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 416 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
28,834
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
27,778
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
27,683
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
27,306
shares
|
$1.4 Million
0.79% of portfolio
|
Q3 2025
Reduced 47.8%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
25,965
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
25,272
shares
|
$1.29 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
25,239
shares
|
$1.29 Million
0.91% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
25,205
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
24,954
shares
|
$1.28 Million
0.61% of portfolio
|
Q3 2025
Added 68.26%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
24,816
shares
|
$1.27 Million
0.91% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
24,461
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
24,065
shares
|
$1.23 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
23,858
shares
|
$1.22 Million
0.57% of portfolio
|
Q3 2025
Added 72.09%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
23,400
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
23,103
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
22,610
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
22,289
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.16%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,156
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Added 127.01%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,139
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2022
Reduced 58.22%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
22,137
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
21,997
shares
|
$1.12 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
21,571
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
21,001
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
20,136
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
20,067
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 45.46%
|
|