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 |
|---|---|---|---|---|---|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
22,007
shares
|
$1.12 Million
0.58% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
21,997
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
21,782
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
21,715
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
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
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
21,219
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
20,288
shares
|
$1.03 Million
0.5% of portfolio
|
Q1 2025
Reduced 64.47%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
20,180
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
19,995
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
19,550
shares
|
$997,245
0.41% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
19,451
shares
|
$992,195
0.16% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
19,183
shares
|
$978,524
0.34% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
18,822
shares
|
$960,110
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,689
shares
|
$953,325
0.02% of portfolio
|
Q1 2025
Reduced 69.01%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
18,615
shares
|
$949,551
0.05% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
18,019
shares
|
$919,149
0.23% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
17,584
shares
|
$896,959
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
17,478
shares
|
$891,552
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
17,323
shares
|
$883,646
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
17,172
shares
|
$875,943
0.13% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
17,158
shares
|
$875,229
0.29% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
17,010
shares
|
$867,680
0.05% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,577
shares
|
$845,592
0.21% of portfolio
|
Q4 2022
Reduced 5.11%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
16,400
shares
|
$836,564
0.62% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
16,387
shares
|
$835,900
0.01% of portfolio
|
Q1 2025
New holding
|