NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-19
Holders Change %
-5.31%
% of All Funds
5.43%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
35
Increased
93
Reduced
146
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$56.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$27M
3
Jane Street
Jane Street
New York
$20.4M
4
ICG
InterOcean Capital Group
Tennessee
$15.9M
5
Bank of America
Bank of America
North Carolina
$448M

Top Sellers

1
PA
Planning Alternatives
Michigan
$5.75M
2
EWA
EP Wealth Advisors
California
$134K
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M
4
Morgan Stanley
Morgan Stanley
New York
$201M
5
TC
TAP Consulting
Missouri
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
126
Sage Advisory Services
Texas
$1.55M -$435K -8,781 -22%
WTB
127
Washington Trust Bank
Washington
$1.45M -$671K -13,522 -32%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$1.44M -$110K -2,215 -7%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$1.4M -$695K -14,016 -33%
MCM
130
Mattern Capital Management
Colorado
$1.37M +$1.15M +23,206 +536%
LA
131
LVW Advisors
New York
$1.34M +$7.69K +155 +0.6%
ARC
132
Advisor Resource Council
Texas
$1.31M +$1.31M +26,524 New
FLA
133
Financial Life Advisors
Texas
$1.26M -$183K -3,695 -13%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$1.21M +$120K +2,421 +11%
AIFAIM
135
American Institute for Advanced Investment Management
Arizona
$1.21M -$754K -15,200 -38%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1.19M -$9.47M -190,826 -89%
WIA
137
World Investment Advisors
California
$1.19M +$591K +11,910 +99%
PA
138
Parallel Advisors
California
$1.16M +$112K +2,250 +11%
RF
139
Rollins Financial
Georgia
$1.14M +$935K +18,842 +447%
HW
140
Hancock Whitney
Mississippi
$1.14M -$558K -11,253 -33%
CA
141
Cetera Advisors
Colorado
$1.1M +$526K +10,614 +92%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$59.4K +1,197 +6%
IAN
143
Integrated Advisors Network
Texas
$1.06M -$2.01M -40,483 -65%
OPWM
144
Oxinas Partners Wealth Management
Indiana
$1.02M +$36.4K +733 +4%
WEG
145
World Equity Group
Illinois
$1.02M -$238K -4,896 -19%
CG
146
Colony Group
Massachusetts
$999K – – –
AA
147
Ancora Advisors
Ohio
$986K -$73K -1,471 -7%
SF
148
Synovus Financial
Georgia
$970K -$48.8K -983 -5%
LI
149
LVZ Inc
Michigan
$958K +$64K +1,290 +7%
OIA
150
OneDigital Investment Advisors
Kansas
$902K +$595 +12 +0.1%
4 5
6
7 8