NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
Jane Street
2
Jane Street
New York
$18.6M
3
BI
3
Bramshill Investments
Florida
$122M
4
AWS
4
Atria Wealth Solutions
New York
$10.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$36.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40M
3
TC
3
TAP Consulting
Missouri
$67.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
SLWA
5
San Luis Wealth Advisors
California
$17.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$174M 3,449,932 +34,219 +1%
Morgan Stanley
2
Morgan Stanley
New York
$125M 2,484,590 -3,553,292 -59%
BI
3
Bramshill Investments
Florida
$122M 2,419,575 +215,693 +10%
Wells Fargo
4
Wells Fargo
California
$89.4M 1,772,518 +134,209 +8%
LPL Financial
5
LPL Financial
California
$87.7M 1,738,169 +540,295 +45%
CCA
6
Clearwater Capital Advisors
Illinois
$75.8M 1,501,451 +83,850 +6%
BlackRock
7
BlackRock
New York
$69.4M 1,376,321 -23,201 -2%
TC
8
TAP Consulting
Missouri
$67.7M 1,341,422 -290,643 -18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$64.3M 1,273,365 +7,441 +0.6%
UBS Group
10
UBS Group
Switzerland
$50M 990,262 -98,228 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$43M 851,763 -4,980 -0.6%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$41M 812,582 -158,284 -16%
Renaissance Technologies
13
Renaissance Technologies
New York
$40M 792,700 -475,600 -37%
Truist Financial
14
Truist Financial
North Carolina
$36.6M 725,730 +140,814 +24%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$36.4M 722,072 +186,693 +35%
DCM
16
Donaldson Capital Management
Indiana
$35.4M 702,234 -3,416 -0.5%
Corient Private Wealth
17
Corient Private Wealth
Florida
$29.4M 582,709 +6,795 +1%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$27.9M 553,276 +34,533 +7%
RPSA
19
Richard P. Slaughter Associates
Texas
$27.4M 543,975 +12,989 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$24.1M 477,676 -36,275 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$23.3M 461,209 +116,026 +34%
Jane Street
22
Jane Street
New York
$18.6M 368,528 +368,528 New
SLWA
23
San Luis Wealth Advisors
California
$17.3M 342,263 -173,505 -34%
SAM
24
Securian Asset Management
Minnesota
$16.1M 318,620 – –
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$15.1M 300,031 +108,539 +57%
1
2 3 4 5