iShares Short Maturity Bond ETF
NEAR
190 hedge funds and large institutions have $2.29B invested in iShares Short Maturity Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 33 reducing their positions, and 22 closing their positions.
173% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 33
73% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 22
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
32% more capital invested
Capital invested by funds: $1.75B → $2.29B (+$550M)
8% more funds holding
Funds holding: 176 → 190 (+14)
5.67% more ownership
Funds ownership: 60.56% → 66.23% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$159M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$132M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$79.1M |
| 4 |
Morgan Stanley
New York
|
+$64M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$44.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$35.7M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$22.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.6M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$18.4M |
| 5 |
MP
Manifold Partners
San Francisco,
California
|
-$11.4M |
NEAR Hedge Fund Activity: Q1 2018 in Review
190 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2018, worth a combined $2.29B — up 32% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NEAR positions and 22 closed out — a net gain of 16 holders — while 90 added to existing stakes and 33 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $35.7M.
- 190 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2018, up from 176 in Q4 2017.
- Funds reported $2.29B of iShares Short Maturity Bond ETF stock for Q1 2018, up 32% quarter-over-quarter.
- 38 funds opened new iShares Short Maturity Bond ETF positions in Q1 2018 and 22 closed out, a net change of +16 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2018 was United Capital Financial Advisors, an estimated $159M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2018 was Goldman Sachs, an estimated $35.7M sold.
Based on aggregated 13F filings for Q1 2018.