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iShares Short Maturity Bond ETF
NEAR

321 hedge funds and large institutions have $1.85B invested in iShares Short Maturity Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 62.62% → 62.81% (+0.19%)

2% less capital invested

Capital invested by funds: $1.89B → $1.85B (-$39.6M)

3% less funds holding

Funds holding: 331 → 321 (-10)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

11% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 36

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
321
Holders Change
-10
Holders Change %
-3.02%
% of All Funds
4.64%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
32
Increased
103
Reduced
129
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
+$41.8M
2
BI
Bramshill Investments
Florida
+$13.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$10.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
SLWA
San Luis Wealth Advisors
California
-$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
176
Prospera Financial Services
Texas
$547K +$145K +2,900 +36%
CC
177
Courier Capital
New York
$546K – – –
Bank of New York Mellon
178
Bank of New York Mellon
New York
$542K +$51.8K +1,032 +11%
SWP
179
Summit Wealth Partners
Florida
$530K +$1.15K +23 +0.2%
DADC
180
D.A. Davidson & Co
Montana
$527K -$210K -4,190 -29%
TWP
181
Tyche Wealth Partners
Texas
$527K -$10K -200 -2%
TC
182
TownSquare Capital
Utah
$520K -$45K -898 -8%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$515K +$32.4K +645 +7%
GF
184
Gries Financial
Ohio
$506K – – –
DCM
185
Davidson Capital Management
Texas
$505K – – –
CFO
186
CVA Family Office
Colorado
$499K – – –
WPC
187
White Pine Capital
Minnesota
$497K -$29.8K -594 -6%
ES
188
ETF Store
Kansas
$494K -$32.6K -650 -6%
SG
189
StoneX Group
New York
$484K +$482K +9,610 New
KeyBank National Association
190
KeyBank National Association
Ohio
$479K +$20.1K +400 +4%
PFT
191
Providence First Trust
Arizona
$466K +$5.52K +110 +1%
NCM
192
Next Capital Management
New York
$452K – – –
BPA
193
Beacon Pointe Advisors
California
$442K -$20.9K -417 -5%
SCM
194
SOL Capital Management
Maryland
$442K -$12.5K -250 -3%
SF
195
Synovus Financial
Georgia
$439K -$162K -3,224 -27%
RWP
196
RWA Wealth Partners
Massachusetts
$438K +$5.22K +104 +1%
GI
197
GS Investments
Minnesota
$437K -$65.2K -1,300 -13%
OPWM
198
Oxinas Partners Wealth Management
Indiana
$424K -$334K -6,659 -44%
SG
199
Somerset Group
Minnesota
$410K – – –
BWCS
200
Beirne Wealth Consulting Services
Connecticut
$400K +$34.6K +690 +10%
6 7
8
9 10

NEAR Hedge Fund Activity: Q2 2024 in Review

321 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2024, worth a combined $1.85B — down 2.1% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEAR and 32 opened new positions — a net loss of 4 holders — while 129 trimmed existing stakes and 103 added.

The largest buyer was Clearwater Capital Advisors, adding an estimated $41.8M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $14.9M.

  • 321 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2024, down from 331 in Q1 2024.
  • Funds reported $1.85B of iShares Short Maturity Bond ETF stock for Q2 2024, down 2.1% quarter-over-quarter.
  • 32 funds opened new iShares Short Maturity Bond ETF positions in Q2 2024 and 36 closed out, a net change of -4 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2024 was Clearwater Capital Advisors, an estimated $41.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2024.