iShares Short Maturity Bond ETF
NEAR
84 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 5 closing their positions.
594% more capital inflows, than outflows
Capital inflows: $426M | Capital outflows: $61.4M
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
169% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 13
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
22% more funds holding
Funds holding: 69 → 84 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84.7M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
+$77.9M |
| 3 |
EP Wealth Advisors
Torrance,
California
|
+$76M |
| 4 |
Astor Investment Management
Chicago,
Illinois
|
+$29.5M |
| 5 |
Morgan Stanley
New York
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$29.9M |
| 2 |
BlackRock Investment Management
Wilmington,
Delaware
|
-$19.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.95M |
| 4 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
-$2.13M |
| 5 |
Hancock Whitney
Gulfport,
Mississippi
|
-$1.97M |
NEAR Hedge Fund Activity: Q1 2016 in Review
84 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2016, worth a combined $2.71B — up 16% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new NEAR positions and 5 closed out — a net gain of 16 holders — while 35 added to existing stakes and 13 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $84.7M. The largest seller was Wells Fargo, cutting an estimated $29.9M.
- 84 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2016, up from 69 in Q4 2015.
- Funds reported $2.71B of iShares Short Maturity Bond ETF stock for Q1 2016, up 16% quarter-over-quarter.
- 21 funds opened new iShares Short Maturity Bond ETF positions in Q1 2016 and 5 closed out, a net change of +16 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2016 was Envestnet Asset Management, an estimated $84.7M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2016 was Wells Fargo, an estimated $29.9M sold.
Based on aggregated 13F filings for Q1 2016.