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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
347,014
shares
|
$17.7 Million
1.6% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
341,718
shares
|
$17.4 Million
0.11% of portfolio
|
Q1 2025
Added 112.69%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
338,573
shares
|
$17.3 Million
0.35% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
326,250
shares
|
$16.6 Million
7.63% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
318,620
shares
|
$16.3 Million
0.5% of portfolio
|
Q4 2023
Reduced 39.38%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
317,615
shares
|
$16.2 Million
12.71% of portfolio
|
Q1 2023
Reduced 65.56%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
294,753
shares
|
$15 Million
14.68% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
274,946
shares
|
$14 Million
1.34% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
273,449
shares
|
$13.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
257,247
shares
|
$13.1 Million
1.77% of portfolio
|
Q1 2025
Added 47.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
254,965
shares
|
$13 Million
0.32% of portfolio
|
Q1 2024
Added 4.33%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
240,305
shares
|
$12.3 Million
0.08% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
232,569
shares
|
$11.9 Million
0.01% of portfolio
|
Q1 2025
Added 27.97%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
231,482
shares
|
$11.8 Million
3.63% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
213,407
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
211,549
shares
|
$10.8 Million
1.85% of portfolio
|
Q1 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
194,495
shares
|
$9.92 Million
2.88% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
193,844
shares
|
$9.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
192,152
shares
|
$9.8 Million
4.88% of portfolio
|
Q3 2022
Reduced 17.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
189,193
shares
|
$9.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
187,958
shares
|
$9.59 Million
0.38% of portfolio
|
Q1 2025
Added 30.84%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
186,220
shares
|
$9.5 Million
0.62% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
183,938
shares
|
$9.38 Million
1.5% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
177,815
shares
|
$9.07 Million
0.06% of portfolio
|
Q1 2025
Added 450.24%
|