iShares Short Maturity Bond ETF
NEAR
337 hedge funds and large institutions have $3B invested in iShares Short Maturity Bond ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 149 reducing their positions, and 44 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
1.48% more ownership
Funds ownership: 62.69% → 64.17% (+1.5%)
2% more capital invested
Capital invested by funds: $2.94B → $3B (+$57.4M)
4% less funds holding
Funds holding: 352 → 337 (-15)
25% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 44
45% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$205M |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$67.8M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$32.9M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$21.7M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$80M |
| 2 |
SRC
Shufro Rose & Co
New York
|
-$39.9M |
| 3 |
Jane Street
New York
|
-$27.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18M |
| 5 |
Morgan Stanley
New York
|
-$17.9M |
NEAR Hedge Fund Activity: Q3 2022 in Review
337 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2022, worth a combined $3B — up 1.9% from $2.94B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of NEAR and 33 opened new positions — a net loss of 11 holders — while 149 trimmed existing stakes and 82 added.
The largest buyer was Bank of America, adding an estimated $205M. The largest seller was Fidelity Investments, cutting an estimated $80M.
- 337 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2022, down from 352 in Q2 2022.
- Funds reported $3B of iShares Short Maturity Bond ETF stock for Q3 2022, up 1.9% quarter-over-quarter.
- 33 funds opened new iShares Short Maturity Bond ETF positions in Q3 2022 and 44 closed out, a net change of -11 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2022 was Bank of America, an estimated $205M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2022 was Fidelity Investments, an estimated $80M sold.
Based on aggregated 13F filings for Q3 2022.