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 357 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
318,620
shares
|
$16.1 Million
0.48% of portfolio
|
Q4 2023
Reduced 39.38%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
317,615
shares
|
$16 Million
12.71% of portfolio
|
Q1 2023
Reduced 65.56%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
303,311
shares
|
$15.3 Million
14.2% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
272,955
shares
|
$13.8 Million
1.44% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
254,965
shares
|
$12.9 Million
0.32% of portfolio
|
Q1 2024
Added 4.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
227,284
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
220,988
shares
|
$11.2 Million
0.46% of portfolio
|
Q2 2020
Added 11.37%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
216,438
shares
|
$10.9 Million
3.39% of portfolio
|
Q4 2024
Added 23.34%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
192,152
shares
|
$9.71 Million
4.88% of portfolio
|
Q3 2022
Reduced 17.03%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
188,211
shares
|
$9.51 Million
2.66% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
186,220
shares
|
$9.41 Million
0.62% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
182,662
shares
|
$9.23 Million
0.02% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
181,951
shares
|
$9.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
177,275
shares
|
$8.96 Million
1.58% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
176,448
shares
|
$8.91 Million
0.06% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
174,905
shares
|
$8.84 Million
0.19% of portfolio
|
Q4 2024
Added 75.18%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
162,471
shares
|
$8.21 Million
1.44% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
156,189
shares
|
$7.89 Million
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
153,312
shares
|
$7.75 Million
1.62% of portfolio
|
Q4 2023
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
150,829
shares
|
$7.62 Million
5.57% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
147,203
shares
|
$7.44 Million
2.13% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
146,816
shares
|
$7.42 Million
2.79% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
146,318
shares
|
$7.39 Million
0.09% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
143,794
shares
|
$7.26 Million
0.27% of portfolio
|
Q3 2024
Added 172.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
141,368
shares
|
$7.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|