We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

284 hedge funds and large institutions have $4.58B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 16

121% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 56

92% more funds holding in top 10

Funds holding in top 10: 25 → 48 (+23)

38% more capital invested

Capital invested by funds: $3.31B → $4.58B (+$1.27B)

29% more funds holding

Funds holding: 221 → 284 (+63)

5.46% more ownership

Funds ownership: 72.74% → 78.2% (+5.5%)

Holders
284
Holders Change
+63
Holders Change %
+28.51%
% of All Funds
6.33%
Holding in Top 10
48
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+92%
% of All Funds
1.07%
New
81
Increased
124
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$294M
2
Bank of America
Bank of America
North Carolina
+$196M
3
Betterment LLC
Betterment LLC
New York
+$73.6M
4
AssetMark Inc
AssetMark Inc
California
+$55.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.4M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$39.1M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$30M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
BCM
Brookstone Capital Management
Illinois
-$13.3M
5
CG
CFO4Life Group
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
176
Csenge Advisory Group
Florida
$841K +$845K +16,887 New
MM
177
Meridian Management
Arkansas
$815K -$406K -8,110 -33%
AIM
178
Astor Investment Management
Illinois
$758K +$274K +5,477 +56%
TM
179
Titan Managers
Arizona
$750K +$752K +15,046 New
VFA
180
Valeo Financial Advisors
Indiana
$737K +$110K +2,200 +17%
CAL
181
Capital Advisors Ltd
Ohio
$713K +$75K +1,500 +12%
KeyBank National Association
182
KeyBank National Association
Ohio
$696K +$110K +2,207 +19%
APC
183
Aspire Private Capital
North Carolina
$687K +$690K +13,789 New
PA
184
Parallel Advisors
California
$678K +$202K +4,035 +42%
FPFS
185
First Personal Financial Services
North Carolina
$661K +$2.95K +59 +0.4%
WF
186
WealthTrust Fairport
Ohio
$645K – – –
SIA
187
Strategic Investment Advisors
Michigan
$645K +$647K +12,941 New
GRP
188
Global Retirement Partners
California
$643K +$110K +2,205 +21%
FM
189
Foster & Motley
Ohio
$641K +$30K +600 +5%
FNT
190
First National Trust
Pennsylvania
$634K – – –
HTC
191
Haverford Trust Company
Pennsylvania
$597K – – –
IIA
192
IPG Investment Advisors
California
$580K +$135K +2,690 +30%
OFG
193
OmniStar Financial Group
North Carolina
$573K +$67.3K +1,346 +13%
GBBWRPM
194
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$562K +$563K +11,266 New
IGGA
195
Iron Gate Global Advisors
Utah
$562K +$564K +11,278 New
CA
196
Cetera Advisors
Colorado
$543K +$209K +4,172 +62%
IWM
197
IHT Wealth Management
Illinois
$531K +$67.7K +1,354 +15%
SIC
198
Sigma Investment Counselors
Michigan
$499K -$750K -15,000 -60%
SC
199
Stratford Consulting
Texas
$499K +$500K +10,000 New
LI
200
LVZ Inc
Michigan
$498K +$100K +2,008 +25%
6 7
8
9 10

NEAR Hedge Fund Activity: Q4 2018 in Review

284 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2018, worth a combined $4.58B — up 38% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NEAR positions and 16 closed out — a net gain of 65 holders — while 124 added to existing stakes and 56 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $294M. The largest seller was Cornerstone Wealth Management, cutting an estimated $39.1M.

  • 284 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2018, up from 221 in Q3 2018.
  • Funds reported $4.58B of iShares Short Maturity Bond ETF stock for Q4 2018, up 38% quarter-over-quarter.
  • 81 funds opened new iShares Short Maturity Bond ETF positions in Q4 2018 and 16 closed out, a net change of +65 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $294M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2018.