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 420 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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,414
shares
|
$72,311
0.0% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
1,413
shares
|
$72,260
0.04% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,203
shares
|
$61,521
0.0% of portfolio
|
Q4 2025
Reduced 45.93%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,115
shares
|
$57,021
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 28, 2026 Q4 2025 |
1,085
shares
|
$55,486
0.01% of portfolio
|
Q3 2025
Reduced 36.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,075
shares
|
$54,975
2.47% of portfolio
|
Q3 2022
Reduced 96.17%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
996
shares
|
$50,935
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
900
shares
|
$46,026
0.01% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
880
shares
|
$45,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
794
shares
|
$40,605
0.01% of portfolio
|
Q4 2025
Reduced 14.99%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
747
shares
|
$38,201
0.08% of portfolio
|
Q4 2024
Reduced 64.03%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
670
shares
|
$34,263
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
531
shares
|
$27,155
0.01% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
500
shares
|
$25,570
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
500
shares
|
$25,570
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 27, 2026 Q4 2025 |
495
shares
|
$25,314
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$20,456
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
392
shares
|
$20,046
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,535
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,535
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
359
shares
|
$18,359
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
333
shares
|
$17,029
0.0% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2026 Q4 2025 |
296
shares
|
$15,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
220
shares
|
$11,250
0.01% of portfolio
|
Q2 2024
Added 24.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
215
shares
|
$10,995
0.01% of portfolio
|
Q3 2023
New holding
|
|