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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
176
Patten Group
Tennessee
$1.03M +$274K +5,482 +36%
CL
177
CPWM LLC
Washington
$1.01M
PWP
178
Personal Wealth Partners
Minnesota
$1.01M +$56K +1,119 +6%
LTI
179
Laffer Tengler Investments
Tennessee
$1.01M -$91.5K -1,829 -8%
IAG
180
Investment Advisory Group
Massachusetts
$1.01M +$1.01M +20,285 New
TFCP
181
Twin Focus Capital Partners
Massachusetts
$999K
FCFC
182
First Citizens Financial Corp
Iowa
$996K +$998K +19,945 New
First Trust Advisors
183
First Trust Advisors
Illinois
$991K -$36.9K -737 -4%
SPC
184
Sigma Planning Corp
Michigan
$951K -$102K -2,043 -10%
OPWM
185
Oxinas Partners Wealth Management
Indiana
$950K -$289K -5,771 -23%
CAL
186
Capital Advisors Ltd
Ohio
$937K +$731K +14,620 +353%
CRWM
187
Castle Rock Wealth Management
California
$919K +$165K +3,307 +22%
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$896K -$74.7K -1,494 -8%
GC
189
Guggenheim Capital
Illinois
$885K -$35.8K -716 -4%
YWP
190
YorkBridge Wealth Partners
New York
$885K +$79.7K +1,593 +10%
NWM
191
NEIRG Wealth Management
Massachusetts
$844K +$845K +16,901 New
4WM
192
4J Wealth Management
Virginia
$831K -$26.4K -527 -3%
FAIM
193
Financial Advocates Investment Management
Washington
$829K -$72K -1,440 -8%
CAWM
194
Capital Advisors Wealth Management
Washington
$820K +$251K +5,024 +44%
CIAS
195
Capital Investment Advisory Services
North Carolina
$818K +$1K +20 +0.1%
LI
196
LVZ Inc
Michigan
$805K -$82.1K -1,642 -9%
PLFAM
197
Pineno Levin & Ford Asset Management
Virginia
$777K +$120K +2,400 +18%
SFP
198
Shepherd Financial Partners
Massachusetts
$774K -$257K -5,146 -25%
PIMG
199
Patriot Investment Management Group
Tennessee
$771K -$54.8K -1,096 -7%
GL
200
Graypoint LLC
New York
$763K +$76.3K +1,525 +11%

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.