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iShares Short Maturity Bond ETF
NEAR

176 hedge funds and large institutions have $1.75B invested in iShares Short Maturity Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 12

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

28% more funds holding

Funds holding: 137 → 176 (+39)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

2% less capital invested

Capital invested by funds: $1.78B → $1.75B (-$33.3M)

2.86% less ownership

Funds ownership: 63.41% → 60.56% (-2.9%)

Holders
176
Holders Change
+39
Holders Change %
+28.47%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
51
Increased
69
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$81M
2
Goldman Sachs
Goldman Sachs
New York
+$35.7M
3
DF
Donoghue Forlines
Massachusetts
+$24.1M
4
3AM
3EDGE Asset Management
Florida
+$21M
5
MP
Manifold Partners
California
+$11.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$90M
2
FA
FDx Advisors
Illinois
-$71.9M
3
UCFA
United Capital Financial Advisors
Texas
-$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
5
BI
Bramshill Investments
Florida
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
151
Virtue Capital Management
Tennessee
$126K +$126K +2,511 New
AP
152
Advisors Preferred
Maryland
$113K -$5.02K -100 -4%
OIA
153
OneDigital Investment Advisors
Kansas
$100K +$100K +1,995 New
BWA
154
Burt Wealth Advisors
Maryland
$80K – – –
IWM
155
IHT Wealth Management
Illinois
$61K +$60.8K +1,211 New
SSB
156
Sandy Spring Bank
Maryland
$60K – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$58K – – –
BBA
158
Braun-Bostich & Associates
Pennsylvania
$41K +$41.1K +818 New
Citigroup
159
Citigroup
New York
$33K +$22.9K +457 +221%
MOS
160
MGO One Seven
Ohio
$22K +$22.2K +443 New
MSA
161
Marino Stram & Associates
Massachusetts
$21K +$20.6K +411 New
SPIA
162
Steward Partners Investment Advisory
New York
$20K +$20.1K +400 New
LWM
163
Lenox Wealth Management
Ohio
$19K -$803 -16 -4%
CA
164
Calton & Associates
Florida
$19K +$19.9K +397 New
APA
165
American Portfolios Advisors
New York
$15.1K +$15.1K +301 New
US Bancorp
166
US Bancorp
Minnesota
$15K – – –
PRS
167
Pinkerton Retirement Specialists
Idaho
$15K +$15.1K +300 New
PA
168
Parallel Advisors
California
$10K – – –
MPPLM
169
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10K +$10.2K +203 New
FNB
170
Farmers National Bank
Kentucky
$8K +$7.53K +150 New
NC
171
NewSquare Capital
Pennsylvania
$6K +$5.77K +115 New
GWM
172
Geneos Wealth Management
Colorado
$2K – – –
NPC
173
National Planning Corporation
California
$1.51K +$1.51K +30 New
AWM
174
AllSquare Wealth Management
New York
$1K – – –
APSP
175
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$50 +1 +8%
4 5 6
7
8

NEAR Hedge Fund Activity: Q4 2017 in Review

176 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2017, worth a combined $1.75B — down 1.9% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NEAR positions and 12 closed out — a net gain of 39 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $81M. The largest seller was AllianceBernstein, exiting entirely with an estimated $90M sold.

  • 176 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $1.75B of iShares Short Maturity Bond ETF stock for Q4 2017, down 1.9% quarter-over-quarter.
  • 51 funds opened new iShares Short Maturity Bond ETF positions in Q4 2017 and 12 closed out, a net change of +39 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2017 was Bank of America, an estimated $81M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2017 was AllianceBernstein, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2017.