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 416 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 |
|---|---|---|---|---|---|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
183,938
shares
|
$9.43 Million
1.5% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
182,191
shares
|
$9.34 Million
0.8% of portfolio
|
Q2 2025
Added 22.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
178,965
shares
|
$9.17 Million
0.23% of portfolio
|
Q2 2025
Added 26.58%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
173,094
shares
|
$8.87 Million
2.46% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
168,784
shares
|
$8.65 Million
0.82% of portfolio
|
Q3 2025
Added 299.98%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
163,519
shares
|
$8.38 Million
1.3% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
162,471
shares
|
$8.33 Million
1.44% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
159,995
shares
|
$8.2 Million
0.01% of portfolio
|
Q2 2025
Added 42.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
157,667
shares
|
$8.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
153,312
shares
|
$7.86 Million
1.62% of portfolio
|
Q4 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
151,802
shares
|
$7.78 Million
2.24% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
146,697
shares
|
$7.52 Million
0.06% of portfolio
|
Q2 2025
Added 122.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
146,131
shares
|
$7.49 Million
0.1% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
141,453
shares
|
$7.25 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
138,677
shares
|
$7.11 Million
0.41% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
137,592
shares
|
$7.05 Million
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
135,857
shares
|
$6.96 Million
1.12% of portfolio
|
Q2 2025
Reduced 35.78%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
135,204
shares
|
$6.93 Million
0.38% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
133,752
shares
|
$6.85 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
127,255
shares
|
$6.52 Million
1.16% of portfolio
|
Q3 2023
Added 7.05%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
125,939
shares
|
$6.45 Million
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
122,150
shares
|
$6.26 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
115,238
shares
|
$5.91 Million
0.93% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
113,501
shares
|
$5.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
111,953
shares
|
$5.74 Million
1.21% of portfolio
|
Q2 2025
Added 0.02%
|