iShares Short Maturity Bond ETF
NEAR
375 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.
3% more capital invested
Capital invested by funds: $2.54B → $2.61B (+$70.7M)
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
1.09% less ownership
Funds ownership: 56.63% → 55.55% (-1.1%)
2% less funds holding
Funds holding: 382 → 375 (-7)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
41% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$50M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$49.7M |
| 3 |
Morgan Stanley
New York
|
+$34.7M |
| 4 |
CCM
Crabel Capital Management
Los Angeles,
California
|
+$13.4M |
| 5 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$22.9M |
| 2 |
BlackRock
New York
|
-$18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.6M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$13.1M |
| 5 |
ST
Smithfield Trust
Pittsburgh,
Pennsylvania
|
-$9.62M |
NEAR Hedge Fund Activity: Q1 2021 in Review
375 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2021, worth a combined $2.61B — up 2.8% from $2.54B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of NEAR and 37 opened new positions — a net loss of 3 holders — while 175 trimmed existing stakes and 103 added.
The largest buyer was Sun Life Financial, opening a new position worth an estimated $50M. The largest seller was Citadel Advisors, cutting an estimated $22.9M.
- 375 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2021, down from 382 in Q4 2020.
- Funds reported $2.61B of iShares Short Maturity Bond ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
- 37 funds opened new iShares Short Maturity Bond ETF positions in Q1 2021 and 40 closed out, a net change of -3 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2021 was Sun Life Financial, an estimated $50M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $22.9M sold.
Based on aggregated 13F filings for Q1 2021.