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 |
|---|---|---|---|---|---|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
106,993
shares
|
$5.48 Million
0.99% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
105,100
shares
|
$5.39 Million
0.86% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
100,189
shares
|
$5.13 Million
0.03% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Canal Insurance CO
|
Jul 30, 2025 Q2 2025 |
100,000
shares
|
$5.13 Million
1.14% of portfolio
|
Q1 2025
Added 28.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
99,640
shares
|
$5.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
98,109
shares
|
$5.03 Million
1.08% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
93,013
shares
|
$4.77 Million
3.99% of portfolio
|
Q2 2025
Added 67.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
90,742
shares
|
$4.65 Million
0.5% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
89,164
shares
|
$4.57 Million
1.41% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
82,268
shares
|
$4.22 Million
2.37% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
81,436
shares
|
$4.17 Million
0.37% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
76,413
shares
|
$3.92 Million
1.44% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
72,020
shares
|
$3.69 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
71,086
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
70,002
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2025
Added 192.47%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,935
shares
|
$3.58 Million
1.35% of portfolio
|
Q2 2022
Added 12.62%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
69,518
shares
|
$3.56 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
68,050
shares
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Added 654.85%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
67,352
shares
|
$3.45 Million
1.54% of portfolio
|
Q4 2023
Reduced 44.31%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
64,427
shares
|
$3.3 Million
1.15% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,714
shares
|
$3.27 Million
0.13% of portfolio
|
Q3 2022
Added 6.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
61,149
shares
|
$3.13 Million
0.06% of portfolio
|
Q2 2025
Added 76.93%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
61,015
shares
|
$3.13 Million
2.84% of portfolio
|
Q2 2025
Reduced 40.77%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
60,961
shares
|
$3.12 Million
0.66% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
60,582
shares
|
$3.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.08%
|