iShares Short Maturity Bond ETF
NEAR
392 hedge funds and large institutions have $4.42B invested in iShares Short Maturity Bond ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 33 closing their positions.
185% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 33
17% more funds holding
Funds holding: 336 → 392 (+56)
4% more funds holding in top 10
Funds holding in top 10: 48 → 50 (+2)
3.68% less ownership
Funds ownership: 72.19% → 68.52% (-3.7%)
11% less capital invested
Capital invested by funds: $4.94B → $4.42B (-$522M)
12% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$22M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$20.4M |
| 4 |
CCA
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
+$19.7M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$282M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$116M |
| 3 |
Betterment LLC
New York
|
-$84.8M |
| 4 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$42.9M |
| 5 |
LPL Financial
San Diego,
California
|
-$34.3M |
NEAR Hedge Fund Activity: Q4 2019 in Review
392 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2019, worth a combined $4.42B — down 11% from $4.94B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new NEAR positions and 33 closed out — a net gain of 61 holders — while 121 added to existing stakes and 138 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.
- 392 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2019, up from 336 in Q3 2019.
- Funds reported $4.42B of iShares Short Maturity Bond ETF stock for Q4 2019, down 11% quarter-over-quarter.
- 94 funds opened new iShares Short Maturity Bond ETF positions in Q4 2019 and 33 closed out, a net change of +61 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q4 2019 was Fidelity Investments, an estimated $25M added.
- The largest iShares Short Maturity Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $282M sold.
Based on aggregated 13F filings for Q4 2019.