iShares Short Maturity Bond ETF
NEAR
86 hedge funds and large institutions have $2.46B invested in iShares Short Maturity Bond ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
2% more funds holding
Funds holding: 84 → 86 (+2)
9% less capital invested
Capital invested by funds: $2.71B → $2.46B (-$246M)
29% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 38
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$53.1M |
| 2 |
Morgan Stanley
New York
|
+$25.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17.4M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$12.7M |
| 5 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$215M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$42.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34.9M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$17M |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$15.5M |
NEAR Hedge Fund Activity: Q2 2016 in Review
86 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2016, worth a combined $2.46B — down 9.1% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NEAR positions and 9 closed out — a net gain of 2 holders — while 27 added to existing stakes and 38 trimmed.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $53.1M. The largest seller was PNC Financial Services Group, cutting an estimated $215M.
- 86 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2016, up from 84 in Q1 2016.
- Funds reported $2.46B of iShares Short Maturity Bond ETF stock for Q2 2016, down 9.1% quarter-over-quarter.
- 11 funds opened new iShares Short Maturity Bond ETF positions in Q2 2016 and 9 closed out, a net change of +2 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2016 was Stadion Money Management, an estimated $53.1M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2016 was PNC Financial Services Group, an estimated $215M sold.
Based on aggregated 13F filings for Q2 2016.