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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
201
HighTower Trust
Texas
$940K -$112K -2,256 -11%
ACS
202
Archford Capital Strategies
Illinois
$915K +$623K +12,608 +221%
CG
203
CFO4Life Group
Texas
$901K +$493K +9,969 +124%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$897K -$663K -13,407 -43%
AA
205
Ancora Advisors
Ohio
$881K +$649K +13,120 +292%
FA
206
FDx Advisors
Illinois
$876K -$847K -17,135 -49%
WP
207
WealthShield Partners
North Carolina
$863K -$419K -8,485 -33%
WQ
208
Wealth Quarterback
New Jersey
$828K -$985K -19,933 -55%
Mariner
209
Mariner
Kansas
$810K -$5.14K -104 -0.6%
IWM
210
IHT Wealth Management
Illinois
$808K -$182K -3,682 -19%
MIM
211
Moseley Investment Management
Florida
$796K -$1.29M -26,051 -62%
UWPG
212
Ullmann Wealth Partners Group
Florida
$794K -$1.17M -23,623 -60%
JWCA
213
J.W. Cole Advisors
Florida
$792K +$783K +15,843 New
TP
214
Tranquility Partners
Tennessee
$791K +$782K +15,815 New
Baird Financial Group
215
Baird Financial Group
Wisconsin
$773K -$690K -13,954 -47%
GC
216
Guggenheim Capital
Illinois
$770K +$378K +7,653 +99%
ACP
217
Aveo Capital Partners
Colorado
$759K -$52.7K -1,066 -7%
VWA
218
Visionary Wealth Advisors
Illinois
$748K +$739K +14,956 New
CFG
219
Cooper Financial Group
California
$734K -$7.31M -147,872 -91%
AWS
220
Arkfeld Wealth Strategies
Nebraska
$723K -$59.3K -1,200 -8%
MA
221
MUFG Americas
New York
$721K +$51.9K +1,050 New
I
222
INVST
Indiana
$688K -$736K -14,898 -52%
PFT
223
Providence First Trust
Arizona
$662K +$2.57K +52 +0.4%
AAS
224
Avantax Advisory Services
Texas
$658K -$10K -203 -2%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$651K -$8.01K -162 -1%

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.