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iShares Short Maturity Bond ETF
NEAR

43 hedge funds and large institutions have $342M invested in iShares Short Maturity Bond ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 1

1,182% more capital invested

Capital invested by funds: $26.7M → $342M (+$315M)

975% more funds holding

Funds holding: 4 → 43 (+39)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
43
Holders Change
+39
Holders Change %
+975%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$89.8M
2
Morgan Stanley
Morgan Stanley
New York
+$88.5M
3
Bank of America
Bank of America
North Carolina
+$60.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.4M
5
BIM
BlackRock Investment Management
Delaware
+$8.88M

Top Sellers

Rank Fund Capital Flow
1
HJA
Hugh Johnson Advisors
New York
-$387K
2
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.5M +$89.8M +1,790,000 New
Morgan Stanley
2
Morgan Stanley
New York
$88.2M +$88.5M +1,764,127 New
Bank of America
3
Bank of America
North Carolina
$60.4M +$60.6M +1,207,810 New
SCA
4
STALEY CAPITAL ADVISERS
Pennsylvania
$25M -$241K -4,800 -1%
UBS Group
5
UBS Group
Switzerland
$20.4M +$20.5M +408,378 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.4M +$11.4M +227,620 New
BIM
7
BlackRock Investment Management
Delaware
$8.86M +$8.88M +177,170 New
TCM
8
TD Capital Management
Tennessee
$7.12M +$7.14M +142,384 New
SEI Investments
9
SEI Investments
Pennsylvania
$5.72M +$5.73M +114,305 New
CB
10
Community Bank
New York
$5.28M +$5.29M +105,575 New
AIM
11
Aspen Investment Management
Michigan
$2.71M +$2.72M +54,200 New
LPL Financial
12
LPL Financial
California
$1.95M +$1.95M +38,899 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.82M +$1.83M +36,490 New
Jane Street
14
Jane Street
New York
$1.68M +$1.68M +33,535 New
HTC
15
Haverford Trust Company
Pennsylvania
$1.62M +$1.62M +32,325 New
RJA
16
Raymond James & Associates
Florida
$1.23M +$1.24M +24,659 New
WF
17
WealthTrust Fairport
Ohio
$951K +$954K +19,015 New
VKH
18
Virtu KCG Holdings
New York
$884K +$886K +17,665 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$855K +$857K +17,095 New
MFS
20
MSI Financial Services
Massachusetts
$811K +$813K +16,207 New
CS
21
Credit Suisse
Switzerland
$793K +$795K +15,848 New
AP
22
Advisors Preferred
Maryland
$790K +$792K +15,800 New
NGA
23
Naples Global Advisors
Florida
$788K – – –
LG
24
LaFleur & Godfrey
Michigan
$385K +$386K +7,700 New
Citadel Advisors
25
Citadel Advisors
Florida
$379K +$380K +7,573 New
1
2

NEAR Hedge Fund Activity: Q4 2014 in Review

43 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2014, worth a combined $342M — up 1,182% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 1 closed out — a net gain of 39 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $89.8M. The largest seller was Hugh Johnson Advisors, exiting entirely with an estimated $387K sold.

  • 43 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2014, up from 4 in Q3 2014.
  • Funds reported $342M of iShares Short Maturity Bond ETF stock for Q4 2014, up 1,182% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q4 2014 and 1 closed out, a net change of +39 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2014 was AllianceBernstein, an estimated $89.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2014 was Hugh Johnson Advisors, an estimated $387K sold.

Based on aggregated 13F filings for Q4 2014.