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iShares Short Maturity Bond ETF
NEAR

4 hedge funds and large institutions have $26.7M invested in iShares Short Maturity Bond ETF in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,073% more capital invested

Capital invested by funds: $1.23M → $26.7M (+$25.5M)

33% more funds holding

Funds holding: 3 → 4 (+1)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
+$25.3M
2
NGA
Naples Global Advisors
Florida
+$156K
3
HJA
Hugh Johnson Advisors
New York
+$15.1K
4
AIM
Astor Investment Management
Illinois
+$1.91K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1
STALEY CAPITAL ADVISERS
Pennsylvania
$25.3M +$25.3M +503,800 New
NGA
2
Naples Global Advisors
Florida
$791K +$156K +3,104 +25%
HJA
3
Hugh Johnson Advisors
New York
$387K +$15.1K +300 +4%
AIM
4
Astor Investment Management
Illinois
$221K +$1.91K +38 +0.9%

NEAR Hedge Fund Activity: Q3 2014 in Review

4 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2014, worth a combined $26.7M — up 2,073% from $1.23M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new NEAR positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.

The largest buyer was STALEY CAPITAL ADVISERS, opening a new position worth an estimated $25.3M.

  • 4 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2014, up from 3 in Q2 2014.
  • Funds reported $26.7M of iShares Short Maturity Bond ETF stock for Q3 2014, up 2,073% quarter-over-quarter.
  • 1 fund opened new iShares Short Maturity Bond ETF positions in Q3 2014 and 0 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2014 was STALEY CAPITAL ADVISERS, an estimated $25.3M added.

Based on aggregated 13F filings for Q3 2014.