iShares Short Maturity Bond ETF
NEAR
366 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 149 reducing their positions, and 34 closing their positions.
4% more capital invested
Capital invested by funds: $2.61B → $2.71B (+$91.9M)
0.53% more ownership
Funds ownership: 55.51% → 56.05% (+0.53%)
2% less funds holding
Funds holding: 374 → 366 (-8)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
19% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$82.5M |
| 2 |
Morgan Stanley
New York
|
+$39.5M |
| 3 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$33M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$20.4M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$44.2M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$21.3M |
| 3 |
CCM
Crabel Capital Management
Los Angeles,
California
|
-$19M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$18.5M |
| 5 |
EG
Enstar Group
Hamilton,
Bermuda
|
-$15M |
NEAR Hedge Fund Activity: Q2 2021 in Review
366 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2021, worth a combined $2.71B — up 3.5% from $2.61B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of NEAR and 30 opened new positions — a net loss of 4 holders — while 149 trimmed existing stakes and 121 added.
The largest buyer was Bank of America, adding an estimated $82.5M. The largest seller was Shufro Rose & Co, cutting an estimated $44.2M.
- 366 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2021, down from 374 in Q1 2021.
- Funds reported $2.71B of iShares Short Maturity Bond ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
- 30 funds opened new iShares Short Maturity Bond ETF positions in Q2 2021 and 34 closed out, a net change of -4 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2021 was Bank of America, an estimated $82.5M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2021 was Shufro Rose & Co, an estimated $44.2M sold.
Based on aggregated 13F filings for Q2 2021.