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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
59,340
shares
|
$3.03 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
56,148
shares
|
$2.86 Million
1.82% of portfolio
|
Q2 2025
Added 74.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
55,367
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Added 91.64%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
54,935
shares
|
$2.8 Million
0.33% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
54,926
shares
|
$2.8 Million
0.66% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
54,863
shares
|
$2.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
54,845
shares
|
$2.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
54,561
shares
|
$2.78 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
54,038
shares
|
$2.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
52,848
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
52,550
shares
|
$2.68 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
49,847
shares
|
$2.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
49,634
shares
|
$2.53 Million
0.07% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
49,491
shares
|
$2.52 Million
1.03% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
48,484
shares
|
$2.47 Million
0.29% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
48,287
shares
|
$2.46 Million
0.88% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
46,238
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
46,063
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 185.4%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
45,932
shares
|
$2.34 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,694
shares
|
$2.28 Million
0.58% of portfolio
|
Q2 2025
Added 323.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,255
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
43,163
shares
|
$2.2 Million
0.13% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
42,493
shares
|
$2.17 Million
0.56% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
42,346
shares
|
$2.16 Million
2.18% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
42,182
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.94%
|