
BlackRock
New York
+$51.3M
3
Bank of America
Bank of America
North Carolina
+$46.4M
4
SAS
Sage Advisory Services
Texas
+$22.5M
5
3AM
3EDGE Asset Management
Florida
+$17M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$47.1M
2
UCFA
United Capital Financial Advisors
Texas
-$36.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.2M
4
SI
SII Investments
Wisconsin
-$4.76M
5
UBS Group
UBS Group
Switzerland
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
126
Camarda Financial Advisors
Florida
$23K -$26.5K -527 -53%
LWM
127
Lenox Wealth Management
Ohio
$20K +$1.91K +38 +10%
US Bancorp
128
US Bancorp
Minnesota
$15K – – –
SBL
129
Sargent Bickham Lagudis
Colorado
$14K +$13.6K +270 New
PA
130
Parallel Advisors
California
$10K – – –
Citigroup
131
Citigroup
New York
$10K +$10.4K +207 New
YWP
132
YorkBridge Wealth Partners
New York
$3K – – –
BCI
133
Brinker Capital Investments
Pennsylvania
$2K – – –
GWM
134
Geneos Wealth Management
Colorado
$2K +$2.06K +41 New
RA
135
Rational Advisors
New York
$1K – – –
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$50 +1 +9%
AWM
137
AllSquare Wealth Management
New York
$1K +$653 +13 New
Principal Financial Group
138
Principal Financial Group
Iowa
– -$3.02M -60,067 Closed
SCM
139
SOL Capital Management
Maryland
– -$955K -19,000 Closed
PWAG
140
Polaris Wealth Advisory Group
California
– -$637K -12,672 Closed
Ameriprise
141
Ameriprise
Minnesota
– -$464K -9,231 Closed
NPF
142
Norris Perne & French
Michigan
– -$226K -4,500 Closed
SG
143
StoneX Group
New York
– -$207K -4,125 Closed
CLOS
144
Compagnie Lombard Odier SCmA
Switzerland
– -$151K -3,000 Closed
Creative Planning
145
Creative Planning
Kansas
– -$67K -1,324 Closed
FANJ
146
Financial Architects (New Jersey)
New Jersey
– -$16K -325 Closed
HR
147
Howe & Rusling
New York
– -$7K -132 Closed
AssetMark Inc
148
AssetMark Inc
California
– -$5K -100 Closed
2 3 4 5
6

NEAR Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2017, worth a combined $1.78B — up 12% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NEAR positions and 11 closed out — a net gain of 8 holders — while 58 added to existing stakes and 40 trimmed.

The largest buyer was FDx Advisors, adding an estimated $72M. The largest seller was Wells Fargo, cutting an estimated $47.1M.

  • 137 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2017, up from 131 in Q2 2017.
  • Funds reported $1.78B of iShares Short Maturity Bond ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 19 funds opened new iShares Short Maturity Bond ETF positions in Q3 2017 and 11 closed out, a net change of +8 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2017 was FDx Advisors, an estimated $72M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2017 was Wells Fargo, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2017.