NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

221 hedge funds and large institutions have $3.31B invested in iShares Short Maturity Bond ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
5.06%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.57%
New
35
Increased
121
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$183M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$110M
3
Morgan Stanley
Morgan Stanley
New York
$323M
4
AG
Advisor Group
Arizona
$73.2M
5
PAS
Park Avenue Securities
New York
$85.5M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$46.3M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$132M
3
GIA
GHP Investment Advisors
Colorado
$21.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$588M
5
MBT
Montecito Bank & Trust
California
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
201
Burt Wealth Advisors
Maryland
$80K – – –
SFA
202
Spectrum Financial Alliance
Kentucky
$63K +$19.5K +390 +45%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$58K – – –
ONST
204
Old North State Trust
North Carolina
$47K +$47K +957 New
SIS
205
Sound Income Strategies
Florida
$39K -$14.5K -288 -27%
MFW
206
Mosaic Family Wealth
Missouri
$26K +$26K +525 New
MSA
207
Marino Stram & Associates
Massachusetts
$21K +$101 +2 +0.5%
SBL
208
Sargent Bickham Lagudis
Colorado
$20K +$20K +397 +39,700%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$16K +$5.13K +102 +47%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$15.3K +$6.88K +137 +82%
EWM
211
Edge Wealth Management
New York
$15K +$15K +300 New
PCFFS
212
Pacific Center for Financial Services
California
$14K +$14K +281 New
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
PWAG
214
Polaris Wealth Advisory Group
California
$8K +$7.09K +148 +779%
CFD
215
Creative Financial Designs
Indiana
$7K – – –
Financial Engines Advisors
216
Financial Engines Advisors
California
$6K +$6K +129 New
PCM
217
Peak Capital Management
Colorado
$1K – – –
AWM
218
AllSquare Wealth Management
New York
$1K – – –
APSP
219
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$36 +1 +4%
PO
220
Private Ocean
California
$1K +$1K +10 New
LFAS
221
Level Four Advisory Services
Texas
– -$3.46M -68,968 Closed
SP
222
Sarasin & Partners
United Kingdom
– -$2.99M -59,650 Closed
Citadel Advisors
223
Citadel Advisors
Florida
– -$2.95M -58,747 Closed
CCM
224
Canal Capital Management
Virginia
– -$1.5M -29,926 Closed
MIAN
225
Mariner Independent Advisor Network
Kansas
– -$1.45M -28,895 Closed
6 7 8
9
10