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iShares Short Maturity Bond ETF
NEAR

221 hedge funds and large institutions have $3.31B invested in iShares Short Maturity Bond ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 41

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

47% more funds holding in top 10

Funds holding in top 10: 17 → 25 (+8)

13% more capital invested

Capital invested by funds: $2.92B → $3.31B (+$394M)

7% more funds holding

Funds holding: 206 → 221 (+15)

3.85% less ownership

Funds ownership: 76.59% → 72.74% (-3.8%)

Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
5.05%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.57%
New
35
Increased
121
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$87.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$65.9M
3
Morgan Stanley
Morgan Stanley
New York
+$60M
4
AG
Advisor Group
Arizona
+$49.9M
5
PAS
Park Avenue Securities
New York
+$42.1M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$273M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$49.7M
3
GIA
GHP Investment Advisors
Colorado
-$7.36M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.24M
5
MBT
Montecito Bank & Trust
California
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
$1.25M +$685K +13,653 +122%
MM
127
Meridian Management
Arkansas
$1.23M +$281K +5,600 +30%
SHIM
128
Stone House Investment Management
Pennsylvania
$1.22M +$1.22M +24,337 New
FWSM
129
First Wilshire Securities Management
California
$1.15M -$306K -6,100 -21%
PCG
130
Private Capital Group
Connecticut
$1.08M +$669K +13,336 +161%
BAM
131
Belpointe Asset Management
Nevada
$1.04M +$1.03M +20,639 New
CIBC World Market
132
CIBC World Market
Ontario, Canada
$996K +$173K +3,443 +21%
CCM
133
Covington Capital Management
California
$979K +$978K +19,500 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$930K +$28.4K +566 +3%
UWPG
135
Ullmann Wealth Partners Group
Florida
$923K +$564K +11,248 +157%
KWM
136
Kingsview Wealth Management
Oregon
$921K +$920K +18,343 New
SC
137
Scotia Capital
Ontario, Canada
$914K +$100K +2,000 +12%
SFP
138
Shepherd Financial Partners
Massachusetts
$911K – – –
NF
139
Nikulski Financial
Iowa
$910K +$510K +10,170 +127%
CCM
140
Crabel Capital Management
California
$896K – – –
TC
141
Trilogy Capital
California
$887K +$819K +16,327 +1,210%
Prudential Financial
142
Prudential Financial
New Jersey
$869K +$624K +12,450 +256%
BRWA
143
B. Riley Wealth Advisors
Florida
$679K +$172K +3,422 +34%
FPFS
144
First Personal Financial Services
North Carolina
$662K – – –
3C
145
361 Capital
Colorado
$654K +$654K +13,034 New
WF
146
WealthTrust Fairport
Ohio
$649K – – –
Wolverine Trading
147
Wolverine Trading
Illinois
$647K +$647K +12,895 New
CAL
148
Capital Advisors Ltd
Ohio
$642K – – –
FNT
149
First National Trust
Pennsylvania
$638K – – –
VFA
150
Valeo Financial Advisors
Indiana
$631K +$230K +4,590 +57%
4 5
6
7 8

NEAR Hedge Fund Activity: Q3 2018 in Review

221 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2018, worth a combined $3.31B — up 13% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NEAR positions and 20 closed out — a net gain of 15 holders — while 121 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $87.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $273M.

  • 221 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2018, up from 206 in Q2 2018.
  • Funds reported $3.31B of iShares Short Maturity Bond ETF stock for Q3 2018, up 13% quarter-over-quarter.
  • 35 funds opened new iShares Short Maturity Bond ETF positions in Q3 2018 and 20 closed out, a net change of +15 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2018 was LPL Financial, an estimated $87.5M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2018.