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 |
|---|---|---|---|---|---|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
17,331
shares
|
$888,213
0.4% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
17,200
shares
|
$881,500
0.16% of portfolio
|
Q2 2025
Reduced 45.66%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
17,172
shares
|
$880,065
0.13% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
17,158
shares
|
$879,347
0.27% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
16,964
shares
|
$869,405
0.16% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,577
shares
|
$849,571
0.21% of portfolio
|
Q4 2022
Reduced 5.11%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
16,554
shares
|
$848,392
0.12% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
16,523
shares
|
$846,803
0.2% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
16,461
shares
|
$843,626
0.03% of portfolio
|
Q2 2025
Added 17.84%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
16,419
shares
|
$841,473
0.06% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
16,400
shares
|
$840,500
0.58% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
15,980
shares
|
$818,975
0.41% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
15,195
shares
|
$778,743
0.35% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,120
shares
|
$774,900
0.0% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
15,108
shares
|
$774,285
0.37% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
14,919
shares
|
$764,598
0.21% of portfolio
|
Q2 2025
Added 129.7%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
14,831
shares
|
$760,088
0.39% of portfolio
|
Q2 2025
Added 55.33%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,579
shares
|
$747,173
0.0% of portfolio
|
Q2 2025
Added 55.98%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,573
shares
|
$746,866
0.02% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
14,487
shares
|
$742,458
0.1% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
14,272
shares
|
$731,440
0.08% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
14,239
shares
|
$729,748
0.09% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
14,111
shares
|
$723,188
0.55% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
13,912
shares
|
$712,990
0.0% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
13,864
shares
|
$710,530
0.34% of portfolio
|
Q2 2025
New holding
|