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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
12,898
shares
|
$661,022
0.02% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
12,475
shares
|
$639,343
0.23% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,181
shares
|
$624,276
0.01% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
12,179
shares
|
$624,173
0.14% of portfolio
|
Q2 2025
Added 54.97%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
12,114
shares
|
$620,842
0.05% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,916
shares
|
$610,695
0.27% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,730
shares
|
$601,162
0.03% of portfolio
|
Q2 2025
Reduced 51.74%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
11,726
shares
|
$600,957
0.04% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
11,559
shares
|
$592,398
0.01% of portfolio
|
Q2 2025
Added 60.85%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
11,500
shares
|
$589,375
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
11,452
shares
|
$586,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,200
shares
|
$574,000
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
11,127
shares
|
$570,258
0.34% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
10,905
shares
|
$558,881
0.04% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
10,668
shares
|
$546,735
0.39% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
10,627
shares
|
$544,633
0.03% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
10,512
shares
|
$538,740
0.09% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
10,362
shares
|
$531,052
0.07% of portfolio
|
Q2 2025
Reduced 51.17%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,302
shares
|
$527,977
0.01% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,225
shares
|
$524,031
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
10,189
shares
|
$522,186
0.48% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
10,165
shares
|
$520,956
0.01% of portfolio
|
Q2 2025
Added 149.94%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
10,093
shares
|
$517,266
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,074
shares
|
$516,292
0.11% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
10,062
shares
|
$515,677
0.11% of portfolio
|
Q3 2023
New holding
|