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 408 institutions that hold shares in the stock, with a total of 47.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,503,322
shares
|
$180 Million
0.01% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,161,171
shares
|
$162 Million
0.01% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,609,179
shares
|
$134 Million
0.03% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,607,464
shares
|
$134 Million
13.35% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,562,461
shares
|
$131 Million
0.05% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
2,472,338
shares
|
$127 Million
15.35% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,497,696
shares
|
$76.8 Million
0.0% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,329,642
shares
|
$68.1 Million
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,325,012
shares
|
$67.9 Million
5.8% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,279,267
shares
|
$65.6 Million
13.78% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,161,807
shares
|
$59.5 Million
0.01% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
977,075
shares
|
$50.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
918,189
shares
|
$47.1 Million
0.01% of portfolio
|
Q2 2025
Added 22.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
814,067
shares
|
$41.7 Million
0.13% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
737,364
shares
|
$37.8 Million
0.07% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
709,707
shares
|
$36.4 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
648,156
shares
|
$33.2 Million
0.03% of portfolio
|
Q2 2025
Added 178.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
608,347
shares
|
$31.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
531,103
shares
|
$27.2 Million
4.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
504,799
shares
|
$25.9 Million
0.95% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
480,164
shares
|
$24.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
390,609
shares
|
$20 Million
0.76% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
364,871
shares
|
$18.7 Million
16.7% of portfolio
|
Q2 2025
Added 23.79%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
361,196
shares
|
$18.5 Million
0.07% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
347,014
shares
|
$17.8 Million
1.6% of portfolio
|
Q2 2025
Reduced 3.17%
|