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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,577
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
359
shares
|
$18,398
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
319
shares
|
$16,348
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$15,375
0.0% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
296
shares
|
$15,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
267
shares
|
$13,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
220
shares
|
$11,275
0.01% of portfolio
|
Q2 2024
Added 24.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
215
shares
|
$11,018
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
199
shares
|
$10,198
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
174
shares
|
$8,917
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
172
shares
|
$8,815
0.0% of portfolio
|
Q4 2024
Reduced 47.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
153
shares
|
$7,841
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
128
shares
|
$6,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$6,508
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
125
shares
|
$6,406
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
124
shares
|
$6,355
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
119
shares
|
$6,098
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
115
shares
|
$5,893
0.02% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
101
shares
|
$5,176
0.0% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$5,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
100
shares
|
$5,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
95
shares
|
$4,868
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
89
shares
|
$4,561
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
88
shares
|
$4,510
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
75
shares
|
$3,843
0.0% of portfolio
|
Q2 2025
Added 1.35%
|