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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.80 +0.39 (+0.76%)
As of 03/25/2025 03:44 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)
158
Total
Institutional Inflows
(last 12 months)
$319.66M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$133.94M
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NEAR Institutional Buying and Selling by Quarter

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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
3/18/2025Objective Capital Management LLC4,146$209K0.1%-54.9%0.007%
3/17/2025 Wealth Enhancement Advisory Services LLC219,444$11.08M0.0%+383.6%0.351%
3/5/2025 Castle Rock Wealth Management LLC44,494$2.25M0.6%-4.1%0.073%
2/25/2025 Armis Advisers LLC9,740$492K0.1%N/A0.016%
2/25/2025 Shufro Rose & Co. LLC27,739$1.40M0.1%-78.0%0.045%
2/25/2025 Integrated Advisors Network LLC26,050$1.32M0.1%-1.4%0.043%
2/20/2025 Michels Family Financial LLC25,531$1.29M1.2%N/A0.042%
2/18/2025 Stonebridge Financial Planning Group LLC11,994$606K0.3%-15.5%0.020%
2/18/2025 Novem Group13,444$679K0.1%N/A0.023%
2/18/2025 First Heartland Consultants Inc.5,113$258K0.0%-81.5%0.009%
2/17/2025 Waverly Advisors LLC107,193$5.41M0.1%-2.4%0.181%
2/17/2025 Royal Bank of Canada430,193$21.73M0.0%-8.6%0.727%
2/17/2025 KKM Financial LLC57,516$2.91M1.2%N/A0.097%
2/17/2025 Gotham Asset Management LLC4,021$203K0.0%N/A0.007%
2/17/2025 Focus Partners Wealth240,867$12.16M0.0%-0.3%0.407%
2/17/2025 Clark Capital Management Group Inc.165,639$8.37M0.1%N/A0.280%
2/17/2025 EP Wealth Advisors LLC8,703$440K0.0%-40.0%0.015%
2/17/2025 Cetera Investment Advisers499,410$25.22M0.1%+11.3%0.844%
2/17/2025 Bramshill Investments LLC3,223,956$162.81M25.6%+8.7%5.446%
2/17/2025 Citadel Advisors LLC8,289$419K0.0%-95.4%0.014%
2/17/2025 Captrust Financial Advisors398,201$20.11M0.1%-13.1%0.673%
2/17/2025 Cary Street Partners Financial LLC32,760$1.65M0.1%N/A0.055%
2/17/2025 Baird Financial Group Inc.45,935$2.32M0.0%+1.5%0.078%
2/17/2025 Bank of America Corp DE3,341,185$168.73M0.0%-1.1%5.644%
2/17/2025 Benjamin Edwards Inc.5,288$267K0.0%-24.8%0.009%
2/17/2025 BNP Paribas Financial Markets24,992$1.26M0.0%+58.0%0.042%
2/17/2025 Ameriprise Financial Inc.534,235$26.98M0.0%+1,925.5%0.902%
2/17/2025 Ancora Advisors LLC15,652$790K0.0%-5.4%0.026%
2/17/2025 Apex Wealth Management LLC93,541$4.72M4.1%N/A0.158%
2/14/2025 Mercer Global Advisors Inc. ADV7,745$391K0.0%-39.6%0.013%
2/14/2025 LGT Financial Advisors LLC747$38K0.1%-64.0%0.001%
2/14/2025 Jane Street Group LLC93,985$4.75M0.0%+48.7%0.159%
2/14/2025 Comerica Bank22,303$1.13M0.0%+214.3%0.038%
2/14/2025 Bellwether Advisors LLC3,036$153K0.0%N/A0.005%
2/14/2025 Gerber Kawasaki Wealth & Investment Management4,546$230K0.0%+4.8%0.008%
2/14/2025 Capital Analysts LLC13,532$683K0.0%+15,634.9%0.023%
2/14/2025 Core Wealth Advisors Inc.16,733$845K0.3%+13.4%0.028%
2/14/2025 Keyvantage Wealth LLC57,095$2.88M2.1%N/A0.096%
2/14/2025 Integrated Wealth Concepts LLC5,875$297K0.0%+23.0%0.010%
2/14/2025 Steel Grove Capital Advisors LLC27,957$1.41M0.2%-16.8%0.047%
New “Trump” currency proposed in DC (Ad)

