NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

374 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.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$49.9M
2
Bank of America
Bank of America
North Carolina
$234M
3
Morgan Stanley
Morgan Stanley
New York
$228M
4
CCM
Crabel Capital Management
California
$22.5M
5
TFS
TrustCore Financial Services
Tennessee
$25.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.3M
2
BlackRock
BlackRock
New York
$265M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.04M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.17M
5
ST
Smithfield Trust
Pennsylvania
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$1.76M +$477K +9,494 +37%
BAM
127
Belpointe Asset Management
Nevada
$1.74M -$3.96M -78,789 -69%
Deutsche Bank
128
Deutsche Bank
Germany
$1.74M +$195K +3,876 +13%
SWP
129
Summit Wealth Partners
Florida
$1.71M -$3.26K -65 -0.2%
SPC
130
Sigma Planning Corp
Michigan
$1.65M -$1.27M -25,246 -43%
Goldman Sachs
131
Goldman Sachs
New York
$1.64M – – –
RFN
132
RDA Financial Network
Iowa
$1.64M – – –
SFP
133
Shepherd Financial Partners
Massachusetts
$1.58M -$234K -4,665 -13%
WCM
134
Windsor Capital Management
Arizona
$1.55M -$109K -2,175 -7%
SIA
135
SeaBridge Investment Advisors
New Jersey
$1.55M +$22.3K +445 +1%
LJAC
136
L.J. Altfest & Co
New York
$1.55M +$822K +16,374 +113%
HIP
137
HUB Investment Partners
Texas
$1.54M -$407K -8,108 -21%
SCA
138
Snowden Capital Advisors
New York
$1.54M -$393K -7,830 -20%
LG
139
LaFleur & Godfrey
Michigan
$1.53M +$451K +8,975 +42%
CWS
140
Cypress Wealth Services
California
$1.5M -$268K -5,332 -15%
WPC
141
White Pine Capital
Minnesota
$1.45M -$39.5K -787 -3%
AA
142
Ancora Advisors
Ohio
$1.4M -$180K -3,588 -11%
AIFAIM
143
American Institute for Advanced Investment Management
Arizona
$1.38M +$369K +7,360 +36%
CIAS
144
Capital Investment Advisory Services
North Carolina
$1.37M -$331K -6,587 -19%
IF
145
Intrua Financial
Texas
$1.37M +$1.37M +27,272 New
Citigroup
146
Citigroup
New York
$1.34M -$1.56M -31,128 -54%
SC
147
Scotia Capital
Ontario, Canada
$1.31M +$991K +19,734 +312%
COCM
148
Charter Oak Capital Management
New Hampshire
$1.27M +$253K +5,035 +25%
OIA
149
OneDigital Investment Advisors
Kansas
$1.27M -$49.6K -988 -4%
RFC
150
Regions Financial Corp
Alabama
$1.26M – – –
4 5
6
7 8