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 418 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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
61,149
shares
|
$3.13 Million
0.06% of portfolio
|
Q2 2025
Added 76.93%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
61,015
shares
|
$3.13 Million
2.84% of portfolio
|
Q2 2025
Reduced 40.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
60,582
shares
|
$3.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
60,330
shares
|
$3.09 Million
0.31% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
60,233
shares
|
$3.09 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
60,216
shares
|
$3.09 Million
0.67% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
60,133
shares
|
$3.08 Million
0.9% of portfolio
|
Q2 2025
Added 1241.66%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
59,021
shares
|
$3.02 Million
0.33% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
58,722
shares
|
$3.01 Million
1.7% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
58,249
shares
|
$2.99 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
57,766
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
56,468
shares
|
$2.89 Million
0.04% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
55,367
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 91.64%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
54,905
shares
|
$2.81 Million
0.11% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
54,845
shares
|
$2.81 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
52,550
shares
|
$2.69 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
52,312
shares
|
$2.68 Million
1.58% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
51,072
shares
|
$2.62 Million
0.28% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
50,393
shares
|
$2.58 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
49,491
shares
|
$2.54 Million
1.03% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
48,287
shares
|
$2.47 Million
0.88% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
48,044
shares
|
$2.46 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
46,854
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
46,509
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
46,063
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 185.4%
|