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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.60 +0.19 (+0.37%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Short Duration Bond Active ETF (BATS:NEAR)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$65.77M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$59.42M
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NEAR Institutional Buying and Selling by Quarter

iShares Short Duration Bond Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Nikulski Financial Inc.5,420$274K0.1%+31.6%0.009%
1/21/2025Pflug Koory LLC7,530$380K0.2%+149.8%0.013%
1/21/2025ONE Advisory Partners LLC6,068$306K0.1%-56.5%0.010%
1/21/2025Montecito Bank & Trust115,387$5.83M1.0%-1.5%0.195%
1/17/2025 Avior Wealth Management LLC2,097$106K0.0%-19.6%0.004%
1/17/2025 Mutual Advisors LLC74,108$3.75M0.1%-4.0%0.125%
1/17/2025 Janney Montgomery Scott LLC11,447$578K0.0%-45.6%0.019%
1/17/2025 Bartlett & CO. Wealth Management LLC880$44K0.0%N/A0.001%
1/17/2025 Westside Investment Management Inc.32,450$1.64M0.3%+5.0%0.055%
1/17/2025 Investment Advisory Group LLC19,213$970K0.3%+7.2%0.032%
1/17/2025 MBM Wealth Consultants LLC216,438$10.92M3.3%+23.3%0.366%
1/17/2025 Dakota Wealth Management13,181$666K0.0%-4.5%0.022%
1/17/2025 Oxinas Partners Wealth Management LLC11,199$566K0.3%-2.3%0.019%
1/17/2025 Atomi Financial Group Inc.4,063$205K0.0%N/A0.007%
1/17/2025 Alpha Cubed Investments LLC6,272$317K0.0%+22.1%0.011%
1/16/2025 Hoese & Co LLP600$30K0.0%N/A0.001%
1/16/2025 LVW Advisors LLC50,567$2.55M0.3%+13.0%0.085%
1/15/2025 Integrated Investment Consultants LLC174,905$8.83M0.2%+75.2%0.295%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH7,694$389K0.1%+21.5%0.013%
1/15/2025 Wealthcare Advisory Partners LLC5,576$282K0.0%+16.5%0.009%
1/15/2025 JGP Wealth Management LLC21,189$1.07M0.1%+45.6%0.036%
1/14/2025 Brady Family Wealth LLC82,583$4.17M1.3%+18.8%0.139%
1/14/2025 ARS Wealth Advisors Group LLC3,965$200K0.0%-7.5%0.007%
1/14/2025 San Luis Wealth Advisors LLC87,300$4.41M0.8%+48.8%0.147%
1/14/2025 Fortis Advisors LLC13,845$699K0.5%+1.6%0.023%
1/14/2025 Waycross Investment Management Co7,295$368K0.4%-7.1%0.012%
1/13/2025 Kwmg LLC272,955$13.78M1.4%+1.4%0.461%
1/13/2025 Brookstone Capital Management61,306$3.10M0.0%+3.6%0.104%
1/10/2025 Sugarloaf Wealth Management LLC10,074$509K0.1%+3.0%0.017%
1/10/2025 Sage Capital Advisors llc72,564$3.66M1.0%-0.4%0.123%
1/8/2025 Private Client Services LLC6,357$321K0.2%+23.7%0.011%
1/3/2025 First Citizens Financial Corp62,260$3.14M1.7%+0.4%0.105%
12/26/2024JPMorgan Chase & Co.41,556$2.13M0.0%+50.2%0.070%
11/25/2024World Investment Advisors LLC79,648$4.08M0.1%-4.1%0.135%
11/25/2024Sanctuary Advisors LLC94,364$4.78M0.0%+16.3%0.159%
11/18/2024Financial Avengers Inc.500$26K0.0%N/A0.001%
11/15/2024MML Investors Services LLC156,189$8.00M0.0%+0.5%0.264%
11/15/2024National Bank of Canada FI19,721$1.01M0.0%-10.4%0.033%
11/15/2024EP Wealth Advisors LLC14,512$744K0.0%-28.9%0.025%
11/15/2024Jane Street Group LLC63,200$3.24M0.0%-80.2%0.107%
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11/15/2024Stifel Financial Corp127,674$6.54M0.0%-17.1%0.216%
11/15/2024Ingalls & Snyder LLC4,000$205K0.0%N/A0.007%
11/15/2024HighTower Advisors LLC233,075$11.94M0.0%+9.4%0.394%
11/15/2024Benjamin Edwards Inc.7,033$361K0.0%N/A0.012%
11/14/2024Semmax Financial Advisors Inc.147,203$7.44M2.0%-4.1%0.249%
11/14/2024Valley Financial Group Inc.11,390$584K0.4%-2.8%0.019%
11/14/2024Flow Traders U.S. LLC20,661$1.06M0.1%+63.1%0.035%
