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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
12,179
shares
|
$621,250
0.14% of portfolio
|
Q2 2025
Added 54.97%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
12,172
shares
|
$620,893
0.3% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
11,726
shares
|
$598,143
0.04% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
11,696
shares
|
$596,612
0.05% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
11,478
shares
|
$585,492
0.45% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
11,361
shares
|
$579,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
11,220
shares
|
$572,332
0.0% of portfolio
|
Q1 2025
Reduced 93.23%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
11,200
shares
|
$571,312
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
11,134
shares
|
$567,945
0.38% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
11,105
shares
|
$566,466
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
11,033
shares
|
$562,793
0.09% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
11,017
shares
|
$561,977
0.01% of portfolio
|
Q1 2025
Added 41.75%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
10,627
shares
|
$542,083
0.04% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
10,624
shares
|
$541,930
0.09% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
10,416
shares
|
$531,320
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,302
shares
|
$525,505
0.01% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,225
shares
|
$521,577
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,189
shares
|
$519,740
0.51% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,074
shares
|
$513,874
0.11% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
10,062
shares
|
$513,262
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
9,966
shares
|
$508,365
0.22% of portfolio
|
Q2 2025
Added 35.59%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
9,963
shares
|
$508,212
0.04% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,760
shares
|
$497,857
0.02% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
9,690
shares
|
$494,286
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,484
shares
|
$483,778
0.01% of portfolio
|
Q2 2025
Reduced 3.21%
|