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iShares Short Maturity Bond ETF
NEAR

221 hedge funds and large institutions have $3.31B invested in iShares Short Maturity Bond ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 41

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

47% more funds holding in top 10

Funds holding in top 10: 17 → 25 (+8)

13% more capital invested

Capital invested by funds: $2.92B → $3.31B (+$394M)

7% more funds holding

Funds holding: 206 → 221 (+15)

3.85% less ownership

Funds ownership: 76.59% → 72.74% (-3.8%)

Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
5.05%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.57%
New
35
Increased
121
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$87.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$65.9M
3
Morgan Stanley
Morgan Stanley
New York
+$60M
4
AG
Advisor Group
Arizona
+$49.9M
5
PAS
Park Avenue Securities
New York
+$42.1M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$273M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$49.7M
3
GIA
GHP Investment Advisors
Colorado
-$7.36M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.24M
5
MBT
Montecito Bank & Trust
California
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
176
Empirical Wealth Management
Washington
$334K +$333K +6,650 New
RBA
177
Richard Bernstein Advisors
New York
$332K +$332K +6,625 New
LG
178
LaFleur & Godfrey
Michigan
$319K – – –
BI
179
Bramshill Investments
Florida
$288K +$1.66K +33 +0.6%
SXL
180
Summit X LLC
Missouri
$287K +$287K +5,733 New
LNWWM
181
Laird Norton Wetherby Wealth Management
California
$275K – – –
DWM
182
Dynasty Wealth Management
Florida
$271K -$35.1K -700 -11%
AIM
183
Aspen Investment Management
Michigan
$266K -$50.1K -1,000 -16%
AF
184
Advisornet Financial
Minnesota
$253K +$253K +5,045 New
S
185
SignatureFD
Georgia
$252K -$1.71K -34 -0.7%
WAOTB
186
Wealth Advisors of Tampa Bay
Florida
$238K – – –
HPC
187
Hobart Private Capital
North Carolina
$231K +$26.7K +532 +13%
OCM
188
One Capital Management
California
$226K -$100K -2,000 -31%
Citigroup
189
Citigroup
New York
$222K +$200K +3,984 +901%
VAM
190
Visionary Asset Management
Texas
$221K +$221K +4,402 New
SCM
191
Stellar Capital Management
Arizona
$215K +$214K +4,277 New
US Bancorp
192
US Bancorp
Minnesota
$204K -$752 -15 -0.4%
SS
193
Simplicity Solutions
Minnesota
$202K -$85.7K -1,710 -30%
EWM
194
Elmwood Wealth Management
California
$201K – – –
APA
195
American Portfolios Advisors
New York
$196K -$9.18K -183 -4%
CCA
196
Catalyst Capital Advisors
New York
$181K -$40.1K -800 -18%
BEAM
197
Baker Ellis Asset Management
Washington
$151K – – –
TJHA
198
Thomas J. Herzfeld Advisors
Florida
$135K -$366K -7,300 -73%
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$107K +$107K +2,132 New
MWM
200
Mascoma Wealth Management
New Hampshire
$100K +$100K +1,994 New
6 7
8
9 10

NEAR Hedge Fund Activity: Q3 2018 in Review

221 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2018, worth a combined $3.31B — up 13% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NEAR positions and 20 closed out — a net gain of 15 holders — while 121 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $87.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $273M.

  • 221 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2018, up from 206 in Q2 2018.
  • Funds reported $3.31B of iShares Short Maturity Bond ETF stock for Q3 2018, up 13% quarter-over-quarter.
  • 35 funds opened new iShares Short Maturity Bond ETF positions in Q3 2018 and 20 closed out, a net change of +15 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2018 was LPL Financial, an estimated $87.5M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2018.