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 399 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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
9,389
shares
|
$478,932
0.05% of portfolio
|
Q1 2025
Added 56.38%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,371
shares
|
$478,014
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
9,370
shares
|
$477,963
0.1% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,347
shares
|
$476,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
9,325
shares
|
$475,668
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
9,120
shares
|
$465,211
0.18% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,052
shares
|
$461,742
0.0% of portfolio
|
Q1 2025
Added 39.76%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,043
shares
|
$461,283
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,015
shares
|
$459,855
0.01% of portfolio
|
Q1 2025
Reduced 57.92%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
8,850
shares
|
$451,438
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
8,835
shares
|
$450,673
0.01% of portfolio
|
Q1 2025
Reduced 52.73%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,804
shares
|
$449,092
0.0% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
8,764
shares
|
$447,051
0.09% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
8,701
shares
|
$443,838
0.56% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
8,577
shares
|
$437,512
0.24% of portfolio
|
Q2 2025
Reduced 25.51%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,378
shares
|
$427,361
0.08% of portfolio
|
Q3 2023
Added 1.13%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
8,152
shares
|
$415,833
0.38% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,043
shares
|
$410,273
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
7,965
shares
|
$406,294
0.19% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
7,893
shares
|
$402,621
0.19% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
7,811
shares
|
$398,439
0.14% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
7,543
shares
|
$384,768
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,533
shares
|
$384,258
0.0% of portfolio
|
Q1 2025
Added 75.02%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
7,507
shares
|
$382,932
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
7,312
shares
|
$372,985
0.02% of portfolio
|
Q1 2025
Added 8.21%
|