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 351 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
9,892
shares
|
$502,216
0.16% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,870
shares
|
$501,099
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
9,588
shares
|
$486,782
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
9,510
shares
|
$482,822
0.0% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,443
shares
|
$479,421
0.0% of portfolio
|
Q3 2024
Reduced 58.94%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
9,430
shares
|
$478,761
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
9,286
shares
|
$471,450
0.1% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
9,201
shares
|
$467,134
0.28% of portfolio
|
Q3 2024
Added 24.15%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
8,975
shares
|
$455,660
0.19% of portfolio
|
Q2 2023
Added 28.99%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,824
shares
|
$447,994
0.01% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
8,814
shares
|
$447,486
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
8,810
shares
|
$447,283
0.05% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
8,675
shares
|
$440,429
0.2% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,378
shares
|
$425,351
0.08% of portfolio
|
Q3 2023
Added 1.13%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
8,154
shares
|
$413,978
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
8,152
shares
|
$413,877
0.39% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
8,013
shares
|
$406,820
0.18% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
7,986
shares
|
$405,449
0.15% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
7,889
shares
|
$400,524
0.2% of portfolio
|
Q3 2024
Added 57.59%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
7,694
shares
|
$390,624
0.11% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
7,530
shares
|
$382,298
0.03% of portfolio
|
Q4 2024
Added 149.75%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,347
shares
|
$373,007
0.11% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,309
shares
|
$371,077
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
7,295
shares
|
$370,367
0.39% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,208
shares
|
$365,950
0.03% of portfolio
|
Q3 2024
Reduced 2.37%
|