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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,627
shares
|
$237,133
0.01% of portfolio
|
Q2 2025
Added 206.42%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
4,614
shares
|
$236,467
0.07% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
4,603
shares
|
$235,903
0.05% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,569
shares
|
$234,161
0.0% of portfolio
|
Q2 2025
Reduced 39.35%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,529
shares
|
$232,111
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
4,461
shares
|
$228,626
0.1% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
4,367
shares
|
$223,808
0.05% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,119
shares
|
$211,098
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,113
shares
|
$210,791
0.0% of portfolio
|
Q2 2025
Reduced 32.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,107
shares
|
$210,483
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
4,095
shares
|
$209,868
0.0% of portfolio
|
Q2 2025
Reduced 23.19%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,000
shares
|
$205,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,978
shares
|
$203,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,948
shares
|
$202,335
0.0% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,935
shares
|
$201,668
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,754
shares
|
$192,392
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
3,665
shares
|
$187,831
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,044
shares
|
$156,005
0.0% of portfolio
|
Q2 2025
Reduced 54.45%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,036
shares
|
$155,595
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,001
shares
|
$153,801
0.01% of portfolio
|
Q2 2025
Added 48.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,958
shares
|
$151,597
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,846
shares
|
$145,857
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,287
shares
|
$117,208
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,926
shares
|
$98,707
0.0% of portfolio
|
Q2 2025
Added 41.51%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
1,704
shares
|
$87,330
0.02% of portfolio
|
Q2 2025
Added 92.11%
|