We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

359 hedge funds and large institutions have $3.04B invested in iShares Short Maturity Bond ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 85 increasing their positions, 155 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

11.01% more ownership

Funds ownership: 64.17%75.18% (+11%)

7% more funds holding

Funds holding: 337359 (+22)

1% more capital invested

Capital invested by funds: $3B → $3.04B (+$40.4M)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

45% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 155

Holders
359
Holders Change
+22
Holders Change %
+6.53%
% of All Funds
5.77%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
59
Increased
85
Reduced
155
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$434M +$36.1M +735,192 +9%
EWA
2
EP Wealth Advisors
California
$303M +$23.3M +473,108 +8%
Morgan Stanley
3
Morgan Stanley
New York
$229M -$126M -2,559,983 -36%
BlackRock
4
BlackRock
New York
$195M +$125M +2,533,051 +177%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$113M -$30M -611,144 -21%
UBS Group
6
UBS Group
Switzerland
$107M -$2.52M -51,323 -2%
BI
7
Bramshill Investments
Florida
$94.6M -$3.31M -67,395 -3%
USAA
8
United Services Automobile Association
Texas
$93.6M +$93.4M +1,899,309 New
TC
9
TAP Consulting
Missouri
$87.3M -$14.2M -288,811 -14%
Wells Fargo
10
Wells Fargo
California
$82.4M -$25.1M -510,836 -23%
LPL Financial
11
LPL Financial
California
$73.4M +$2.19M +44,490 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$71.1M -$9.78M -198,845 -12%
TFS
13
TrustCore Financial Services
Tennessee
$65.3M -$3.61M -73,417 -5%
PA
14
Planning Alternatives
Michigan
$59.2M +$59M +1,200,605 New
CCA
15
Clearwater Capital Advisors
Illinois
$57.6M -$694K -14,106 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$45.8M +$5.13M +104,375 +13%
KWILP
17
Kiwi Wealth Investments Limited Partnership
New Zealand
$45.4M +$45.3M +922,316 New
SLF
18
Sun Life Financial
Ontario, Canada
$39.9M
DCM
19
Donaldson Capital Management
Indiana
$37M -$787K -16,013 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$34.7M -$10.6M -215,515 -23%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$31.6M -$119K -2,418 -0.4%
BCM
22
Brookstone Capital Management
Illinois
$28.2M -$2.42M -49,265 -8%
Osaic Holdings
23
Osaic Holdings
Arizona
$26.6M +$3.19M +64,909 +14%
SAM
24
Securian Asset Management
Minnesota
$26.6M -$118K -2,390 -0.4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$25.1M +$25.1M +510,336 New

NEAR Hedge Fund Activity: Q4 2022 in Review

359 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2022, worth a combined $3.04B — up 1.3% from $3B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NEAR positions and 29 closed out — a net gain of 30 holders — while 85 added to existing stakes and 155 trimmed.

The largest buyer was BlackRock, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $126M.

  • 359 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2022, up from 337 in Q3 2022.
  • Funds reported $3.04B of iShares Short Maturity Bond ETF stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 59 funds opened new iShares Short Maturity Bond ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2022 was BlackRock, an estimated $125M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2022.