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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
201
Orion Portfolio Solutions
Nebraska
$761K -$44.8K -895 -6%
JWCA
202
J.W. Cole Advisors
Florida
$758K -$436K -8,715 -36%
GI
203
GS Investments
Minnesota
$748K -$51.3K -1,025 -6%
SLWA
204
San Luis Wealth Advisors
California
$740K -$20.1K -402 -3%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$717K +$718K +14,358 New
SWP
206
Stratos Wealth Partners
Ohio
$714K -$7.2K -144 -1%
MSFS
207
Main Street Financial Solutions
Pennsylvania
$701K +$131K +2,627 +23%
CC
208
Courier Capital
New York
$692K +$425K +8,500 +159%
FM
209
Foster & Motley
Ohio
$678K +$81.8K +1,635 +14%
FWSM
210
First Wilshire Securities Management
California
$668K -$146K -2,920 -18%
WC
211
Whitney & Co
New York
$664K -$3.75K -75 -0.6%
COCM
212
Charter Oak Capital Management
New Hampshire
$645K -$66.7K -1,333 -9%
NFG
213
Next Financial Group
Texas
$599K +$32.3K +645 +6%
MIM
214
Marco Investment Management
Georgia
$597K -$129K -2,581 -18%
UWPG
215
Ullmann Wealth Partners Group
Florida
$591K +$50 +1 +0%
EH
216
Equitable Holdings
New York
$558K -$9.29M -185,700 -94%
MPW
217
MA Private Wealth
California
$537K -$3.72M -74,306 -87%
LNWWM
218
Laird Norton Wetherby Wealth Management
California
$534K +$260K +5,206 +95%
BWP
219
Bernardo Wealth Planning
Pennsylvania
$531K -$37.9K -758 -7%
PFT
220
Providence First Trust
Arizona
$528K +$1.1K +22 +0.2%
TWM
221
Tradition Wealth Management
Minnesota
$523K -$128K -2,560 -20%
KeyBank National Association
222
KeyBank National Association
Ohio
$521K
ES
223
ETF Store
Kansas
$508K +$510K +10,204 New
CAM
224
Cidel Asset Management
Ontario, Canada
$500K -$500K -10,000 Closed
TC
225
TownSquare Capital
Utah
$492K -$29.2K -584 -6%

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.