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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
880
shares
|
$45,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
747
shares
|
$38,283
0.1% of portfolio
|
Q4 2024
Reduced 64.03%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
663
shares
|
$33,978
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
531
shares
|
$27,213
0.01% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
500
shares
|
$25,625
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
495
shares
|
$25,368
0.01% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
495
shares
|
$25,368
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
413
shares
|
$21,166
0.01% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$20,500
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,577
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,577
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
359
shares
|
$18,398
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$15,375
0.0% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
296
shares
|
$15,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
267
shares
|
$13,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
220
shares
|
$11,275
0.01% of portfolio
|
Q2 2024
Added 24.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
215
shares
|
$11,018
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
199
shares
|
$10,198
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
174
shares
|
$8,917
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
172
shares
|
$8,815
0.0% of portfolio
|
Q4 2024
Reduced 47.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
153
shares
|
$7,841
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
128
shares
|
$6,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$6,508
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
125
shares
|
$6,406
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
124
shares
|
$6,355
0.0% of portfolio
|
Q2 2025
Added 0.81%
|