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 418 institutions that hold shares in the stock, with a total of 51.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
10,892
shares
|
$557,016
0.05% of portfolio
|
Q3 2025
Added 57.1%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
10,861
shares
|
$555,431
0.01% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,652
shares
|
$544,743
0.0% of portfolio
|
Q3 2025
Reduced 26.94%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
10,463
shares
|
$535,077
0.06% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
10,230
shares
|
$523,162
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,225
shares
|
$522,906
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
10,137
shares
|
$518,406
0.08% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
10,104
shares
|
$516,718
0.41% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,091
shares
|
$516,053
0.02% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,074
shares
|
$515,184
0.11% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,068
shares
|
$514,877
0.05% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
10,062
shares
|
$514,570
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,000
shares
|
$511,400
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
9,941
shares
|
$508,382
0.2% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,922
shares
|
$507,411
0.01% of portfolio
|
Q3 2025
Reduced 39.72%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
9,900
shares
|
$506,286
0.0% of portfolio
|
Q4 2025
Added 39.44%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,876
shares
|
$505,058
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
9,771
shares
|
$499,688
0.02% of portfolio
|
Q3 2025
Reduced 15.03%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
9,616
shares
|
$491,762
0.19% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
9,594
shares
|
$490,637
0.1% of portfolio
|
Q4 2025
Reduced 69.94%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
9,525
shares
|
$487,108
0.15% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
9,485
shares
|
$485,062
0.35% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
9,430
shares
|
$482,250
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,421
shares
|
$481,789
0.0% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
9,325
shares
|
$476,880
0.07% of portfolio
|
Q2 2025
Reduced 1.11%
|
|