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 |
|---|---|---|---|---|---|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
6,173
shares
|
$315,687
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
6,135
shares
|
$313,743
0.08% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,117
shares
|
$312,823
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
6,096
shares
|
$311,749
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,092
shares
|
$311,544
0.01% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
6,044
shares
|
$309,090
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,000
shares
|
$306,840
0.07% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,914
shares
|
$302,441
0.0% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
5,781
shares
|
$295,640
0.09% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,733
shares
|
$293,185
0.0% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
5,649
shares
|
$288,889
0.21% of portfolio
|
Q4 2025
Reduced 29.54%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 15, 2025 Q3 2025 |
5,647
shares
|
$288,787
0.22% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
5,566
shares
|
$284,645
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
5,565
shares
|
$284,594
0.13% of portfolio
|
Q3 2025
Added 385.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,557
shares
|
$284,184
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
5,546
shares
|
$283,622
0.06% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
5,536
shares
|
$283,111
0.12% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
5,510
shares
|
$281,781
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
5,489
shares
|
$280,707
0.12% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,484
shares
|
$280,451
0.02% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,453
shares
|
$278,866
0.09% of portfolio
|
Q2 2025
Added 36.33%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,402
shares
|
$276,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,402
shares
|
$276,258
0.0% of portfolio
|
Q3 2025
Reduced 42.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,356
shares
|
$273,905
0.0% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
5,323
shares
|
$272,218
0.19% of portfolio
|
Q4 2025
Reduced 3.2%
|
|