iShares Short Maturity Bond ETF
NEAR
284 hedge funds and large institutions have $4.59B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 124 increasing their positions, 55 reducing their positions, and 16 closing their positions.
413% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 16
125% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 55
92% more funds holding in top 10
Funds holding in top 10: 25 → 48 (+23)
39% more capital invested
Capital invested by funds: $3.3B → $4.59B (+$1.3B)
29% more funds holding
Funds holding: 220 → 284 (+64)
6.36% more ownership
Funds ownership: 71.85% → 78.21% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$294M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$196M |
| 3 |
Betterment LLC
New York
|
+$73.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$55.5M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TTSTC
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
-$30M |
| 2 |
Morgan Stanley
New York
|
-$14.1M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$13.3M |
| 4 |
CG
CFO4Life Group
Coppell,
Texas
|
-$9.19M |
| 5 |
JP Morgan Chase
New York
|
-$7.52M |
NEAR Hedge Fund Activity: Q4 2018 in Review
284 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2018, worth a combined $4.59B — up 39% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new NEAR positions and 16 closed out — a net gain of 66 holders — while 124 added to existing stakes and 55 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $294M. The largest seller was Texas Treasury Safekeeping Trust Company, cutting an estimated $30M.
- 284 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2018, up from 220 in Q3 2018.
- Funds reported $4.59B of iShares Short Maturity Bond ETF stock for Q4 2018, up 39% quarter-over-quarter.
- 82 funds opened new iShares Short Maturity Bond ETF positions in Q4 2018 and 16 closed out, a net change of +66 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $294M added.
- The largest iShares Short Maturity Bond ETF seller in Q4 2018 was Texas Treasury Safekeeping Trust Company, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2018.