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iShares Short Maturity Bond ETF
NEAR

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

325% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 12

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

28% more funds holding

Funds holding: 137 → 176 (+39)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

2% less capital invested

Capital invested by funds: $1.78B → $1.75B (-$33.3M)

2.86% less ownership

Funds ownership: 63.41% → 60.56% (-2.9%)

Holders
176
Holders Change
+39
Holders Change %
+28.47%
% of All Funds
3.99%
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
+$81M
2
Goldman Sachs
Goldman Sachs
New York
+$35.7M
3
DF
Donoghue Forlines
Massachusetts
+$24.1M
4
3AM
3EDGE Asset Management
Florida
+$21M
5
MP
Manifold Partners
California
+$11.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$90M
2
FA
FDx Advisors
Illinois
-$71.9M
3
UCFA
United Capital Financial Advisors
Texas
-$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
5
BI
Bramshill Investments
Florida
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$287K +5,714 New
S
131
SignatureFD
Georgia
$265K +$266K +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 +$261K +5,196 New
FHA
134
Flagship Harbor Advisors
Massachusetts
$247K +$8.99K +179 +4%
ASN
135
Advisory Services Network
Georgia
$247K +$88.5K +1,762 +56%
OMC
136
Old Mission Capital
Illinois
$242K -$287K -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 +$223K +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 +$179K +3,567 New
PA
143
Pinnacle Associates
New York
$208K – – –
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203K +$84K +1,673 +70%
GSC
145
G&S Capital
Colorado
$155K +$156K +3,100 New
IWP
146
Icon Wealth Partners
Texas
$152K +$152K +3,024 New
BEAM
147
Baker Ellis Asset Management
Washington
$150K +$151K +3,000 New
CMBA
148
C.M. Bidwell & Associates
Hawaii
$150K +$151K +3,000 New
GBBWRPM
149
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$136K +$135K +2,694 New
GRP
150
Global Retirement Partners
California
$129K +$29K +577 +29%
4 5
6
7 8

NEAR Hedge Fund Activity: Q4 2017 in Review

176 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2017, worth a combined $1.75B — down 1.9% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NEAR positions and 12 closed out — a net gain of 39 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $81M. The largest seller was AllianceBernstein, exiting entirely with an estimated $90M sold.

  • 176 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $1.75B of iShares Short Maturity Bond ETF stock for Q4 2017, down 1.9% quarter-over-quarter.
  • 51 funds opened new iShares Short Maturity Bond ETF positions in Q4 2017 and 12 closed out, a net change of +39 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2017 was Bank of America, an estimated $81M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2017 was AllianceBernstein, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2017.