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iShares Short Maturity Bond ETF
NEAR

331 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

7% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 121

3% less funds holding

Funds holding: 341 → 331 (-10)

5.28% less ownership

Funds ownership: 67.9% → 62.62% (-5.3%)

9% less capital invested

Capital invested by funds: $2.08B → $1.89B (-$184M)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
331
Holders Change
-10
Holders Change %
-2.93%
% of All Funds
4.77%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$27.3M
2
Jane Street
Jane Street
New York
+$18.6M
3
BI
Bramshill Investments
Florida
+$10.9M
4
AWS
Atria Wealth Solutions
New York
+$9.91M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$179M
2
Renaissance Technologies
Renaissance Technologies
New York
-$24M
3
TC
TAP Consulting
Missouri
-$14.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$13.6M
5
SLWA
San Luis Wealth Advisors
California
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAP
176
One Advisory Partners
Kansas
$565K -$11.5K -228 -2%
4WM
177
4J Wealth Management
Virginia
$558K -$3.48K -69 -0.6%
CC
178
Courier Capital
New York
$548K – – –
CIA
179
Concurrent Investment Advisors
Florida
$543K +$34.9K +691 +7%
SI
180
Stephens Inc
Arkansas
$540K – – –
TWP
181
Tyche Wealth Partners
Texas
$538K -$37.8K -750 -7%
SWP
182
Summit Wealth Partners
Florida
$531K -$99.8K -1,978 -16%
ES
183
ETF Store
Kansas
$528K +$3.78K +75 +0.7%
JWCA
184
J.W. Cole Advisors
Florida
$527K -$1.84M -36,527 -78%
WPC
185
White Pine Capital
Minnesota
$524K -$422K -8,356 -44%
GF
186
Gries Financial
Ohio
$508K – – –
DCM
187
Davidson Capital Management
Texas
$506K – – –
GI
188
GS Investments
Minnesota
$503K – – –
CCM
189
Crabel Capital Management
California
$501K -$447K -8,863 -47%
CFO
190
CVA Family Office
Colorado
$500K +$500K +9,915 New
TSS
191
Two Sigma Securities
New York
$500K +$500K +9,912 New
PFM
192
Phillips Financial Management
Indiana
$498K +$162K +3,214 +48%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$491K -$181K -3,584 -27%
FAM
194
Flaharty Asset Management
Florida
$491K – – –
Millennium Management
195
Millennium Management
New York
$485K +$485K +9,610 New
BFEC
196
Benjamin F. Edwards & Company
Missouri
$483K +$32.2K +638 +7%
BPA
197
Beacon Pointe Advisors
California
$464K -$238K -4,726 -34%
PFT
198
Providence First Trust
Arizona
$462K +$3.68K +73 +0.8%
KeyBank National Association
199
KeyBank National Association
Ohio
$460K -$41.6K -825 -8%
SCM
200
SOL Capital Management
Maryland
$455K -$50.5K -1,000 -10%
6 7
8
9 10

NEAR Hedge Fund Activity: Q1 2024 in Review

331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2024, worth a combined $1.89B — down 8.9% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of NEAR and 31 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 113 added.

The largest buyer was LPL Financial, adding an estimated $27.3M. The largest seller was Morgan Stanley, cutting an estimated $179M.

  • 331 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2024, down from 341 in Q4 2023.
  • Funds reported $1.89B of iShares Short Maturity Bond ETF stock for Q1 2024, down 8.9% quarter-over-quarter.
  • 31 funds opened new iShares Short Maturity Bond ETF positions in Q1 2024 and 33 closed out, a net change of -2 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $27.3M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2024.