iShares Short Maturity Bond ETF
NEAR
68 hedge funds and large institutions have $2.32B invested in iShares Short Maturity Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 9 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $1.96B → $2.32B (+$357M)
3% more funds holding
Funds holding: 66 → 68 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$155M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$89M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$81.1M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$16.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$26.3M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.32M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$741K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$646K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$620K |
NEAR Hedge Fund Activity: Q4 2015 in Review
68 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2015, worth a combined $2.32B — up 18% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NEAR positions and 9 closed out — a net gain of 2 holders — while 31 added to existing stakes and 15 trimmed.
The largest buyer was Wells Fargo, adding an estimated $155M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $26.3M sold.
- 68 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2015, up from 66 in Q3 2015.
- Funds reported $2.32B of iShares Short Maturity Bond ETF stock for Q4 2015, up 18% quarter-over-quarter.
- 11 funds opened new iShares Short Maturity Bond ETF positions in Q4 2015 and 9 closed out, a net change of +2 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q4 2015 was Wells Fargo, an estimated $155M added.
- The largest iShares Short Maturity Bond ETF seller in Q4 2015 was New York Life Investment Management, an estimated $26.3M sold.
Based on aggregated 13F filings for Q4 2015.