iShares Short Maturity Bond ETF
NEAR
330 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 142 reducing their positions, and 34 closing their positions.
0% more capital invested
Capital invested by funds: $2.6B → $2.6B (+$6.98M)
3% less funds holding
Funds holding: 341 → 330 (-11)
5.1% less ownership
Funds ownership: 65.88% → 60.78% (-5.1%)
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
24% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 34
32% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$43.7M |
| 2 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$32.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.1M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.19M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$154M |
| 2 |
BlackRock
New York
|
-$122M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$94.2M |
| 4 |
Morgan Stanley
New York
|
-$14.8M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.7M |
NEAR Hedge Fund Activity: Q2 2023 in Review
330 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2023, worth a combined $2.6B — up 0.27% from $2.6B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of NEAR and 26 opened new positions — a net loss of 8 holders — while 142 trimmed existing stakes and 97 added.
The largest buyer was Jane Street, adding an estimated $43.7M. The largest seller was Bank of America, cutting an estimated $154M.
- 330 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2023, down from 341 in Q1 2023.
- Funds reported $2.6B of iShares Short Maturity Bond ETF stock for Q2 2023, up 0.27% quarter-over-quarter.
- 26 funds opened new iShares Short Maturity Bond ETF positions in Q2 2023 and 34 closed out, a net change of -8 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2023 was Jane Street, an estimated $43.7M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2023 was Bank of America, an estimated $154M sold.
Based on aggregated 13F filings for Q2 2023.