iShares Short Maturity Bond ETF
NEAR
206 hedge funds and large institutions have $2.92B invested in iShares Short Maturity Bond ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 42 reducing their positions, and 18 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 42
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
27% more capital invested
Capital invested by funds: $2.29B → $2.92B (+$624M)
10.36% more ownership
Funds ownership: 66.23% → 76.59% (+10%)
8% more funds holding
Funds holding: 190 → 206 (+16)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$338M |
| 2 |
TTSTC
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
+$182M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$112M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$42.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$215M |
| 2 |
BlackRock
New York
|
-$71.4M |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$10M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$7.94M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$6.24M |
NEAR Hedge Fund Activity: Q2 2018 in Review
206 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2018, worth a combined $2.92B — up 27% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new NEAR positions and 18 closed out — a net gain of 17 holders — while 97 added to existing stakes and 42 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $338M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $215M sold.
- 206 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2018, up from 190 in Q1 2018.
- Funds reported $2.92B of iShares Short Maturity Bond ETF stock for Q2 2018, up 27% quarter-over-quarter.
- 35 funds opened new iShares Short Maturity Bond ETF positions in Q2 2018 and 18 closed out, a net change of +17 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $338M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2018 was 3EDGE Asset Management, an estimated $215M sold.
Based on aggregated 13F filings for Q2 2018.