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iShares Short Maturity Bond ETF
NEAR

392 hedge funds and large institutions have $4.42B invested in iShares Short Maturity Bond ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 33

17% more funds holding

Funds holding: 336 → 392 (+56)

4% more funds holding in top 10

Funds holding in top 10: 48 → 50 (+2)

3.68% less ownership

Funds ownership: 72.19% → 68.52% (-3.7%)

11% less capital invested

Capital invested by funds: $4.94B → $4.42B (-$522M)

12% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 138

Holders
392
Holders Change
+56
Holders Change %
+16.67%
% of All Funds
7.72%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.99%
New
94
Increased
121
Reduced
138
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22M
3
M&T Bank
M&T Bank
New York
+$20.4M
4
CCA
Conservest Capital Advisors
Pennsylvania
+$19.7M
5
Truist Financial
Truist Financial
North Carolina
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$282M
2
FTUS
Flow Traders U.S.
New York
-$116M
3
Betterment LLC
Betterment LLC
New York
-$84.8M
4
VAG
VisionPoint Advisory Group
Texas
-$42.9M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$3.25M -$862K -17,144 -21%
WG
127
Watchman Group
Texas
$3.23M +$3.23M +64,186 New
YWP
128
YorkBridge Wealth Partners
New York
$3.2M -$1.32M -26,287 -29%
WQ
129
Wealth Quarterback
New Jersey
$3.18M +$3.19M +63,354 New
SWP
130
Summit Wealth Partners
Florida
$3.13M +$3.13M +62,249 New
FWSM
131
First Wilshire Securities Management
California
$3.07M +$371K +7,380 +14%
BAM
132
Belpointe Asset Management
Nevada
$3.05M -$86.6K -1,722 -3%
RA
133
RFG Advisory
Alabama
$3.05M +$162K +3,230 +6%
WP
134
WealthPLAN Partners
Nebraska
$3.01M -$95.2K -1,893 -3%
CAM
135
Concorde Asset Management
Michigan
$3.01M -$1.17M -23,315 -28%
CA
136
Cetera Advisors
Colorado
$3M +$231K +4,603 +8%
FAIM
137
Financial Advocates Investment Management
Washington
$2.96M +$480K +9,536 +19%
MG
138
Mather Group
Illinois
$2.96M +$2.96M +58,902 New
BSAM
139
Blue Sky Asset Management
Colorado
$2.94M +$2.94M +58,446 New
FGAM
140
Financial Gravity Asset Management
Texas
$2.91M +$331K +6,577 +13%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$2.87M -$1.44M -28,629 -33%
VFA
142
Values First Advisors
Tennessee
$2.72M +$2.72M +54,185 New
ACA
143
Aptus Capital Advisors
Alabama
$2.72M -$4.25M -84,481 -61%
PWA
144
Physician Wealth Advisors
Utah
$2.7M +$398K +7,909 +17%
VBFG
145
Vishria Bird Financial Group
Tennessee
$2.69M -$403K -8,015 -13%
WIC
146
Woodmont Investment Counsel
Tennessee
$2.68M -$375K -7,461 -12%
UWPG
147
Ullmann Wealth Partners Group
Florida
$2.67M -$533K -10,604 -17%
VFM
148
Vivid Financial Management
California
$2.64M +$2.64M +52,437 New
RCA
149
Rowland Carmichael Advisors
Arizona
$2.59M -$1.39M -27,687 -35%
GFPC
150
Global Financial Private Client
Florida
$2.45M +$2.45M +48,775 New
4 5
6
7 8

NEAR Hedge Fund Activity: Q4 2019 in Review

392 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2019, worth a combined $4.42B — down 11% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new NEAR positions and 33 closed out — a net gain of 61 holders — while 121 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 392 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2019, up from 336 in Q3 2019.
  • Funds reported $4.42B of iShares Short Maturity Bond ETF stock for Q4 2019, down 11% quarter-over-quarter.
  • 94 funds opened new iShares Short Maturity Bond ETF positions in Q4 2019 and 33 closed out, a net change of +61 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2019 was Fidelity Investments, an estimated $25M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2019.