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 |
|---|---|---|---|---|---|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
103,017
shares
|
$5.25 Million
5.02% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
100,189
shares
|
$5.11 Million
0.03% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Canal Insurance CO
|
Apr 24, 2025 Q1 2025 |
100,000
shares
|
$5.1 Million
1.2% of portfolio
|
Q1 2025
Added 28.21%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
98,109
shares
|
$5 Million
1.08% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
93,013
shares
|
$4.74 Million
3.99% of portfolio
|
Q2 2025
Added 67.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
90,518
shares
|
$4.62 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
89,242
shares
|
$4.55 Million
0.79% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
89,164
shares
|
$4.55 Million
1.41% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
83,352
shares
|
$4.25 Million
2.55% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
79,777
shares
|
$4.07 Million
0.39% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
76,449
shares
|
$3.9 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
76,413
shares
|
$3.9 Million
1.44% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
72,020
shares
|
$3.67 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
70,928
shares
|
$3.62 Million
0.11% of portfolio
|
Q1 2025
Added 116.51%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,935
shares
|
$3.57 Million
1.35% of portfolio
|
Q2 2022
Added 12.62%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
67,352
shares
|
$3.44 Million
1.54% of portfolio
|
Q4 2023
Reduced 44.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
65,942
shares
|
$3.36 Million
0.04% of portfolio
|
Q1 2025
Added 395.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
65,908
shares
|
$3.36 Million
0.11% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
64,936
shares
|
$3.31 Million
0.78% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
64,659
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,914
shares
|
$3.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 69.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,714
shares
|
$3.25 Million
0.13% of portfolio
|
Q3 2022
Added 6.89%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
62,829
shares
|
$3.2 Million
1.35% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
61,692
shares
|
$3.15 Million
2.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
60,343
shares
|
$3.08 Million
0.13% of portfolio
|
Q1 2025
Added 1.55%
|