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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
177,231
shares
|
$9.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
167,746
shares
|
$8.56 Million
2.43% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
162,471
shares
|
$8.29 Million
1.44% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
159,620
shares
|
$8.14 Million
6.14% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
157,226
shares
|
$8.02 Million
0.1% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
153,312
shares
|
$7.82 Million
1.62% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
152,839
shares
|
$7.8 Million
1.27% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
149,223
shares
|
$7.61 Million
0.71% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
143,482
shares
|
$7.32 Million
2.33% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
141,383
shares
|
$7.21 Million
0.2% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
135,223
shares
|
$6.9 Million
0.01% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
130,793
shares
|
$6.67 Million
5.98% of portfolio
|
Q1 2025
Added 39.82%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
127,255
shares
|
$6.49 Million
1.16% of portfolio
|
Q3 2023
Added 7.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
124,557
shares
|
$6.35 Million
0.1% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
122,150
shares
|
$6.23 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
121,234
shares
|
$6.18 Million
1.1% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
115,183
shares
|
$5.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.14%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
113,527
shares
|
$5.79 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
112,018
shares
|
$5.71 Million
0.01% of portfolio
|
Q1 2025
Added 119.73%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
111,953
shares
|
$5.71 Million
1.21% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
110,080
shares
|
$5.62 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
108,822
shares
|
$5.55 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
105,809
shares
|
$5.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
104,632
shares
|
$5.34 Million
0.02% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
May 02, 2025 Q1 2025 |
103,614
shares
|
$5.29 Million
1.1% of portfolio
|
Q1 2025
Added 4.47%
|