iShares Short Maturity Bond ETF
NEAR
137 hedge funds and large institutions have $1.78B invested in iShares Short Maturity Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 11 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
45% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 40
12% more capital invested
Capital invested by funds: $1.59B → $1.78B (+$191M)
5% more funds holding
Funds holding: 131 → 137 (+6)
0.42% more ownership
Funds ownership: 62.99% → 63.41% (+0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$72M |
| 2 |
BlackRock
New York
|
+$51.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$46.4M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$22.5M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$47.1M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$36.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.2M |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
-$4.76M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.51M |
NEAR Hedge Fund Activity: Q3 2017 in Review
137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2017, worth a combined $1.78B — up 12% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NEAR positions and 11 closed out — a net gain of 8 holders — while 58 added to existing stakes and 40 trimmed.
The largest buyer was FDx Advisors, adding an estimated $72M. The largest seller was Wells Fargo, cutting an estimated $47.1M.
- 137 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2017, up from 131 in Q2 2017.
- Funds reported $1.78B of iShares Short Maturity Bond ETF stock for Q3 2017, up 12% quarter-over-quarter.
- 19 funds opened new iShares Short Maturity Bond ETF positions in Q3 2017 and 11 closed out, a net change of +8 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2017 was FDx Advisors, an estimated $72M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2017 was Wells Fargo, an estimated $47.1M sold.
Based on aggregated 13F filings for Q3 2017.