NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

381 hedge funds and large institutions have $2.54B invested in iShares Short Maturity Bond ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.41%
New
68
Increased
106
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EG
Enstar Group
Bermuda
+$78M
2
RJA
Raymond James & Associates
Florida
+$13.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.31M
4
CCM
Crabel Capital Management
California
+$8.22M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$354M
2
Bank of America
Bank of America
North Carolina
-$123M
3
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$96.1M
4
LPL Financial
LPL Financial
California
-$61M
5
Osaic Holdings
Osaic Holdings
Arizona
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
Howard Wealth Management
Connecticut
$1.79M +$311K +6,195 +21%
CWS
127
Cypress Wealth Services
California
$1.76M +$1.76M +35,162 New
KWM
128
Kingsview Wealth Management
Oregon
$1.75M +$34.3K +683 +2%
SWP
129
Summit Wealth Partners
Florida
$1.71M -$83.5K -1,664 -5%
CIAS
130
Capital Investment Advisory Services
North Carolina
$1.7M -$34.7K -691 -2%
SS
131
Simplicity Solutions
Minnesota
$1.7M -$2.02M -40,337 -54%
NGA
132
Naples Global Advisors
Florida
$1.69M +$387K +7,720 +30%
WCM
133
Windsor Capital Management
Arizona
$1.66M +$2.46K +49 +0.1%
OMC
134
Old Mission Capital
Illinois
$1.66M +$348K +6,944 +27%
ICM
135
Intrepid Capital Management
Florida
$1.65M +$935K +18,644 +132%
Goldman Sachs
136
Goldman Sachs
New York
$1.64M – – –
RFN
137
RDA Financial Network
Iowa
$1.64M -$3.3M -65,723 -67%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$1.6M -$8.8M -175,470 -85%
Lido Advisors
139
Lido Advisors
California
$1.58M -$438K -8,723 -22%
AA
140
Ancora Advisors
Ohio
$1.58M +$311K +6,200 +24%
Deutsche Bank
141
Deutsche Bank
Germany
$1.54M +$270K +5,386 +21%
SIA
142
SeaBridge Investment Advisors
New Jersey
$1.53M -$65.2K -1,300 -4%
MIM
143
Moseley Investment Management
Florida
$1.51M +$709K +14,127 +88%
LIA
144
Luken Investment Analytics
Tennessee
$1.5M +$1.5M +29,902 New
WPC
145
White Pine Capital
Minnesota
$1.49M +$362K +7,225 +32%
YWP
146
YorkBridge Wealth Partners
New York
$1.43M -$96.6K -1,925 -6%
FAM
147
Formidable Asset Management
Ohio
$1.41M -$76.7K -1,529 -5%
CA
148
Calton & Associates
Florida
$1.41M +$1.41M +28,043 New
VNA
149
Valley National Advisers
Pennsylvania
$1.41M +$1.4M +27,947 +32,123%
PWP
150
Personal Wealth Partners
Minnesota
$1.4M -$30.1K -600 -2%
4 5
6
7 8