iShares Short Maturity Bond ETF
NEAR
90 hedge funds and large institutions have $1.68B invested in iShares Short Maturity Bond ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
5% more funds holding
Funds holding: 86 → 90 (+4)
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
32% less capital invested
Capital invested by funds: $2.46B → $1.68B (-$783M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$145M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.8M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$12.6M |
| 4 |
Jane Street
New York
|
+$10.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$376M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$369M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$145M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$53.2M |
| 5 |
Morgan Stanley
New York
|
-$24.6M |
NEAR Hedge Fund Activity: Q3 2016 in Review
90 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2016, worth a combined $1.68B — down 32% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NEAR positions and 10 closed out — a net gain of 4 holders — while 34 added to existing stakes and 31 trimmed.
The largest buyer was BlackRock Advisors, opening a new position worth an estimated $145M. The largest seller was United Capital Financial Advisors, cutting an estimated $376M.
- 90 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2016, up from 86 in Q2 2016.
- Funds reported $1.68B of iShares Short Maturity Bond ETF stock for Q3 2016, down 32% quarter-over-quarter.
- 14 funds opened new iShares Short Maturity Bond ETF positions in Q3 2016 and 10 closed out, a net change of +4 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2016 was BlackRock Advisors, an estimated $145M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2016 was United Capital Financial Advisors, an estimated $376M sold.
Based on aggregated 13F filings for Q3 2016.