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 417 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,523,153
shares
|
$180 Million
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,396,678
shares
|
$174 Million
0.01% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,803,935
shares
|
$143 Million
13.44% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,800,567
shares
|
$143 Million
0.04% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,697,050
shares
|
$138 Million
0.03% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
2,514,508
shares
|
$129 Million
9.69% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,497,696
shares
|
$76.6 Million
0.0% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,348,377
shares
|
$69 Million
0.01% of portfolio
|
Q3 2025
Added 16.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,329,642
shares
|
$68 Million
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,325,012
shares
|
$67.8 Million
5.8% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,279,267
shares
|
$65.4 Million
13.78% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,117,287
shares
|
$57.1 Million
0.07% of portfolio
|
Q3 2025
Added 51.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,064,764
shares
|
$54.5 Million
0.02% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
944,079
shares
|
$48.3 Million
0.01% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
890,220
shares
|
$45.5 Million
0.13% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
692,616
shares
|
$35.4 Million
0.03% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
566,494
shares
|
$29 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
531,103
shares
|
$27.2 Million
4.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2025 Q3 2025 |
490,400
shares
|
$25.1 Million
1.76% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
475,680
shares
|
$24.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
449,080
shares
|
$23 Million
0.8% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
436,146
shares
|
$22.3 Million
18.44% of portfolio
|
Q3 2025
Added 19.53%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
415,586
shares
|
$21.3 Million
0.71% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
392,397
shares
|
$20.1 Million
0.1% of portfolio
|
Q3 2025
Added 56.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
360,560
shares
|
$18.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 49.2%
|
|