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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EBWM
151
Eagle Bluffs Wealth Management
Missouri
$1.41M +$1.41M +28,166 New
WCM
152
Windsor Capital Management
Arizona
$1.4M +$83K +1,659 +6%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$1.39M +$1.39M +27,751 New
KCA
154
Karn Couzens & Associates
Connecticut
$1.37M -$17.5K -350 -1%
LG
155
LaFleur & Godfrey
Michigan
$1.36M -$100K -2,000 -7%
SCM
156
Southport Capital Management
Tennessee
$1.35M +$1.35M +26,994 New
FCA
157
FinTrust Capital Advisors
South Carolina
$1.29M
SCA
158
Snowden Capital Advisors
New York
$1.27M -$16.7K -333 -1%
PFS
159
Prospera Financial Services
Texas
$1.26M +$940K +18,791 +292%
NAM
160
NTV Asset Management
West Virginia
$1.25M +$15.9K +318 +1%
1WM
161
1900 Wealth Management
Texas
$1.24M -$19.4K -388 -2%
NF
162
Nikulski Financial
Iowa
$1.24M +$215K +4,296 +21%
BWG
163
Beta Wealth Group
California
$1.21M
SFG
164
Sovereign Financial Group
Connecticut
$1.19M +$571K +11,421 +92%
LJAC
165
L.J. Altfest & Co
New York
$1.19M -$512K -10,242 -30%
DC
166
Darrow Company
Massachusetts
$1.18M +$1.19M +23,710 New
CPIG
167
Chicago Partners Investment Group
Illinois
$1.18M -$129K -2,587 -10%
Mariner
168
Mariner
Kansas
$1.15M +$416K +8,324 +57%
OIA
169
OneDigital Investment Advisors
Kansas
$1.11M -$84.5K -1,689 -7%
KA
170
Kovack Advisors
Florida
$1.08M -$963K -19,249 -47%
IF
171
Intrua Financial
Texas
$1.08M -$164K -3,275 -13%
JSL
172
JT Stratford LLC
Georgia
$1.07M -$160K -3,200 -13%
IFO
173
Independent Family Office
New York
$1.06M +$400K +8,007 +60%
WIA
174
World Investment Advisors
California
$1.06M -$308K -6,149 -22%
GKWIM
175
Gerber Kawasaki Wealth & Investment Management
California
$1.06M -$499K -9,970 -32%

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.