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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$1.22M +$63.6K +1,286 +6%
BCI
177
Brinker Capital Investments
Pennsylvania
$1.19M -$591K -11,946 -33%
FA
178
Fortis Advisors
Pennsylvania
$1.19M +$15.2K +307 +1%
VC
179
Vicus Capital
Pennsylvania
$1.17M +$17.1K +346 +2%
LI
180
LVZ Inc
Michigan
$1.17M -$44K -891 -4%
VWA
181
V Wealth Advisors
Kansas
$1.17M +$224K +4,534 +24%
FTUS
182
Flow Traders U.S.
New York
$1.14M +$1.13M +22,763 New
ECA
183
Elevated Capital Advisors
Utah
$1.11M +$1.1M +22,254 New
TF
184
Trek Financial
Arizona
$1.11M -$646K -13,068 -37%
UC
185
Unio Capital
New Jersey
$1.1M -$1.48M -30,026 -58%
WCG
186
Weaver Consulting Group
California
$1.09M -$55.6K -1,124 -5%
FCM
187
Firestone Capital Management
Florida
$1.08M
MCM
188
Makena Capital Management
California
$1.07M +$99.6K +2,015 +10%
GL
189
Graypoint LLC
New York
$1.06M +$46.1K +933 +5%
VAG
190
VisionPoint Advisory Group
Texas
$1.04M +$65.5K +1,325 +7%
FFC
191
Fure Financial Corporation
Minnesota
$1.03M -$6.46M -130,710 -86%
BHWM
192
Bay Harbor Wealth Management
Maryland
$1.03M -$1.31M -26,558 -56%
LWM
193
Liberty Wealth Management
California
$1.03M -$597K -12,082 -37%
NFG
194
Next Financial Group
Texas
$1M -$962K -19,453 -49%
NL
195
NWAM LLC
Washington
$993K +$982K +19,860 New
NEIRG
196
New England Investment & Retirement Group
Massachusetts
$981K +$331K +6,694 +52%
OPS
197
Orion Portfolio Solutions
Nebraska
$969K -$9.54M -192,909 -91%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$958K +$86.8K +1,755 +10%
WIA
199
World Investment Advisors
California
$953K +$512K +10,348 +119%
FM
200
Foster & Motley
Ohio
$947K -$21.7K -439 -2%

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.