Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 395 institutions that hold shares in the stock, with a total of 47.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,483,686
shares
|
$177 Million
20.36% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,219,238
shares
|
$164 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,668,759
shares
|
$136 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,613,800
shares
|
$133 Million
13.6% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,392,108
shares
|
$122 Million
0.05% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,328,891
shares
|
$119 Million
0.03% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,497,696
shares
|
$76.2 Million
0.0% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,341,153
shares
|
$68.3 Million
0.03% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,329,642
shares
|
$67.7 Million
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,325,012
shares
|
$67.4 Million
5.8% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,279,267
shares
|
$65.1 Million
13.78% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,133,681
shares
|
$57.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
750,979
shares
|
$38.2 Million
0.01% of portfolio
|
Q1 2025
Added 40.57%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
718,511
shares
|
$36.6 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
704,553
shares
|
$35.9 Million
0.12% of portfolio
|
Q1 2025
Added 32.08%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
682,800
shares
|
$34.7 Million
0.06% of portfolio
|
Q1 2025
Added 29.86%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
619,499
shares
|
$31.5 Million
0.01% of portfolio
|
Q1 2025
Added 36.13%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
572,960
shares
|
$29.2 Million
1.12% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
567,649
shares
|
$28.9 Million
0.01% of portfolio
|
Q1 2025
Added 31.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
563,124
shares
|
$28.7 Million
0.06% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
531,103
shares
|
$27 Million
4.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
463,195
shares
|
$23.6 Million
15.54% of portfolio
|
Q1 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
377,552
shares
|
$19.2 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
370,370
shares
|
$18.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
358,372
shares
|
$18.2 Million
1.77% of portfolio
|
Q1 2025
New holding
|