NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

360 hedge funds and large institutions have $3.33B invested in iShares Short Maturity Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-10
Holders Change %
-2.7%
% of All Funds
7.28%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.42%
New
29
Increased
152
Reduced
133
Closed
34
Calls
–
Puts
$2.63M
Net Calls
-$2.63M
Net Calls Change
-$2.63M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$377M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$52.6M
3
BFG
Beacon Financial Group
Texas
$13.5M
4
SHGA
Sand Hill Global Advisors
California
$19.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$39.5M
3
Morgan Stanley
Morgan Stanley
New York
$224M
4
Bank of America
Bank of America
North Carolina
$307M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAP
126
One Advisory Partners
Kansas
$2.03M +$75.6K +1,508 +4%
BRWA
127
B. Riley Wealth Advisors
Florida
$2.03M +$243K +4,846 +14%
Lido Advisors
128
Lido Advisors
California
$2.02M +$226K +4,509 +13%
JSA
129
Jacobson & Schmitt Advisors
Wisconsin
$1.97M +$207K +4,127 +12%
FVWA
130
Foster Victor Wealth Advisors
South Carolina
$1.87M +$1.87M +37,240 New
SWP
131
Summit Wealth Partners
Florida
$1.79M -$184K -3,680 -9%
CAM
132
Concorde Asset Management
Michigan
$1.78M +$4.48K +89 +0.3%
CIAS
133
Capital Investment Advisory Services
North Carolina
$1.73M +$5.06K +101 +0.3%
KWM
134
Kingsview Wealth Management
Oregon
$1.72M +$143K +2,861 +9%
WIA
135
World Investment Advisors
California
$1.66M +$709K +14,152 +74%
WCM
136
Windsor Capital Management
Arizona
$1.66M -$87.1K -1,738 -5%
MIAN
137
Mariner Independent Advisor Network
Kansas
$1.65M -$20K -400 -1%
Goldman Sachs
138
Goldman Sachs
New York
$1.64M – – –
SIA
139
Strategic Investment Advisors
Michigan
$1.64M +$66.1K +1,319 +4%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$1.64M +$1.64M +32,658 New
MFP
141
Meridian Financial Partners
Virginia
$1.63M +$1.63M +32,489 New
LFG
142
LifePlan Financial Group
Ohio
$1.62M +$7.22K +144 +0.4%
SIA
143
SeaBridge Investment Advisors
New Jersey
$1.59M +$15K +300 +1%
DE
144
Day & Ennis
Georgia
$1.59M +$87K +1,737 +6%
WG
145
Watchman Group
Texas
$1.56M -$186K -3,722 -11%
YWP
146
YorkBridge Wealth Partners
New York
$1.53M -$95.9K -1,914 -6%
FWM
147
Focused Wealth Management
New York
$1.5M -$872K -17,408 -37%
First Trust Advisors
148
First Trust Advisors
Illinois
$1.49M -$38.6K -771 -3%
FAM
149
Formidable Asset Management
Ohio
$1.48M -$537K -10,715 -27%
HWM
150
Howard Wealth Management
Connecticut
$1.48M +$85.2K +1,700 +6%
4 5
6
7 8