We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

379 hedge funds and large institutions have $4.45B invested in iShares Short Maturity Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 146 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $4.42B → $4.45B (+$25.1M)

0.29% more ownership

Funds ownership: 68.52% → 68.8% (+0.29%)

6% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 146

6% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 62

3% less funds holding

Funds holding: 392 → 379 (-13)

4% less funds holding in top 10

Funds holding in top 10: 50 → 48 (-2)

Holders
379
Holders Change
-13
Holders Change %
-3.32%
% of All Funds
8.35%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
1.06%
New
58
Increased
137
Reduced
146
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$240M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$179M
3
Jane Street
Jane Street
New York
+$136M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$113M
5
LCM
Landscape Capital Management
New Jersey
+$108M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$208M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$90M
3
Morgan Stanley
Morgan Stanley
New York
-$79.5M
4
Wells Fargo
Wells Fargo
California
-$68.4M
5
CCA
Conservest Capital Advisors
Pennsylvania
-$48.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
126
Equitable Holdings
New York
$2.61M -$3.03M -60,767 -53%
SPIA
127
Steward Partners Investment Advisory
New York
$2.59M -$561K -11,253 -17%
MIAN
128
Mariner Independent Advisor Network
Kansas
$2.54M +$625K +12,544 +31%
UC
129
Unio Capital
New Jersey
$2.53M +$2M +40,089 +333%
5L
130
55I LLC
Massachusetts
$2.36M +$1.53M +30,790 +177%
SCA
131
Snowden Capital Advisors
New York
$2.31M +$109K +2,181 +5%
SWP
132
Stratos Wealth Partners
Ohio
$2.3M -$1.94M -39,023 -45%
BHWM
133
Bay Harbor Wealth Management
Maryland
$2.29M +$208K +4,178 +10%
CIAS
134
Capital Investment Advisory Services
North Carolina
$2.25M +$2.13M +42,818 +1,182%
VFA
135
Values First Advisors
Tennessee
$2.24M -$397K -7,969 -15%
CWS
136
Cypress Wealth Services
California
$2.23M +$338K +6,793 +17%
BAM
137
Belpointe Asset Management
Nevada
$2.23M -$733K -14,712 -24%
RCA
138
Rowland Carmichael Advisors
Arizona
$2.18M -$328K -6,583 -13%
SHJ
139
Sharkey, Howes & Javer
Colorado
$2.18M +$394K +7,904 +21%
PWMAG
140
Pinnacle Wealth Management Advisory Group
New Jersey
$2.17M +$269K +5,390 +14%
KA
141
Kovack Advisors
Florida
$2.16M -$1.23M -24,756 -36%
DWM
142
Dakota Wealth Management
Florida
$2.12M -$49.9K -1,002 -2%
LFG
143
LifePlan Financial Group
Ohio
$2.09M +$46.5K +934 +2%
SWP
144
Summit Wealth Partners
Florida
$2.07M -$977K -19,610 -32%
APC
145
Aspire Private Capital
North Carolina
$2.05M -$6.58K -132 -0.3%
MIM
146
Moseley Investment Management
Florida
$2.04M -$97.9K -1,966 -4%
BWP
147
Bernardo Wealth Planning
Pennsylvania
$2.03M +$416K +8,359 +25%
FAIM
148
Financial Advocates Investment Management
Washington
$2.02M -$858K -17,227 -29%
CHJWM
149
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2M -$271K -5,450 -12%
AP
150
Advisors Preferred
Maryland
$1.98M +$2.04M +40,890 New
4 5
6
7 8

NEAR Hedge Fund Activity: Q1 2020 in Review

379 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2020, worth a combined $4.45B — up 0.57% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of NEAR and 58 opened new positions — a net loss of 4 holders — while 146 trimmed existing stakes and 137 added.

The largest buyer was BlackRock, adding an estimated $240M. The largest seller was Bank of America, cutting an estimated $208M.

  • 379 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2020, down from 392 in Q4 2019.
  • Funds reported $4.45B of iShares Short Maturity Bond ETF stock for Q1 2020, up 0.57% quarter-over-quarter.
  • 58 funds opened new iShares Short Maturity Bond ETF positions in Q1 2020 and 62 closed out, a net change of -4 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2020 was BlackRock, an estimated $240M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2020 was Bank of America, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2020.