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iShares Short Maturity Bond ETF
NEAR

3 hedge funds and large institutions have $3.62M invested in iShares Short Maturity Bond ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more capital invested

Capital invested by funds: $984K → $3.62M (+$2.64M)

50% more funds holding

Funds holding: 2 → 3 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$2.65M
2
NGA
Naples Global Advisors
Florida
+$30.6K

Top Sellers

Rank Fund Capital Flow
1
HJA
Hugh Johnson Advisors
New York
-$40.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$2.65M +$2.65M +52,719 New
NGA
2
Naples Global Advisors
Florida
$603K +$30.6K +610 +5%
HJA
3
Hugh Johnson Advisors
New York
$372K -$40.2K -800 -10%

NEAR Hedge Fund Activity: Q1 2014 in Review

3 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2014, worth a combined $3.62M — up 268% from $984K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new NEAR positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $2.65M. The largest seller was Hugh Johnson Advisors, cutting an estimated $40.2K.

  • 3 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2014, up from 2 in Q4 2013.
  • Funds reported $3.62M of iShares Short Maturity Bond ETF stock for Q1 2014, up 268% quarter-over-quarter.
  • 1 fund opened new iShares Short Maturity Bond ETF positions in Q1 2014 and 0 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2014 was Parametric Portfolio Associates, an estimated $2.65M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2014 was Hugh Johnson Advisors, an estimated $40.2K sold.

Based on aggregated 13F filings for Q1 2014.