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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,618
shares
|
$82,922
0.05% of portfolio
|
Q1 2023
Reduced 7.17%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,599
shares
|
$81,948
0.01% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,495
shares
|
$76,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,451
shares
|
$74,363
0.05% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,414
shares
|
$72,467
0.0% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,193
shares
|
$61,141
0.01% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1,146
shares
|
$58,732
0.03% of portfolio
|
Q2 2025
Reduced 99.75%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,118
shares
|
$57,297
0.01% of portfolio
|
Q2 2025
Reduced 89.87%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,115
shares
|
$57,143
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,075
shares
|
$55,093
2.47% of portfolio
|
Q3 2022
Reduced 96.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,023
shares
|
$52,428
0.0% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
996
shares
|
$51,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
934
shares
|
$47,867
0.02% of portfolio
|
Q2 2024
Reduced 41.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
911
shares
|
$46,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
900
shares
|
$46,125
0.01% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
880
shares
|
$45,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
747
shares
|
$38,283
0.1% of portfolio
|
Q4 2024
Reduced 64.03%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
663
shares
|
$33,978
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
531
shares
|
$27,213
0.01% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
500
shares
|
$25,625
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
495
shares
|
$25,368
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
438
shares
|
$22,447
0.01% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
413
shares
|
$21,166
0.01% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$20,500
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,577
0.0% of portfolio
|
Q1 2023
Added 0.26%
|