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iShares Short Maturity Bond ETF

3 hedge funds and large institutions have $1.23M invested in iShares Short Maturity Bond ETF in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 33 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

66% less capital invested

Capital invested by funds: $3.62M → $1.23M (-$2.39M)

Holders
3
Holders Change
Holders Change %
0%
% 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
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
1
Naples Global Advisors
Florida
$636K +$32.3K +643 +5%
HJA
2
Hugh Johnson Advisors
New York
$373K
AIM
3
Astor Investment Management
Illinois
$219K +$219K +4,360 New
PPA
4
Parametric Portfolio Associates
Washington
-$2.65M -52,719 Closed

NEAR Hedge Fund Activity: Q2 2014 in Review

3 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2014, worth a combined $1.23M — down 66% from $3.62M a quarter earlier.

Fund positioning in NEAR was balanced in Q2 2014: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Astor Investment Management, opening a new position worth an estimated $219K. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $2.65M sold.

  • 3 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $1.23M of iShares Short Maturity Bond ETF stock for Q2 2014, down 66% quarter-over-quarter.
  • 1 fund opened new iShares Short Maturity Bond ETF positions in Q2 2014 and 1 closed out, a net change of 0 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2014 was Astor Investment Management, an estimated $219K added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2014 was Parametric Portfolio Associates, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2014.