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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
27,438
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 99.2%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
26,736
shares
|
$1.37 Million
1.1% of portfolio
|
Q2 2025
Reduced 79.56%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
25,740
shares
|
$1.32 Million
1.16% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
25,370
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
25,161
shares
|
$1.29 Million
1.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
25,117
shares
|
$1.29 Million
0.42% of portfolio
|
Q2 2025
Added 55.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
23,919
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
23,550
shares
|
$1.21 Million
0.44% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
23,400
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
23,215
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 24.71%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
22,978
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
22,610
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,156
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Added 127.01%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,139
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2022
Reduced 58.22%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
22,007
shares
|
$1.13 Million
0.58% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
21,997
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
21,687
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 47.9%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
21,683
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
21,620
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
20,570
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
20,508
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
20,136
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
20,067
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 45.46%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
17,953
shares
|
$920,091
0.29% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
17,933
shares
|
$919,066
0.23% of portfolio
|
Q2 2025
Added 165.79%
|