iShares Short Maturity Bond ETF
NEAR
382 hedge funds and large institutions have $2.54B invested in iShares Short Maturity Bond ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 165 reducing their positions, and 40 closing their positions.
70% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 40
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
6% more funds holding
Funds holding: 360 → 382 (+22)
4.68% less ownership
Funds ownership: 61.32% → 56.63% (-4.7%)
24% less capital invested
Capital invested by funds: $3.33B → $2.54B (-$788M)
36% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EG
Enstar Group
Hamilton,
Bermuda
|
+$77.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$13.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.3M |
| 4 |
CCM
Crabel Capital Management
Los Angeles,
California
|
+$8.21M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$7.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$354M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$123M |
| 3 |
TTSTC
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
-$96.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$61M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$36.6M |
NEAR Hedge Fund Activity: Q4 2020 in Review
382 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2020, worth a combined $2.54B — down 24% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new NEAR positions and 40 closed out — a net gain of 28 holders — while 106 added to existing stakes and 165 trimmed.
The largest buyer was Enstar Group, opening a new position worth an estimated $77.9M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.
- 382 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2020, up from 360 in Q3 2020.
- Funds reported $2.54B of iShares Short Maturity Bond ETF stock for Q4 2020, down 24% quarter-over-quarter.
- 68 funds opened new iShares Short Maturity Bond ETF positions in Q4 2020 and 40 closed out, a net change of +28 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q4 2020 was Enstar Group, an estimated $77.9M added.
- The largest iShares Short Maturity Bond ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $354M sold.
Based on aggregated 13F filings for Q4 2020.