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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
60,330
shares
|
$3.09 Million
0.31% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
60,216
shares
|
$3.09 Million
0.67% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
60,133
shares
|
$3.08 Million
0.9% of portfolio
|
Q2 2025
Added 1241.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
58,249
shares
|
$2.99 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
57,766
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
56,468
shares
|
$2.89 Million
0.04% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
56,148
shares
|
$2.88 Million
1.82% of portfolio
|
Q2 2025
Added 74.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
55,367
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 91.64%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
54,935
shares
|
$2.82 Million
0.33% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
54,905
shares
|
$2.81 Million
0.11% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
54,845
shares
|
$2.81 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
53,539
shares
|
$2.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
52,550
shares
|
$2.69 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
52,312
shares
|
$2.68 Million
1.58% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
51,072
shares
|
$2.62 Million
0.28% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
50,393
shares
|
$2.58 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
49,491
shares
|
$2.54 Million
1.03% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
48,287
shares
|
$2.47 Million
0.88% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
48,044
shares
|
$2.46 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
46,854
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
46,509
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
46,063
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 185.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,100
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 205.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,694
shares
|
$2.29 Million
0.58% of portfolio
|
Q2 2025
Added 323.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,255
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 3.56%
|