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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$375M +$101M +2,018,833 +37%
Morgan Stanley
2
Morgan Stanley
New York
$301M +$20.8M +416,083 +7%
Bank of America
3
Bank of America
North Carolina
$252M -$42.5M -849,533 -14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M +$15M +299,236 +7%
UBS Group
5
UBS Group
Switzerland
$129M +$4.26M +85,091 +3%
Wells Fargo
6
Wells Fargo
California
$70.7M -$18.1M -361,167 -20%
BI
7
Bramshill Investments
Florida
$65.3M +$3.84M +76,730 +6%
LPL Financial
8
LPL Financial
California
$54.4M -$12.3M -245,170 -18%
SLF
9
Sun Life Financial
Ontario, Canada
$53.8M -$16.6M -332,000 -24%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$51.3M +$91.5K +1,830 +0.2%
TFS
11
TrustCore Financial Services
Tennessee
$47.8M -$11.7M -234,480 -20%
EG
12
Enstar Group
Bermuda
$45.7M +$45.8M +915,711 New
CCA
13
Clearwater Capital Advisors
Illinois
$44.7M -$90.8K -1,815 -0.2%
DCM
14
Donaldson Capital Management
Indiana
$43.9M +$4.91M +98,085 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$43.5M +$2.43M +48,633 +6%
KPW
16
Kore Private Wealth
New York
$29.1M
SAM
17
Securian Asset Management
Minnesota
$27.1M +$2.17M +43,375 +9%
RVPG
18
Relative Value Partners Group
$26.7M +$10.8M +216,774 +68%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$25.9M +$4.72M +94,379 +22%
Osaic Holdings
20
Osaic Holdings
Arizona
$24.7M +$1.41M +28,153 +6%
CT
21
Columbia Trust
Oregon
$24.6M
RBC
22
Roble Belko & Company
Pennsylvania
$21.4M +$622K +12,428 +3%
SRC
23
Shufro Rose & Co
New York
$18.4M -$2.41M -48,132 -12%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$17.7M +$17.7M +354,009 New
MML Investors Services
25
MML Investors Services
Massachusetts
$17M +$901K +18,007 +6%

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.