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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
42,493
shares
|
$2.18 Million
0.56% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
42,346
shares
|
$2.17 Million
2.18% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
42,198
shares
|
$2.16 Million
0.22% of portfolio
|
Q2 2025
Added 208.19%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
42,182
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
41,891
shares
|
$2.15 Million
2.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
40,413
shares
|
$2.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
36,826
shares
|
$1.89 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
36,796
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Added 159.8%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
34,473
shares
|
$1.77 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
33,394
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
33,156
shares
|
$1.7 Million
0.94% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
32,781
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
32,318
shares
|
$1.66 Million
0.2% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,911
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
30,324
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
30,128
shares
|
$1.54 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
29,919
shares
|
$1.53 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
29,240
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
28,778
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
28,753
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.04%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
27,781
shares
|
$1.42 Million
1.01% of portfolio
|
Q2 2025
Reduced 82.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
27,438
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 99.2%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
26,736
shares
|
$1.37 Million
1.1% of portfolio
|
Q2 2025
Reduced 79.56%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
25,740
shares
|
$1.32 Million
1.16% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
25,370
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Added 5.84%
|