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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,308
shares
|
$372,781
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,186
shares
|
$366,557
0.01% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
7,110
shares
|
$362,681
0.0% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,029
shares
|
$358,549
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
7,000
shares
|
$357,070
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
6,933
shares
|
$353,652
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
6,900
shares
|
$351,969
0.11% of portfolio
|
Q4 2023
Reduced 13.48%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
6,891
shares
|
$351,509
0.3% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
6,814
shares
|
$347,582
0.13% of portfolio
|
Q1 2025
Added 43.79%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
6,794
shares
|
$346,561
0.36% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
6,773
shares
|
$345,490
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
6,763
shares
|
$344,980
0.28% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
6,747
shares
|
$344,164
0.12% of portfolio
|
Q1 2025
Reduced 83.27%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
6,684
shares
|
$340,950
0.1% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,683
shares
|
$340,899
0.0% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
6,634
shares
|
$338,400
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,557
shares
|
$334,472
0.02% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
6,535
shares
|
$333,350
0.1% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
6,495
shares
|
$331,309
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
6,446
shares
|
$328,810
0.05% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,432
shares
|
$328,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
6,396
shares
|
$326,259
0.14% of portfolio
|
Q2 2025
Reduced 87.54%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
6,376
shares
|
$325,239
0.43% of portfolio
|
Q1 2025
Added 53.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,368
shares
|
$324,831
0.01% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
6,357
shares
|
$324,270
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|