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 367 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
150,298
shares
|
$7.62 Million
0.09% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
147,203
shares
|
$7.46 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
|
$7.45 Million
2.79% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
138,673
shares
|
$7.03 Million
0.65% of portfolio
|
Q4 2024
Added 28.21%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
127,255
shares
|
$6.45 Million
1.16% of portfolio
|
Q3 2023
Added 7.05%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
123,760
shares
|
$6.28 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
122,150
shares
|
$6.19 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
121,640
shares
|
$6.17 Million
1.1% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
121,110
shares
|
$6.14 Million
0.15% of portfolio
|
Q4 2024
Added 38.94%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
120,827
shares
|
$6.13 Million
0.4% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
118,966
shares
|
$6.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
116,674
shares
|
$5.92 Million
0.22% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
115,387
shares
|
$5.85 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
115,165
shares
|
$5.84 Million
1.39% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
111,261
shares
|
$5.64 Million
5.32% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
110,195
shares
|
$5.59 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
107,193
shares
|
$5.44 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
104,632
shares
|
$5.31 Million
0.01% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
100,381
shares
|
$5.09 Million
0.08% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
100,189
shares
|
$5.08 Million
0.03% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
99,181
shares
|
$5.03 Million
0.97% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
93,985
shares
|
$4.77 Million
0.0% of portfolio
|
Q4 2024
Added 48.71%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
93,541
shares
|
$4.74 Million
4.08% of portfolio
|
Q4 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
87,300
shares
|
$4.43 Million
0.83% of portfolio
|
Q4 2024
Added 48.8%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
83,300
shares
|
$4.22 Million
2.38% of portfolio
|
Q4 2024
Added 52.29%
|