LVW Advisors LLC Raises Stake in iShares Short Duration Bond Active ETF (BATS:NEAR)

LVW Advisors LLC grew its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 13.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 50,567 shares of the company’s stock after acquiring an additional 5,800 shares during the quarter. LVW Advisors LLC owned 0.09% of iShares Short Duration Bond Active ETF worth $2,554,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Financial Avengers Inc. purchased a new position in iShares Short Duration Bond Active ETF in the 3rd quarter worth $26,000. Aptus Capital Advisors LLC bought a new position in shares of iShares Short Duration Bond Active ETF during the third quarter valued at about $30,000. Capstone Triton Financial Group LLC bought a new position in shares of iShares Short Duration Bond Active ETF during the third quarter valued at about $203,000. Ingalls & Snyder LLC purchased a new position in shares of iShares Short Duration Bond Active ETF in the third quarter worth about $205,000. Finally, Private Trust Co. NA lifted its stake in shares of iShares Short Duration Bond Active ETF by 9.3% in the 3rd quarter. Private Trust Co. NA now owns 4,879 shares of the company’s stock valued at $250,000 after acquiring an additional 417 shares during the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

NEAR opened at $50.57 on Monday. The stock’s 50 day simple moving average is $50.58 and its 200 day simple moving average is $50.75. iShares Short Duration Bond Active ETF has a 1 year low of $50.10 and a 1 year high of $50.30.

iShares Short Duration Bond Active ETF 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.