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 418 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,044
shares
|
$156,005
0.0% of portfolio
|
Q2 2025
Reduced 54.45%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,036
shares
|
$155,595
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,001
shares
|
$153,801
0.01% of portfolio
|
Q2 2025
Added 48.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,958
shares
|
$151,597
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,846
shares
|
$145,857
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,819
shares
|
$144,473
0.01% of portfolio
|
Q3 2025
Added 76.3%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,287
shares
|
$117,208
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,225
shares
|
$114,031
0.01% of portfolio
|
Q3 2025
Added 597.49%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,926
shares
|
$98,707
0.0% of portfolio
|
Q2 2025
Added 41.51%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
1,704
shares
|
$87,330
0.02% of portfolio
|
Q2 2025
Added 92.11%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,618
shares
|
$82,922
0.05% of portfolio
|
Q1 2023
Reduced 7.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,495
shares
|
$76,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,451
shares
|
$74,363
0.05% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,414
shares
|
$72,467
0.0% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,193
shares
|
$61,141
0.01% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1,146
shares
|
$58,732
0.03% of portfolio
|
Q2 2025
Reduced 99.75%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,118
shares
|
$57,297
0.01% of portfolio
|
Q2 2025
Reduced 89.87%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,115
shares
|
$57,143
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,075
shares
|
$55,093
2.47% of portfolio
|
Q3 2022
Reduced 96.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,023
shares
|
$52,428
0.0% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
996
shares
|
$51,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
934
shares
|
$47,867
0.01% of portfolio
|
Q2 2024
Reduced 41.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
911
shares
|
$46,688
0.0% of portfolio
|
Q2 2025
New holding
|