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 345 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Securian Asset Management, Inc
|
Jul 15, 2024 Q2 2024 |
318,620
shares
|
$16.3 Million
0.47% of portfolio
|
Q4 2023
Reduced 39.38%
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
317,615
shares
|
$16.3 Million
12.71% of portfolio
|
Q1 2023
Reduced 65.56%
|
|
Kwmg, LLC
|
Jul 12, 2024 Q2 2024 |
259,214
shares
|
$13.3 Million
1.41% of portfolio
|
Q2 2024
Added 6.87%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
254,965
shares
|
$13.1 Million
0.32% of portfolio
|
Q1 2024
Added 4.33%
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 07, 2024 Q2 2024 |
241,413
shares
|
$12.4 Million
11.38% of portfolio
|
Q2 2024
Added 2.88%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
229,021
shares
|
$11.7 Million
0.07% of portfolio
|
Q2 2024
Added 40.79%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
222,417
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2024
Added 658.22%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
220,988
shares
|
$11.3 Million
0.46% of portfolio
|
Q2 2020
Added 11.37%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
214,191
shares
|
$11 Million
0.03% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
213,093
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 19.04%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
209,561
shares
|
$10.7 Million
0.14% of portfolio
|
Q2 2024
Added 2479.21%
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
192,152
shares
|
$9.85 Million
4.88% of portfolio
|
Q3 2022
Reduced 17.03%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
186,220
shares
|
$9.55 Million
0.62% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
179,873
shares
|
$9.22 Million
2.6% of portfolio
|
Q2 2024
Added 1.32%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 31, 2024 Q2 2024 |
169,522
shares
|
$8.69 Million
1.57% of portfolio
|
Q2 2024
Added 8.16%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
167,268
shares
|
$8.58 Million
7.37% of portfolio
|
Q4 2022
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
163,374
shares
|
$8.38 Million
0.06% of portfolio
|
Q2 2024
Added 28.02%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
161,354
shares
|
$8.27 Million
1.2% of portfolio
|
Q2 2024
Added 1.26%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
160,097
shares
|
$8.21 Million
1.53% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
155,347
shares
|
$7.97 Million
0.03% of portfolio
|
Q2 2024
Added 0.06%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
154,078
shares
|
$7.9 Million
0.01% of portfolio
|
Q2 2024
Added 47.49%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
153,478
shares
|
$7.87 Million
2.41% of portfolio
|
Q2 2024
Added 10.33%
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
153,312
shares
|
$7.86 Million
1.62% of portfolio
|
Q4 2023
New holding
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
151,185
shares
|
$7.75 Million
0.52% of portfolio
|
Q2 2024
Added 2.45%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
147,854
shares
|
$7.58 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.85%
|