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 |
|---|---|---|---|---|---|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
192,152
shares
|
$9.83 Million
4.88% of portfolio
|
Q3 2022
Reduced 17.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
188,054
shares
|
$9.62 Million
0.06% of portfolio
|
Q3 2025
Added 28.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
186,220
shares
|
$9.52 Million
0.62% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
180,042
shares
|
$9.21 Million
1.27% of portfolio
|
Q4 2025
Added 10.1%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
177,207
shares
|
$9.06 Million
1.6% of portfolio
|
Q4 2025
Added 4.85%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
173,094
shares
|
$8.85 Million
2.46% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
171,631
shares
|
$8.78 Million
0.11% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
169,543
shares
|
$8.67 Million
0.1% of portfolio
|
Q4 2025
Added 114.81%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
168,784
shares
|
$8.63 Million
0.82% of portfolio
|
Q3 2025
Added 299.98%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
162,899
shares
|
$8.33 Million
0.04% of portfolio
|
Q3 2025
Added 3231.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
162,471
shares
|
$8.31 Million
1.44% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
158,383
shares
|
$8.1 Million
0.01% of portfolio
|
Q4 2025
Added 2.55%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 28, 2026 Q4 2025 |
155,835
shares
|
$7.97 Million
2.18% of portfolio
|
Q4 2025
Added 2.66%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
153,312
shares
|
$7.84 Million
1.62% of portfolio
|
Q4 2023
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 23, 2026 Q4 2025 |
151,519
shares
|
$7.75 Million
1.64% of portfolio
|
Q4 2025
Added 25.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
149,665
shares
|
$7.65 Million
0.01% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
149,103
shares
|
$7.63 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
147,115
shares
|
$7.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
146,993
shares
|
$7.52 Million
0.13% of portfolio
|
Q3 2025
Added 140.38%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
145,480
shares
|
$7.44 Million
0.35% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
143,019
shares
|
$7.31 Million
0.08% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
142,059
shares
|
$7.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
141,566
shares
|
$7.24 Million
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
141,417
shares
|
$7.23 Million
0.38% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
129,955
shares
|
$6.65 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.34%
|
|