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 |
|---|---|---|---|---|---|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,478
shares
|
$229,004
0.05% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
4,455
shares
|
$227,828
0.07% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,443
shares
|
$227,215
0.21% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
4,433
shares
|
$226,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,386
shares
|
$224,300
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
4,315
shares
|
$220,669
0.05% of portfolio
|
Q4 2025
Reduced 9.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,252
shares
|
$217,447
0.0% of portfolio
|
Q3 2025
Reduced 55.34%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,135
shares
|
$211,463
0.0% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,102
shares
|
$209,776
0.01% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$204,560
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,948
shares
|
$201,900
0.0% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
3,906
shares
|
$199,752
0.01% of portfolio
|
Q4 2025
Added 104.93%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,822
shares
|
$195,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,178
shares
|
$162,522
0.01% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,044
shares
|
$155,670
0.0% of portfolio
|
Q2 2025
Reduced 54.45%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,819
shares
|
$144,163
0.01% of portfolio
|
Q3 2025
Added 76.3%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,495
shares
|
$127,594
0.01% of portfolio
|
Q3 2025
Reduced 99.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,287
shares
|
$116,957
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,225
shares
|
$113,786
0.01% of portfolio
|
Q3 2025
Added 597.49%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,062
shares
|
$105,450
0.0% of portfolio
|
Q3 2025
Reduced 27.55%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,637
shares
|
$83,716
0.0% of portfolio
|
Q3 2025
Reduced 58.85%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,618
shares
|
$82,744
0.05% of portfolio
|
Q1 2023
Reduced 7.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,414
shares
|
$72,311
0.0% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
1,413
shares
|
$72,260
0.04% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,115
shares
|
$57,021
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|