NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

176 hedge funds and large institutions have $1.75B invested in iShares Short Maturity Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+39
Holders Change %
+28.47%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
51
Increased
69
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$225M
2
Goldman Sachs
Goldman Sachs
New York
$37M
3
DF
Donoghue Forlines
Massachusetts
$24.1M
4
3AM
3EDGE Asset Management
Florida
$82.5M
5
MP
Manifold Partners
California
$11.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$0
2
FA
FDx Advisors
Illinois
$1.55M
3
UCFA
United Capital Financial Advisors
Texas
$48.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
5
BI
Bramshill Investments
Florida
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
126
USCA RIA
Texas
$346K – – –
OCM
127
One Capital Management
California
$326K +$100K +2,000 +44%
LG
128
LaFleur & Godfrey
Michigan
$320K – – –
AIM
129
Aspen Investment Management
Michigan
$316K – – –
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$286K +$286K +5,714 New
S
131
SignatureFD
Georgia
$265K +$265K +5,292 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$262K +$262K +5,222 New
PGA
133
Premia Global Advisors
Florida
$255K +$255K +5,196 New
FHA
134
Flagship Harbor Advisors
Massachusetts
$247K +$8.98K +179 +4%
ASN
135
Advisory Services Network
Georgia
$247K +$88.3K +1,762 +56%
OMC
136
Old Mission Capital
Illinois
$242K -$286K -5,712 -54%
APP
137
Avantax Planning Partners
Iowa
$241K +$241K +4,801 New
WAOTB
138
Wealth Advisors of Tampa Bay
Florida
$238K +$238K +4,732 New
NGA
139
Naples Global Advisors
Florida
$222K +$222K +4,437 New
PVWM
140
Point View Wealth Management
New Jersey
$217K +$217K +4,320 New
NA
141
Nottingham Advisors
New York
$216K – – –
MFG
142
Merit Financial Group
Georgia
$213K +$213K +3,567 New
PA
143
Pinnacle Associates
New York
$208K – – –
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203K +$83.7K +1,673 +70%
GSC
145
G&S Capital
Colorado
$155K +$155K +3,100 New
IWP
146
Icon Wealth Partners
Texas
$152K +$152K +3,024 New
BEAM
147
Baker Ellis Asset Management
Washington
$150K +$150K +3,000 New
CMBA
148
C.M. Bidwell & Associates
Hawaii
$150K +$150K +3,000 New
GBBWRPM
149
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$136K +$136K +2,694 New
GRP
150
Global Retirement Partners
California
$129K +$28.8K +577 +29%
4 5
6
7 8