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 400 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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
747
shares
|
$38,104
0.12% of portfolio
|
Q4 2024
Reduced 64.03%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
700
shares
|
$35,707
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
661
shares
|
$33,717
0.03% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
600
shares
|
$30,606
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
531
shares
|
$27,086
0.01% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
508
shares
|
$25,913
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
500
shares
|
$25,505
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
495
shares
|
$25,249
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
495
shares
|
$25,249
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
492
shares
|
$25,096
0.01% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
438
shares
|
$22,342
0.01% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
413
shares
|
$21,067
0.01% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$20,404
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,485
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,485
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
359
shares
|
$18,312
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
319
shares
|
$16,272
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
300
shares
|
$15,303
0.0% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
296
shares
|
$15,098
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
267
shares
|
$13,619
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
227
shares
|
$11,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
220
shares
|
$11,222
0.01% of portfolio
|
Q2 2024
Added 24.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
215
shares
|
$10,967
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
199
shares
|
$10,150
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
174
shares
|
$8,875
0.0% of portfolio
|
Q4 2021
New holding
|