iShares Short Maturity Bond ETF
NEAR
121 hedge funds and large institutions have $1.68B invested in iShares Short Maturity Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.
220% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 10
57% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 28
19% more funds holding
Funds holding: 102 → 121 (+19)
8% less capital invested
Capital invested by funds: $1.83B → $1.68B (-$144M)
9.37% less ownership
Funds ownership: 82.24% → 72.86% (-9.4%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$142M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$28.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$10.4M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$9.44M |
| 5 |
Morgan Stanley
New York
|
+$8.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$81.4M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$54.7M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$39.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$38.4M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$5.87M |
NEAR Hedge Fund Activity: Q1 2017 in Review
121 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2017, worth a combined $1.68B — down 7.9% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new NEAR positions and 10 closed out — a net gain of 22 holders — while 44 added to existing stakes and 28 trimmed.
The largest buyer was BlackRock, adding an estimated $142M. The largest seller was EP Wealth Advisors, cutting an estimated $81.4M.
- 121 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2017, up from 102 in Q4 2016.
- Funds reported $1.68B of iShares Short Maturity Bond ETF stock for Q1 2017, down 7.9% quarter-over-quarter.
- 32 funds opened new iShares Short Maturity Bond ETF positions in Q1 2017 and 10 closed out, a net change of +22 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2017 was BlackRock, an estimated $142M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2017 was EP Wealth Advisors, an estimated $81.4M sold.
Based on aggregated 13F filings for Q1 2017.