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iShares Short Maturity Bond ETF

352 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.57B → $2.94B (+$374M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8.31% more ownership

Funds ownership: 54.38%62.69% (+8.3%)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

2% less funds holding

Funds holding: 359352 (-7)

40% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 149

Holders
352
Holders Change
-7
Holders Change %
-1.95%
% of All Funds
5.93%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
40
Increased
89
Reduced
149
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
176
HB Wealth Management
Georgia
$891K +$581K +11,753 +186%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$880K -$99 -2 -0%
NWM
178
NEIRG Wealth Management
Massachusetts
$878K -$151K -3,063 -15%
KA
179
Kovack Advisors
Florida
$851K -$1.15M -23,333 -57%
IAG
180
Investment Advisory Group
Massachusetts
$846K -$151K -3,053 -15%
CI
181
CX Institutional
Indiana
$814K +$817K +16,537 New
LTI
182
Laffer Tengler Investments
Tennessee
$810K -$61.6K -1,246 -7%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$785K -$79.8K -1,614 -9%
COCM
184
Charter Oak Capital Management
New Hampshire
$783K +$287K +5,806 +58%
LI
185
LVZ Inc
Michigan
$762K +$17K +343 +2%
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$742K -$82.4K -1,667 -10%
GI
187
GS Investments
Minnesota
$737K
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$719K +$672K +13,605 +1,367%
CC
189
Courier Capital
New York
$682K
PIMG
190
Patriot Investment Management Group
Tennessee
$672K -$33.5K -677 -5%
NWA
191
Navis Wealth Advisors
New York
$634K -$5.98M -121,016 -90%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$624K -$4.8M -97,140 -88%
CIAS
193
Capital Investment Advisory Services
North Carolina
$611K +$49 +1 +0%
4WM
194
4J Wealth Management
Virginia
$608K -$169K -3,429 -22%
1WM
195
1900 Wealth Management
Texas
$607K -$98.5K -1,994 -14%
CPIG
196
Chicago Partners Investment Group
Illinois
$604K -$51.6K -1,044 -8%
SCM
197
SOL Capital Management
Maryland
$597K -$85K -1,720 -12%
IAIM
198
Industrial Alliance Investment Management
Quebec, Canada
$592K +$594K +12,024 New
CAWM
199
Capital Advisors Wealth Management
Washington
$590K -$668K -13,524 -53%
FWSM
200
First Wilshire Securities Management
California
$586K -$64.3K -1,300 -10%

NEAR Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2022, worth a combined $2.94B — up 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 39 closed out — a net gain of 1 holder — while 89 added to existing stakes and 149 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $247M. The largest seller was Enstar Group, exiting entirely with an estimated $45.4M sold.

  • 352 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2022, down from 359 in Q1 2022.
  • Funds reported $2.94B of iShares Short Maturity Bond ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q2 2022 and 39 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2022 was EP Wealth Advisors, an estimated $247M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2022 was Enstar Group, an estimated $45.4M sold.

Based on aggregated 13F filings for Q2 2022.