iShares Short Maturity Bond ETF
NEAR
352 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 39 closing their positions.
15% more capital invested
Capital invested by funds: $2.57B → $2.94B (+$374M)
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
8.31% more ownership
Funds ownership: 54.38% → 62.69% (+8.3%)
3% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 39
2% less funds holding
Funds holding: 359 → 352 (-7)
40% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$247M |
| 2 |
Jane Street
New York
|
+$43.3M |
| 3 |
Morgan Stanley
New York
|
+$37.5M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$33.8M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EG
Enstar Group
Hamilton,
Bermuda
|
-$45.4M |
| 2 |
RVPG
Relative Value Partners Group
|
-$12M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$11.4M |
| 4 |
RBC
Roble Belko & Company
Sewickley,
Pennsylvania
|
-$8.98M |
| 5 |
KA
Klingman & Associates
New York
|
-$8.06M |
NEAR Hedge Fund Activity: Q2 2022 in Review
352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2022, worth a combined $2.94B — up 15% from $2.57B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new NEAR positions and 39 closed out — a net gain of 1 holder — while 89 added to existing stakes and 149 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $247M. The largest seller was Enstar Group, exiting entirely with an estimated $45.4M sold.
- 352 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2022, down from 359 in Q1 2022.
- Funds reported $2.94B of iShares Short Maturity Bond ETF stock for Q2 2022, up 15% quarter-over-quarter.
- 40 funds opened new iShares Short Maturity Bond ETF positions in Q2 2022 and 39 closed out, a net change of +1 holder.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2022 was EP Wealth Advisors, an estimated $247M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2022 was Enstar Group, an estimated $45.4M sold.
Based on aggregated 13F filings for Q2 2022.