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 |
|---|---|---|---|---|---|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
41,891
shares
|
$2.14 Million
2.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
41,623
shares
|
$2.12 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
40,919
shares
|
$2.09 Million
0.07% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
38,699
shares
|
$1.97 Million
0.03% of portfolio
|
Q1 2025
Added 193.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
34,562
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
34,473
shares
|
$1.76 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
33,156
shares
|
$1.69 Million
0.94% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
32,306
shares
|
$1.65 Million
0.5% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
31,650
shares
|
$1.61 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
30,153
shares
|
$1.54 Million
0.24% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
30,135
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
30,057
shares
|
$1.53 Million
0.75% of portfolio
|
Q1 2025
Added 62.62%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
29,981
shares
|
$1.53 Million
0.14% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
29,108
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
29,058
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
28,778
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
28,753
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.04%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
25,161
shares
|
$1.28 Million
1.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
24,767
shares
|
$1.26 Million
1.13% of portfolio
|
Q1 2025
Added 53.27%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
24,307
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
24,205
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
23,970
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
23,935
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 188.76%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
23,400
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,139
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2022
Reduced 58.22%
|