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 416 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
8,600
shares
|
$440,750
0.08% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
8,577
shares
|
$439,571
0.24% of portfolio
|
Q2 2025
Reduced 25.51%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,378
shares
|
$429,372
0.08% of portfolio
|
Q3 2023
Added 1.13%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
8,322
shares
|
$426,502
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
8,262
shares
|
$423,427
0.02% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
8,261
shares
|
$423,376
0.14% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
8,152
shares
|
$417,790
0.36% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
8,129
shares
|
$416,611
0.02% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
8,017
shares
|
$410,871
0.31% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
7,965
shares
|
$408,206
0.18% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
7,897
shares
|
$404,721
0.18% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
7,871
shares
|
$403,388
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,653
shares
|
$392,216
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
7,575
shares
|
$388,218
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,520
shares
|
$385,400
0.01% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
7,499
shares
|
$384,323
0.3% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
7,358
shares
|
$377,097
0.45% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
7,339
shares
|
$376,123
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,308
shares
|
$374,535
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
7,110
shares
|
$364,387
0.0% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
7,100
shares
|
$363,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
7,068
shares
|
$362,235
0.11% of portfolio
|
Q2 2025
Added 33.74%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,030
shares
|
$360,287
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
7,000
shares
|
$358,750
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
6,900
shares
|
$353,625
0.1% of portfolio
|
Q4 2023
Reduced 13.48%
|