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iShares Short Maturity Bond ETF

359 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 365359 (-6)

4.01% less ownership

Funds ownership: 58.39%54.38% (-4%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

8% less capital invested

Capital invested by funds: $2.8B → $2.57B (-$228M)

32% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 145

Holders
359
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
5.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
43
Increased
99
Reduced
145
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$337M +$38.6M +775,054 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$224M +$199 +4 +0%
Bank of America
3
Bank of America
North Carolina
$176M -$74.5M -1,497,075 -30%
UBS Group
4
UBS Group
Switzerland
$127M -$1.37M -27,513 -1%
Wells Fargo
5
Wells Fargo
California
$108M +$38.3M +770,211 +54%
BI
6
Bramshill Investments
Florida
$105M +$40.7M +817,089 +62%
BlackRock
7
BlackRock
New York
$84.8M -$289M -5,806,008 -77%
TFS
8
TrustCore Financial Services
Tennessee
$67.2M +$19.8M +398,426 +42%
CCA
9
Clearwater Capital Advisors
Illinois
$61.6M +$17.3M +347,819 +39%
LPL Financial
10
LPL Financial
California
$59.3M +$5.39M +108,382 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$59.1M +$8.26M +165,985 +16%
Osaic Holdings
12
Osaic Holdings
Arizona
$47.5M +$24.1M +483,884 +98%
SRC
13
Shufro Rose & Co
New York
$46.6M +$28.5M +572,084 +155%
DCM
14
Donaldson Capital Management
Indiana
$46M +$2.38M +47,778 +5%
EG
15
Enstar Group
Bermuda
$45.4M
SLF
16
Sun Life Financial
Ontario, Canada
$40.2M -$13.3M -267,000 -25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40.1M -$3.02M -60,644 -7%
KPW
18
Kore Private Wealth
New York
$28.8M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$27.1M +$1.44M +28,936 +6%
SAM
20
Securian Asset Management
Minnesota
$26.9M
RVPG
21
Relative Value Partners Group
$25.5M -$1M -20,165 -4%
CT
22
Columbia Trust
Oregon
$25.4M +$1.01M +20,384 +4%
RBC
23
Roble Belko & Company
Pennsylvania
$20.2M -$1.05M -21,130 -5%
MBT
24
Montecito Bank & Trust
California
$19.4M +$5.66M +113,813 +41%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$17.5M

NEAR Hedge Fund Activity: Q1 2022 in Review

359 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2022, worth a combined $2.57B — down 8.1% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of NEAR and 43 opened new positions — a net loss of 2 holders — while 145 trimmed existing stakes and 99 added.

The largest buyer was Bramshill Investments, adding an estimated $40.7M. The largest seller was BlackRock, cutting an estimated $289M.

  • 359 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2022, down from 365 in Q4 2021.
  • Funds reported $2.57B of iShares Short Maturity Bond ETF stock for Q1 2022, down 8.1% quarter-over-quarter.
  • 43 funds opened new iShares Short Maturity Bond ETF positions in Q1 2022 and 45 closed out, a net change of -2 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2022 was Bramshill Investments, an estimated $40.7M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2022 was BlackRock, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2022.