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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
70,871
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,935
shares
|
$3.58 Million
1.35% of portfolio
|
Q2 2022
Added 12.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
68,050
shares
|
$3.48 Million
0.08% of portfolio
|
Q2 2025
Added 654.85%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
67,352
shares
|
$3.44 Million
1.54% of portfolio
|
Q4 2023
Reduced 44.31%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
66,686
shares
|
$3.41 Million
0.38% of portfolio
|
Q4 2025
Added 12.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
66,266
shares
|
$3.39 Million
0.21% of portfolio
|
Q3 2025
Added 43211.11%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
65,164
shares
|
$3.33 Million
0.12% of portfolio
|
Q3 2025
Added 156.85%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
64,848
shares
|
$3.32 Million
1.05% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,714
shares
|
$3.26 Million
0.13% of portfolio
|
Q3 2022
Added 6.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
63,156
shares
|
$3.23 Million
0.1% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
63,052
shares
|
$3.22 Million
0.62% of portfolio
|
Q4 2025
Added 6.98%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
62,830
shares
|
$3.21 Million
0.28% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
62,786
shares
|
$3.21 Million
1.11% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
62,059
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
59,264
shares
|
$3.03 Million
0.57% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
58,051
shares
|
$2.97 Million
1.55% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
57,978
shares
|
$2.96 Million
0.71% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
57,785
shares
|
$2.96 Million
0.1% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
56,235
shares
|
$2.88 Million
0.58% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
54,785
shares
|
$2.8 Million
0.28% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
54,444
shares
|
$2.78 Million
0.46% of portfolio
|
Q4 2025
Added 68.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
53,240
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
51,467
shares
|
$2.63 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
50,311
shares
|
$2.57 Million
2.18% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
50,237
shares
|
$2.57 Million
0.78% of portfolio
|
Q4 2025
Added 4.04%
|
|