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iShares Short Maturity Bond ETF
NEAR

190 hedge funds and large institutions have $2.29B invested in iShares Short Maturity Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 33

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

32% more capital invested

Capital invested by funds: $1.75B → $2.29B (+$550M)

8% more funds holding

Funds holding: 176 → 190 (+14)

5.67% more ownership

Funds ownership: 60.56% → 66.23% (+5.7%)

Holders
190
Holders Change
+14
Holders Change %
+7.95%
% of All Funds
4.35%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
38
Increased
90
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$159M
2
3AM
3EDGE Asset Management
Florida
+$132M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.1M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
Bank of America
Bank of America
North Carolina
+$44.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$35.7M
2
MML Investors Services
MML Investors Services
Massachusetts
-$22.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
DF
Donoghue Forlines
Massachusetts
-$18.4M
5
MP
Manifold Partners
California
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$393K +$393K +7,842 New
AP
127
Advisors Preferred
Maryland
$390K +$576K +11,490 +508%
PCG
128
Private Capital Group
Connecticut
$364K +$303K +6,047 +504%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$361K +$360K +7,182 New
DWM
130
Dynasty Wealth Management
Florida
$359K -$58.1K -1,158 -14%
AIM
131
Astor Investment Management
Illinois
$357K -$21.5K -429 -6%
UR
132
USCA RIA
Texas
$347K – – –
OIA
133
OneDigital Investment Advisors
Kansas
$345K +$245K +4,892 +245%
CCM
134
Canal Capital Management
Virginia
$337K +$337K +6,717 New
OCM
135
One Capital Management
California
$326K – – –
AWA
136
Acorn Wealth Advisors
Michigan
$326K +$326K +6,496 New
LG
137
LaFleur & Godfrey
Michigan
$319K – – –
RA
138
RFG Advisory
Alabama
$319K +$319K +6,366 New
AIM
139
Aspen Investment Management
Michigan
$316K – – –
OFG
140
OmniStar Financial Group
North Carolina
$292K +$293K +5,838 New
GKWIM
141
Gerber Kawasaki Wealth & Investment Management
California
$285K +$286K +5,695 New
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$275K -$11.5K -230 -4%
ASN
143
Advisory Services Network
Georgia
$265K +$17.6K +350 +7%
S
144
SignatureFD
Georgia
$253K -$12.4K -248 -5%
BI
145
Bramshill Investments
Florida
$251K -$108K -2,159 -30%
RC
146
RegentAtlantic Capital
New Jersey
$247K +$247K +4,921 New
WAOTB
147
Wealth Advisors of Tampa Bay
Florida
$238K – – –
CCA
148
Catalyst Capital Advisors
New York
$221K +$221K +4,400 New
NA
149
Nottingham Advisors
New York
$216K – – –
EWM
150
Elmwood Wealth Management
California
$201K +$201K +4,000 New
4 5
6
7 8

NEAR Hedge Fund Activity: Q1 2018 in Review

190 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2018, worth a combined $2.29B — up 32% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NEAR positions and 22 closed out — a net gain of 16 holders — while 90 added to existing stakes and 33 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $35.7M.

  • 190 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2018, up from 176 in Q4 2017.
  • Funds reported $2.29B of iShares Short Maturity Bond ETF stock for Q1 2018, up 32% quarter-over-quarter.
  • 38 funds opened new iShares Short Maturity Bond ETF positions in Q1 2018 and 22 closed out, a net change of +16 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2018 was United Capital Financial Advisors, an estimated $159M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2018 was Goldman Sachs, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2018.