Core Wealth Advisors Inc. Buys 13,002 Shares of iShares Short Duration Bond Active ETF $NEAR

Core Wealth Advisors Inc. increased its stake in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 75.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,293 shares of the company’s stock after acquiring an additional 13,002 shares during the period. iShares Short Duration Bond Active ETF comprises about 0.4% of Core Wealth Advisors Inc.’s portfolio, making the stock its 29th largest position. Core Wealth Advisors Inc.’s holdings in iShares Short Duration Bond Active ETF were worth $1,540,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Valley National Advisers Inc. raised its stake in shares of iShares Short Duration Bond Active ETF by 10.1% in the 4th quarter. Valley National Advisers Inc. now owns 180,042 shares of the company’s stock valued at $9,199,000 after purchasing an additional 16,523 shares during the period. Carrera Capital Advisors bought a new stake in shares of iShares Short Duration Bond Active ETF in the fourth quarter valued at about $550,000. New Millennium Group LLC boosted its position in shares of iShares Short Duration Bond Active ETF by 803.0% during the fourth quarter. New Millennium Group LLC now owns 50,254 shares of the company’s stock worth $2,568,000 after buying an additional 44,689 shares during the period. Peapack Gladstone Financial Corp boosted its position in shares of iShares Short Duration Bond Active ETF by 20.2% during the fourth quarter. Peapack Gladstone Financial Corp now owns 287,335 shares of the company’s stock worth $14,683,000 after buying an additional 48,277 shares during the period. Finally, Kestra Private Wealth Services LLC acquired a new position in shares of iShares Short Duration Bond Active ETF during the fourth quarter worth about $2,344,000.

iShares Short Duration Bond Active ETF Trading Up 0.1%

BATS:NEAR opened at $50.49 on Wednesday. The stock has a 50-day simple moving average of $50.57 and a 200 day simple moving average of $50.82. iShares Short Duration Bond Active ETF has a 52-week low of $50.38 and a 52-week high of $51.37.

iShares Short Duration Bond Active ETF Company Profile

The iShares Short Maturity Bond ETF (NEAR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund aims to maximize income and preserve capital using very short maturity, USD-denominated global fixed income securities in an actively-managed fund. NEAR was launched on Sep 25, 2013 and is managed by BlackRock.