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 415 institutions that hold shares in the stock, with a total of 48 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
4,888
shares
|
$250,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,810
shares
|
$246,512
0.05% of portfolio
|
Q4 2024
Reduced 34.19%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
4,771
shares
|
$244,513
0.05% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,703
shares
|
$241,028
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
4,689
shares
|
$240,311
0.07% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
4,636
shares
|
$237,595
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,627
shares
|
$237,133
0.01% of portfolio
|
Q2 2025
Added 206.42%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
4,614
shares
|
$236,467
0.07% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
4,605
shares
|
$236,006
0.06% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,569
shares
|
$234,161
0.0% of portfolio
|
Q2 2025
Reduced 39.35%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,529
shares
|
$232,111
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,478
shares
|
$229,497
0.05% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
4,461
shares
|
$228,626
0.1% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
4,455
shares
|
$228,318
0.07% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,443
shares
|
$227,703
0.21% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,135
shares
|
$211,918
0.0% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,119
shares
|
$211,098
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,113
shares
|
$210,791
0.0% of portfolio
|
Q2 2025
Reduced 32.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,107
shares
|
$210,483
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,000
shares
|
$205,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,978
shares
|
$203,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,948
shares
|
$202,335
0.0% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,935
shares
|
$201,668
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,754
shares
|
$192,392
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
3,665
shares
|
$187,831
0.03% of portfolio
|
Q2 2025
New holding
|