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 416 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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,100
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 205.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,694
shares
|
$2.29 Million
0.58% of portfolio
|
Q2 2025
Added 323.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,255
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
42,841
shares
|
$2.2 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
42,745
shares
|
$2.19 Million
0.54% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
42,182
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
41,891
shares
|
$2.15 Million
2.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
40,413
shares
|
$2.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
40,362
shares
|
$2.07 Million
2.01% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
38,066
shares
|
$1.95 Million
0.97% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
36,826
shares
|
$1.89 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
34,473
shares
|
$1.77 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
33,394
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
32,781
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
32,318
shares
|
$1.66 Million
0.2% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
32,310
shares
|
$1.66 Million
0.28% of portfolio
|
Q3 2025
Added 71.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,911
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
30,324
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
30,128
shares
|
$1.54 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
29,919
shares
|
$1.53 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
29,240
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
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%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
27,781
shares
|
$1.42 Million
1.01% of portfolio
|
Q2 2025
Reduced 82.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
27,683
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
New holding
|