iShares Short Maturity Bond ETF
NEAR
309 hedge funds and large institutions have $4.82B invested in iShares Short Maturity Bond ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 104 reducing their positions, and 29 closing their positions.
100% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 29
13% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 104
9% more funds holding
Funds holding: 284 → 309 (+25)
5% more capital invested
Capital invested by funds: $4.58B → $4.82B (+$240M)
0.5% less ownership
Funds ownership: 78.2% → 77.7% (-0.5%)
17% less funds holding in top 10
Funds holding in top 10: 48 → 40 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$107M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$86M |
| 3 |
BlackRock
New York
|
+$62.9M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$61M |
| 5 |
Morgan Stanley
New York
|
+$58.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$230M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$152M |
| 3 |
AssetMark Inc
Concord,
California
|
-$55.6M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$47.2M |
| 5 |
LPL Financial
San Diego,
California
|
-$21.1M |
NEAR Hedge Fund Activity: Q1 2019 in Review
309 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2019, worth a combined $4.82B — up 5.2% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new NEAR positions and 29 closed out — a net gain of 29 holders — while 117 added to existing stakes and 104 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $107M. The largest seller was Bank of America, cutting an estimated $230M.
- 309 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2019, up from 284 in Q4 2018.
- Funds reported $4.82B of iShares Short Maturity Bond ETF stock for Q1 2019, up 5.2% quarter-over-quarter.
- 58 funds opened new iShares Short Maturity Bond ETF positions in Q1 2019 and 29 closed out, a net change of +29 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $107M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2019 was Bank of America, an estimated $230M sold.
Based on aggregated 13F filings for Q1 2019.