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 378 institutions that hold shares in the stock, with a total of 44.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
4,146
shares
|
$211,611
0.15% of portfolio
|
Q4 2024
Reduced 54.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,116
shares
|
$210,080
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,063
shares
|
$207,375
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
4,021
shares
|
$205,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,000
shares
|
$204,160
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,000
shares
|
$204,160
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,948
shares
|
$201,505
0.0% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,036
shares
|
$154,957
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,014
shares
|
$153,834
0.01% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
2,287
shares
|
$116,728
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,271
shares
|
$115,911
0.0% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,738
shares
|
$88,707
0.03% of portfolio
|
Q4 2024
Added 79.92%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,618
shares
|
$82,582
0.05% of portfolio
|
Q1 2023
Reduced 7.17%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,577
shares
|
$80,490
0.0% of portfolio
|
Q1 2025
Reduced 98.03%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,532
shares
|
$78,193
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
1,442
shares
|
$73,599
0.05% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,437
shares
|
$73,344
0.01% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,361
shares
|
$69,465
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,339
shares
|
$68,342
0.01% of portfolio
|
Q1 2025
Reduced 34.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,115
shares
|
$56,909
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,075
shares
|
$54,868
2.47% of portfolio
|
Q3 2022
Reduced 96.17%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
997
shares
|
$50,886
0.01% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
971
shares
|
$49,559
0.02% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
934
shares
|
$47,671
0.02% of portfolio
|
Q2 2024
Reduced 41.04%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
887
shares
|
$45,272
0.01% of portfolio
|
Q1 2025
Reduced 87.55%
|