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 365 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,341,185
shares
|
$169 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
3,223,956
shares
|
$163 Million
25.82% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,871,032
shares
|
$145 Million
0.01% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,551,764
shares
|
$129 Million
13.32% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,193,609
shares
|
$111 Million
0.05% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,943,763
shares
|
$98.4 Million
0.02% of portfolio
|
Q4 2024
Added 21.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,497,696
shares
|
$75.8 Million
0.0% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,331,095
shares
|
$67.4 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,329,642
shares
|
$67.3 Million
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,325,012
shares
|
$67.1 Million
5.8% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,279,267
shares
|
$64.8 Million
13.78% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,080,018
shares
|
$54.7 Million
0.01% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
606,450
shares
|
$30.7 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
534,235
shares
|
$27.1 Million
0.01% of portfolio
|
Q4 2024
Added 1925.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
533,411
shares
|
$27 Million
0.09% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
531,103
shares
|
$26.9 Million
4.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
525,800
shares
|
$26.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 34.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
499,410
shares
|
$25.3 Million
0.05% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
455,064
shares
|
$23 Million
0.01% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
430,193
shares
|
$21.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
398,201
shares
|
$20.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
360,432
shares
|
$18.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
357,251
shares
|
$18.1 Million
8.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
344,302
shares
|
$17.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
326,553
shares
|
$16.5 Million
0.34% of portfolio
|
Q4 2024
New holding
|