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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
339,293
shares
|
$17.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.31%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
338,573
shares
|
$17.4 Million
0.35% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
318,620
shares
|
$16.3 Million
0.47% of portfolio
|
Q4 2023
Reduced 39.38%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
317,803
shares
|
$16.3 Million
2.97% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
317,615
shares
|
$16.3 Million
12.71% of portfolio
|
Q1 2023
Reduced 65.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
306,452
shares
|
$15.7 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
294,471
shares
|
$15.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
275,970
shares
|
$14.1 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
274,946
shares
|
$14.1 Million
1.34% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
269,323
shares
|
$13.8 Million
5.64% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
263,272
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
262,970
shares
|
$13.5 Million
0.08% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
254,965
shares
|
$13.1 Million
0.32% of portfolio
|
Q1 2024
Added 4.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
250,899
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
239,507
shares
|
$12.3 Million
3.42% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
220,988
shares
|
$11.3 Million
0.46% of portfolio
|
Q2 2020
Added 11.37%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
217,951
shares
|
$11.2 Million
0.06% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
216,337
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Added 238.48%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
213,723
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
199,768
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
194,206
shares
|
$9.95 Million
2.74% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
192,152
shares
|
$9.85 Million
4.88% of portfolio
|
Q3 2022
Reduced 17.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
189,193
shares
|
$9.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
186,220
shares
|
$9.54 Million
0.62% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
185,057
shares
|
$9.48 Million
0.13% of portfolio
|
Q2 2025
Added 142.07%
|