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 |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
25,161
shares
|
$1.29 Million
1.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
25,117
shares
|
$1.29 Million
0.42% of portfolio
|
Q2 2025
Added 55.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
24,225
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
23,919
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
23,550
shares
|
$1.21 Million
0.44% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
23,400
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
23,215
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 24.71%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
22,978
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,139
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2022
Reduced 58.22%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
22,007
shares
|
$1.13 Million
0.58% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
21,997
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
21,782
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
21,687
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 47.9%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
21,683
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
21,620
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
20,570
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
20,508
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
20,351
shares
|
$1.04 Million
0.16% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
18,822
shares
|
$964,627
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
17,953
shares
|
$920,091
0.29% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
17,933
shares
|
$919,066
0.23% of portfolio
|
Q2 2025
Added 165.79%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
17,331
shares
|
$888,213
0.4% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
17,200
shares
|
$881,500
0.16% of portfolio
|
Q2 2025
Reduced 45.66%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
17,172
shares
|
$880,065
0.13% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
17,158
shares
|
$879,347
0.27% of portfolio
|
Q1 2025
Added 2.54%
|