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 417 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
49,004
shares
|
$2.51 Million
0.03% of portfolio
|
Q4 2025
Reduced 21.09%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
48,287
shares
|
$2.47 Million
0.82% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
47,730
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2025
Added 115.43%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
47,000
shares
|
$2.4 Million
1.68% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
46,475
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,255
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
43,969
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
42,841
shares
|
$2.19 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
42,745
shares
|
$2.19 Million
0.54% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
42,297
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
41,428
shares
|
$2.12 Million
2.12% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
40,641
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
40,413
shares
|
$2.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
40,123
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Added 74.61%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
39,161
shares
|
$2 Million
1.01% of portfolio
|
Q4 2025
Added 2.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
37,703
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 171.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
36,755
shares
|
$1.88 Million
0.09% of portfolio
|
Q3 2025
Added 694.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
35,844
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
34,740
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
33,227
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
32,318
shares
|
$1.65 Million
0.18% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
32,310
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2025
Added 71.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,211
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
29,728
shares
|
$1.52 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
29,445
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.58%
|
|