NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

50 hedge funds and large institutions have $335M invested in iShares Short Maturity Bond ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
14
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
BlackRock Investment Management
Delaware
$12M
2
SEI Investments
2
SEI Investments
Pennsylvania
$7.71M
3
VKH
3
Virtu KCG Holdings
New York
$2.51M
4
GIA
4
GHP Investment Advisors
Colorado
$1.42M
5
NA
5
Nottingham Advisors
New York
$1.09M

Top Sellers

1
CB
1
Community Bank
New York
$108K
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
TCM
3
TD Capital Management
Tennessee
$4.37M
4
Bank of America
4
Bank of America
North Carolina
$57.9M
5
AIM
5
Aspen Investment Management
Michigan
$316K
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.8M 1,790,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$83.4M 1,663,702 -100,425 -6%
Bank of America
3
Bank of America
North Carolina
$57.9M 1,154,781 -53,029 -4%
SCA
4
STALEY CAPITAL ADVISERS
Pennsylvania
$24.8M 494,700 -4,300 -0.9%
UBS Group
5
UBS Group
Switzerland
$18.4M 367,686 -40,692 -10%
BIM
6
BlackRock Investment Management
Delaware
$12M 240,189 +63,019 +36%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.8M 214,401 -13,219 -6%
SEI Investments
8
SEI Investments
Pennsylvania
$7.71M 153,826 +39,521 +35%
TCM
9
TD Capital Management
Tennessee
$4.37M 87,134 -55,250 -39%
VKH
10
Virtu KCG Holdings
New York
$2.51M 50,038 +32,373 +183%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.94M 38,721 +2,231 +6%
LPL Financial
12
LPL Financial
California
$1.82M 36,234 -2,665 -7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.74M 34,681 +17,586 +103%
HTC
14
Haverford Trust Company
Pennsylvania
$1.54M 30,630 -1,695 -5%
GIA
15
GHP Investment Advisors
Colorado
$1.42M 28,210 +28,210 New
MFS
16
MSI Financial Services
Massachusetts
$1.41M 28,063 +11,856 +73%
RJA
17
Raymond James & Associates
Florida
$1.21M 24,180 -479 -2%
NA
18
Nottingham Advisors
New York
$1.09M 21,698 +21,698 New
WF
19
WealthTrust Fairport
Ohio
$904K 18,020 -995 -5%
AP
20
Advisors Preferred
Maryland
$826K 16,470 +670 +4%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$791K 15,781 +12,159 +336%
NGA
22
Naples Global Advisors
Florida
$725K 14,456 -1,305 -8%
AI
23
Atria Investments
North Carolina
$709K 14,140 +14,140 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$648K 12,931 +12,931 New
Jane Street
25
Jane Street
New York
$607K 12,098 -21,437 -64%
1
2 3