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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
4,067
shares
|
$207,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,021
shares
|
$205,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
4,000
shares
|
$204,040
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,948
shares
|
$201,387
0.0% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,036
shares
|
$154,866
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,014
shares
|
$153,744
0.01% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,965
shares
|
$151,244
0.01% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,287
shares
|
$116,659
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,271
shares
|
$115,843
0.0% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,023
shares
|
$103,193
0.0% of portfolio
|
Q1 2025
Added 13386.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,738
shares
|
$88,655
0.03% of portfolio
|
Q4 2024
Added 79.92%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,618
shares
|
$82,534
0.05% of portfolio
|
Q1 2023
Reduced 7.17%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,599
shares
|
$81,564
0.01% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,510
shares
|
$77,025
0.0% of portfolio
|
Q1 2025
Added 30100.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,445
shares
|
$73,709
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,361
shares
|
$69,424
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,193
shares
|
$60,854
0.01% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,115
shares
|
$56,876
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,075
shares
|
$54,835
2.47% of portfolio
|
Q3 2022
Reduced 96.17%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
997
shares
|
$50,856
0.01% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
934
shares
|
$47,643
0.02% of portfolio
|
Q2 2024
Reduced 41.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
911
shares
|
$46,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
887
shares
|
$45,245
0.01% of portfolio
|
Q1 2025
Reduced 87.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
880
shares
|
$44,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
805
shares
|
$41,063
0.0% of portfolio
|
Q1 2025
Reduced 6.18%
|