11/14/2024Captrust Financial Advisors458,490$23.49M0.1%-11.1%0.774%
11/14/2024RPg Family Wealth Advisory LLC4,401$226K0.1%-94.8%0.007%
11/14/2024CreativeOne Wealth LLC22,733$1.17M0.0%N/A0.038%
11/13/2024Townsquare Capital LLC9,870$506K0.0%-4.4%0.017%
11/13/2024BNP Paribas Financial Markets15,816$810K0.0%-82.7%0.027%
11/13/2024Shum Financial Group Inc.11,472$580K0.5%N/A0.019%
11/13/2024D.A. Davidson & CO.10,760$551K0.0%+2.7%0.018%
11/13/2024Patton Albertson Miller Group LLC3,978$204K0.0%-8.9%0.007%
11/13/2024Bank of Montreal Can485,560$24.90M0.0%+33.7%0.820%
11/13/2024Private Trust Co. NA4,879$250K0.0%+9.3%0.008%
11/13/2024Hancock Whitney Corp20,247$1.04M0.0%N/A0.034%
11/12/2024Wescott Financial Advisory Group LLC38,639$1.98M0.2%+13.5%0.065%
11/12/2024Kingsview Wealth Management LLC27,066$1.39M0.0%-3.8%0.046%
11/12/2024Planning Alternatives Ltd. ADV24,868$1.27M0.2%-48.7%0.042%
11/12/2024Citigroup Inc.72,104$3.70M0.0%-8.6%0.122%
11/12/2024Smithfield Trust Co32,021$1.64M0.1%-53.5%0.054%
11/12/2024 Integrated Investment Consultants LLC99,842$5.12M0.1%+1,169.8%0.169%
11/9/2024LPL Financial LLC2,050,644$105.08M0.0%+6.6%3.464%
11/8/2024Stonebridge Financial Planning Group LLC14,189$727K0.3%-7.5%0.024%
11/8/2024 Avior Wealth Management LLC2,608$134K0.0%-16.5%0.004%
11/8/2024Spectrum Planning & Advisory Services Inc.8,663$444K0.4%+26.9%0.015%
11/8/2024Guardian Wealth Advisors LLC60,458$3.10M1.9%+1.7%0.102%
11/8/2024Prospera Financial Services Inc14,332$734K0.0%+31.8%0.024%
11/7/2024Pathstone Holdings LLC96,729$4.96M0.0%-24.2%0.163%
11/7/2024Thrivent Financial for Lutherans85,352$4.37M0.0%+23.0%0.144%
11/6/2024Cassady Schiller Wealth Management LLC80,272$4.11M1.5%-16.6%0.136%
11/6/2024OneDigital Investment Advisors LLC146,318$7.50M0.1%-30.2%0.247%
11/6/2024Alexander Randolph Advisory Inc.272,341$13.96M12.4%+12.8%0.460%
11/6/2024Kovack Advisors Inc.15,125$775K0.1%-44.3%0.026%
11/6/2024Oppenheimer & Co. Inc.89,003$4.56M0.1%-15.9%0.150%
11/5/2024Aptus Capital Advisors LLC578$30K0.0%N/A0.001%
11/5/2024First Heartland Consultants Inc.27,588$1.41M0.2%+15.5%0.047%
11/5/2024WealthPlan Investment Management LLC33,072$1.70M0.2%N/A0.056%
11/5/2024Harbour Investments Inc.4,979$255K0.0%-8.1%0.008%
11/4/2024Catalytic Wealth RIA LLC59,214$3.03M0.5%+13.8%0.100%
11/4/2024Axxcess Wealth Management LLC87,170$4.47M0.1%N/A0.147%
11/4/2024Sigma Planning Corp56,705$2.91M0.1%+26.0%0.096%
11/1/2024Objective Capital Management LLC9,201$471K0.3%N/A0.016%
11/1/2024Leavell Investment Management Inc.6,915$354K0.0%N/A0.012%
11/1/2024Physician Wealth Solutions Inc.7,889$401K0.2%+57.6%0.013%
10/31/2024Montecito Bank & Trust117,193$6.01M1.0%-8.8%0.198%
10/31/2024LGT Financial Advisors LLC2,077$106K0.3%-41.5%0.004%
10/31/2024Spinnaker Trust40,158$2.06M0.1%+15.4%0.068%
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10/31/2024Concurrent Investment Advisors LLC12,383$634K0.0%-5.1%0.021%
10/30/2024Umpqua Bank19,179$983K0.4%-37.1%0.032%
10/29/2024Donaldson Capital Management LLC625,024$32.03M1.2%+7.0%1.056%
10/29/2024 Janney Montgomery Scott LLC21,049$1.08M0.0%+4.0%0.036%
10/29/2024Forbes Financial Planning Inc.150,829$7.73M5.6%+9.7%0.255%
10/29/2024Realta Investment Advisors49,508$2.52M1.2%+5.0%0.084%
10/29/2024Luken Investment Analytics LLC8,459$433K0.2%+30.6%0.014%
10/29/2024Chicago Partners Investment Group LLC13,281$675K0.0%-4.5%0.022%
10/28/2024Lowe Brockenbrough & Co. Inc.117,985$6.05M0.4%-2.4%0.199%
10/28/2024Gladstone Institutional Advisory LLC113,667$5.82M0.3%-9.2%0.192%
(Data available from 1/1/2016 forward)

NEAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NEAR shares?

During the previous two years, 188 institutional investors and hedge funds held shares of iShares Short Duration Bond Active ETF. The most heavily invested institutionals were LPL Financial LLC ($105.08M), Bramshill Investments LLC ($102.89M), Wells Fargo & Company MN ($82.39M), Trustcore Financial Services LLC ($65.28M), Donaldson Capital Management LLC ($32.03M), Bank of Montreal Can ($24.90M), and Captrust Financial Advisors ($23.49M).Learn more on NEAR's institutional investors.

Which institutional investors have been buying iShares Short Duration Bond Active ETF stock?

Of the 118 institutional investors that purchased iShares Short Duration Bond Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($180.44K), Integrated Investment Consultants LLC ($174.19K), Bramshill Investments LLC ($167.48K), Boulder Wealth Advisors LLC ($167.27K), LPL Financial LLC ($127.07K), Bank of Montreal Can ($122.31K), and Baystate Wealth Management LLC ($94.64K).

How much institutional buying is happening at iShares Short Duration Bond Active ETF?

Institutional investors have bought a total of 2,538,992 shares in the last 24 months. This purchase volume represents approximately $127.69M in transactions.

Which iShares Short Duration Bond Active ETF major shareholders have been selling company stock?

Of the 101 institutional investors that sold iShares Short Duration Bond Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($510.84K), InterOcean Capital Group LLC ($348.97K), Rosenberg Matthew Hamilton ($329.79K), Jane Street Group LLC ($255.93K), Captrust Financial Advisors ($215.63K), Crestone Asset Management LLC ($117.55K), and BNP Paribas Financial Markets ($80.95K).

How much institutional selling is happening at iShares Short Duration Bond Active ETF?

Institutional investors have sold a total of 3,004,926 shares in the last 24 months. This volume of shares sold represents approximately $150.61M in transactions.


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This page (BATS:NEAR) was last updated on 1/21/2025 by MarketBeat.com Staff
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