NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

315 hedge funds and large institutions have $5.74B invested in iShares Short Maturity Bond ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
6.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
43
Increased
117
Reduced
122
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$140M
2
GC
Guggenheim Capital
Illinois
+$27.1M
3
AIM
Astor Investment Management
Illinois
+$26.8M
4
Betterment LLC
Betterment LLC
New York
+$24.3M
5
Wells Fargo
Wells Fargo
California
+$17.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$170M
2
DF
Donoghue Forlines
Massachusetts
-$37.6M
3
SAS
Sage Advisory Services
Texas
-$28.8M
4
CFGS
Concourse Financial Group Securities
Alabama
-$23M
5
Morgan Stanley
Morgan Stanley
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
201
Van Hulzen Asset Management
California
$622K +$332K +6,607 +115%
VAS
202
Vestmark Advisory Solutions
Massachusetts
$620K -$66K -1,311 -10%
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$615K +$216K +4,284 +54%
MM
204
Meridian Management
Arkansas
$607K +$5.03K +100 +0.8%
CAC
205
Certified Advisory Corp
Florida
$605K +$605K +12,030 New
NEIRG
206
New England Investment & Retirement Group
Massachusetts
$603K +$30.8K +612 +5%
FCA
207
FinTrust Capital Advisors
South Carolina
$601K -$172K -3,410 -22%
SAM
208
Shamrock Asset Management
Texas
$601K +$530K +10,530 +747%
SXL
209
Summit X LLC
Missouri
$596K -$108K -2,145 -15%
SFG
210
Sage Financial Group
Pennsylvania
$582K -$174K -3,450 -23%
SCM
211
SOL Capital Management
Maryland
$579K +$267K +5,300 +85%
PFA
212
Pettinga Financial Advisors
Indiana
$566K +$566K +11,248 New
DAS
213
Dynamic Advisor Solutions
Arizona
$561K +$561K +11,148 New
WLIM
214
White Lighthouse Investment Management
Massachusetts
$541K -$104K -2,060 -16%
SC
215
Scotia Capital
Ontario, Canada
$525K -$101K -2,000 -16%
IGGA
216
Iron Gate Global Advisors
Utah
$507K -$170K -3,375 -25%
HTC
217
Haverford Trust Company
Pennsylvania
$502K -$101K -2,000 -17%
IIA
218
IPG Investment Advisors
California
$485K -$101K -2,000 -17%
WIA
219
World Investment Advisors
California
$465K +$125K +2,486 +37%
GIA
220
Gladstone Institutional Advisory
Florida
$457K +$71.6K +1,421 +19%
APA
221
American Portfolios Advisors
New York
$457K -$30.7K -609 -6%
Neuberger Berman Group
222
Neuberger Berman Group
New York
$442K +$180K +3,575 +69%
TP
223
Tranquility Partners
Tennessee
$442K +$442K +8,775 New
AW
224
ACG Wealth
Georgia
$406K – – –
GBBWRPM
225
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$404K -$31.4K -625 -7%
7 8
9
10 11