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iShares Short Maturity Bond ETF
NEAR

327 hedge funds and large institutions have $1.81B invested in iShares Short Maturity Bond ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 321 → 327 (+6)

1% less ownership

Funds ownership: 62.81% → 61.81% (-1%)

2% less capital invested

Capital invested by funds: $1.85B → $1.81B (-$39.4M)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
4.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
108
Reduced
126
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$13.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$11.5M
3
MWC
MBM Wealth Consultants
Missouri
+$8.92M
4
TC
TAP Consulting
Missouri
+$8.52M
5
Morgan Stanley
Morgan Stanley
New York
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$30M
2
RPSA
Richard P. Slaughter Associates
Texas
-$27.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.1M
4
Jane Street
Jane Street
New York
-$13M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
176
CVA Family Office
Colorado
$565K +$56.4K +1,109 +11%
4WM
177
4J Wealth Management
Virginia
$560K +$457 +9 +0.1%
CC
178
Courier Capital
New York
$556K – – –
DADC
179
D.A. Davidson & Co
Montana
$551K +$14.2K +280 +3%
TWP
180
Tyche Wealth Partners
Texas
$536K – – –
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$533K -$4.79M -94,167 -90%
RPSA
182
Richard P. Slaughter Associates
Texas
$517K -$27.4M -538,689 -98%
GF
183
Gries Financial
Ohio
$516K – – –
ES
184
ETF Store
Kansas
$507K +$4.57K +90 +0.9%
TI
185
TrueMark Investments
Illinois
$507K -$92K -1,810 -15%
TC
186
TownSquare Capital
Utah
$506K -$23.2K -456 -4%
SWM
187
Sugarloaf Wealth Management
Georgia
$501K -$235K -4,624 -32%
KPWG
188
KFA Private Wealth Group
Virginia
$492K -$68.3K -1,343 -12%
KeyBank National Association
189
KeyBank National Association
Ohio
$487K – – –
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$484K -$689K -13,556 -59%
SWP
191
Summit Wealth Partners
Florida
$473K -$66.2K -1,302 -12%
OCM
192
Objective Capital Management
Ohio
$471K +$468K +9,201 New
NCM
193
Next Capital Management
New York
$460K – – –
RWP
194
RWA Wealth Partners
Massachusetts
$452K +$5.69K +112 +1%
SF
195
Synovus Financial
Georgia
$452K +$4.57K +90 +1%
SCM
196
SOL Capital Management
Maryland
$451K +$1.02K +20 +0.2%
GI
197
GS Investments
Minnesota
$445K – – –
SPAS
198
Spectrum Planning & Advisory Services
California
$444K +$93.2K +1,834 +27%
LIA
199
Luken Investment Analytics
Tennessee
$433K +$101K +1,984 +31%
SG
200
Somerset Group
Minnesota
$418K – – –
6 7
8
9 10

NEAR Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2024, worth a combined $1.81B — down 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NEAR positions and 22 closed out — a net gain of 8 holders — while 108 added to existing stakes and 126 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $13.8M. The largest seller was Truist Financial, cutting an estimated $30M.

  • 327 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2024, up from 321 in Q2 2024.
  • Funds reported $1.81B of iShares Short Maturity Bond ETF stock for Q3 2024, down 2.1% quarter-over-quarter.
  • 30 funds opened new iShares Short Maturity Bond ETF positions in Q3 2024 and 22 closed out, a net change of +8 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2024 was Bramshill Investments, an estimated $13.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2024 was Truist Financial, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2024.