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 419 institutions that hold shares in the stock, with a total of 51 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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
12,194
shares
|
$623,601
0.03% of portfolio
|
Q3 2025
Added 124.11%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
12,132
shares
|
$620,430
0.05% of portfolio
|
Q4 2025
Added 11.38%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
11,817
shares
|
$604,321
0.04% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
11,775
shares
|
$602,173
0.4% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
11,647
shares
|
$595,627
0.08% of portfolio
|
Q4 2025
Reduced 11.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
11,283
shares
|
$577,012
0.01% of portfolio
|
Q4 2025
Added 110.66%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
11,141
shares
|
$569,750
0.32% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
11,008
shares
|
$562,949
0.01% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
10,828
shares
|
$553,743
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,652
shares
|
$544,743
0.0% of portfolio
|
Q3 2025
Reduced 26.94%
|
|
|
Landaas & CO
Milwaukee, WI |
Jan 21, 2026 Q4 2025 |
10,647
shares
|
$544,487
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
10,463
shares
|
$535,077
0.06% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,225
shares
|
$522,906
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
10,137
shares
|
$518,406
0.08% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
10,104
shares
|
$516,718
0.41% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 28, 2026 Q4 2025 |
10,104
shares
|
$516,718
0.01% of portfolio
|
Q4 2025
Added 1.83%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,091
shares
|
$516,053
0.02% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,074
shares
|
$515,184
0.11% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,068
shares
|
$514,877
0.05% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
10,062
shares
|
$514,570
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,000
shares
|
$511,400
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
9,941
shares
|
$508,382
0.2% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
9,900
shares
|
$506,286
0.0% of portfolio
|
Q4 2025
Added 39.44%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,876
shares
|
$505,058
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
9,771
shares
|
$499,688
0.02% of portfolio
|
Q3 2025
Reduced 15.03%
|
|