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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
353,983
shares
|
$18.1 Million
2.84% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
318,620
shares
|
$16.3 Million
0.44% of portfolio
|
Q4 2023
Reduced 39.38%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
317,615
shares
|
$16.2 Million
12.71% of portfolio
|
Q1 2023
Reduced 65.56%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
301,944
shares
|
$15.4 Million
1.31% of portfolio
|
Q4 2025
Added 4.74%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 26, 2026 Q4 2025 |
294,157
shares
|
$15 Million
3.81% of portfolio
|
Q4 2025
Added 4.99%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
289,210
shares
|
$14.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
286,990
shares
|
$14.7 Million
1.01% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
281,020
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
265,695
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
263,287
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
262,970
shares
|
$13.4 Million
0.08% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
254,965
shares
|
$13 Million
0.32% of portfolio
|
Q1 2024
Added 4.33%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
252,831
shares
|
$12.9 Million
2.9% of portfolio
|
Q4 2025
Added 27.32%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
243,254
shares
|
$12.4 Million
0.13% of portfolio
|
Q3 2025
Added 123.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
239,058
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2025
Added 29.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
236,645
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
236,100
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 30.41%
|
|
|
Wbh Advisory Inc
|
Jan 26, 2026 Q4 2025 |
233,011
shares
|
$11.9 Million
0.89% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
220,988
shares
|
$11.3 Million
0.46% of portfolio
|
Q2 2020
Added 11.37%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
215,869
shares
|
$11 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
211,567
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2025
Reduced 33.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
201,122
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
195,256
shares
|
$9.99 Million
2.62% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
193,863
shares
|
$9.91 Million
0.22% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 27, 2026 Q4 2025 |
193,273
shares
|
$9.88 Million
1.46% of portfolio
|
Q4 2025
Added 5.08%
|
|