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2/14/2025 Susquehanna International Group LLP30,420$1.54M0.0%+192.2%0.051%
2/14/2025 Stifel Financial Corp181,742$9.18M0.0%+42.3%0.307%
2/14/2025 OneDigital Investment Advisors LLC150,298$7.59M0.1%+2.7%0.254%
2/14/2025 MML Investors Services LLC153,855$7.77M0.0%-1.5%0.260%
2/14/2025 GeoWealth Management LLC59,420$3.00M0.1%-58.7%0.100%
2/13/2025 NewEdge Advisors LLC160,665$8.11M0.0%+20.1%0.271%
2/13/2025 United Capital Financial Advisors LLC24,235$1.22M0.0%-3.2%0.041%
2/13/2025 Belpointe Asset Management LLC58,499$2.99M0.2%-1.7%0.099%
2/13/2025 Mariner LLC50,979$2.57M0.0%-18.7%0.086%
2/13/2025 Townsquare Capital LLC11,574$584K0.0%+17.3%0.020%
2/13/2025 Rockefeller Capital Management L.P.55,426$2.80M0.0%+4.6%0.094%
2/13/2025 Glass Jacobson Investment Advisors llc1,738$88K0.0%+79.9%0.003%
2/13/2025 Bessemer Group Inc.1,767$89K0.0%N/A0.003%
2/13/2025 Renaissance Technologies LLC525,800$26.55M0.0%-34.1%0.888%
2/13/2025 Rollins Financial Advisors LLC79,670$4.02M0.6%+9.8%0.135%
2/13/2025 Bank of Montreal Can228,979$11.56M0.0%-52.8%0.387%
2/13/2025 Cerity Partners LLC11,200$566K0.0%-2.7%0.019%
2/13/2025 Hurley Capital LLC659$33K0.0%N/A0.001%
2/13/2025 Envestnet Asset Management Inc.455,064$22.98M0.0%+15.8%0.769%
2/13/2025 Wells Fargo & Company MN1,943,763$98.16M0.0%+21.4%3.283%
2/12/2025 Wescott Financial Advisory Group LLC44,892$2.27M0.2%+16.2%0.076%
2/12/2025 World Investment Advisors12,686$641K0.0%-84.1%0.021%
2/12/2025 National Bank of Canada FI20,930$1.06M0.0%+6.1%0.035%
2/12/2025 Physician Wealth Advisors Inc.2,038$103K0.0%N/A0.003%
2/12/2025 Orion Portfolio Solutions LLC6,462$326K0.0%-5.5%0.011%
2/12/2025 JPMorgan Chase & Co.16,140$815K0.0%-61.2%0.027%
2/11/2025 Syverson Strege & Co40,323$2.04M0.7%+8.7%0.068%
2/11/2025 LPL Financial LLC2,193,609$110.78M0.0%+7.0%3.705%
2/11/2025 Umpqua Bank11,127$561K0.2%-42.0%0.019%
2/11/2025 Lowe Brockenbrough & Co. Inc.120,827$6.10M0.4%+2.4%0.204%
2/11/2025 Symmetry Partners LLC6,044$305K0.0%N/A0.010%
2/11/2025 TAP Consulting LLC1,279,267$64.60M13.2%-7.0%2.161%
2/11/2025 GS Investments Inc.8,465$427K0.2%-2.4%0.014%
2/11/2025 Forbes Financial Planning Inc.164,264$8.30M6.1%+8.9%0.277%
2/10/2025 Thrivent Financial for Lutherans104,632$5.30M0.0%+22.6%0.177%
2/10/2025 Axxcess Wealth Management LLC121,110$6.12M0.1%+38.9%0.205%
2/10/2025 Cassady Schiller Wealth Management LLC76,413$3.86M1.4%-4.8%0.129%
2/10/2025 Clearwater Capital Advisors LLC2,551,764$128.86M12.6%+5.9%4.310%
2/10/2025 Parallel Advisors LLC29,207$1.48M0.0%+10.9%0.049%
2/10/2025 Harbour Investments Inc.6,861$346K0.0%+37.8%0.012%
2/10/2025 Corient Private Wealth LLC344,302$17.39M0.0%-16.3%0.582%
2/10/2025 Phillips Financial Management LLC6,770$342K0.0%-6.1%0.011%
2/10/2025 Commonwealth Equity Services LLC175,112$8.84M0.0%+23.9%0.296%
2/10/2025 Avantax Advisory Services Inc.202,000$10.20M0.1%+14.5%0.341%
2/10/2025 Essential Planning LLC.123,760$6.28M0.0%N/A0.209%
2/7/2025 PFG Advisors21,365$1.08M0.1%-4.7%0.036%
2/7/2025 HighTower Advisors LLC227,284$11.48M0.0%-2.5%0.384%
2/7/2025 GC Wealth Management RIA LLC58,674$2.96M0.5%-0.9%0.099%
2/7/2025 Donaldson Capital Management LLC606,450$30.63M1.2%-3.0%1.024%
2/7/2025 Staley Capital Advisers Inc.122,150$6.17M0.3%-0.3%0.206%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/7/2025 Independent Advisor Alliance5,500$278K0.0%N/A0.009%
2/7/2025 BOK Financial Private Wealth Inc.7,249$366K0.0%N/A0.012%
2/7/2025 PNC Financial Services Group Inc.16,415$829K0.0%+11.8%0.028%
2/6/2025 Raymond James Financial Inc.1,331,095$67.22M0.0%N/A2.248%
2/6/2025 Smithfield Trust Co28,590$1.44M0.1%-10.7%0.048%
2/6/2025 Keybank National Association OH8,710$440K0.0%-8.4%0.015%
2/6/2025 Exencial Wealth Advisors LLC116,674$5.89M0.2%+5.6%0.197%
2/6/2025 Patten Group Inc.50,885$2.57M0.6%+16.1%0.086%
2/6/2025 Steward Partners Investment Advisory LLC33,018$1.67M0.0%-3.3%0.056%
2/6/2025 Unified Investment Management44,048$2.22M2.5%N/A0.074%
(Data available from 1/1/2016 forward)

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NEAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NEAR shares?

During the previous two years, 269 institutional investors and hedge funds held shares of iShares Short Duration Bond Active ETF. The most heavily invested institutionals were Bank of America Corp DE ($168.73M), Bramshill Investments LLC ($162.81M), Clearwater Capital Advisors LLC ($128.86M), LPL Financial LLC ($110.78M), Wells Fargo & Company MN ($98.16M), Raymond James Financial Inc. ($67.22M), and TAP Consulting LLC ($64.60M).Learn more on NEAR's institutional investors.

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

Of the 180 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: Raymond James Financial Inc. ($1.33M), Ameriprise Financial Inc. ($507.86K), Bramshill Investments LLC ($426.29K), Members Advisory Group LLC ($357.25K), Wells Fargo & Company MN ($342.09K), Union Bancaire Privee UBP SA ($326.55K), and LPL Financial LLC ($270.03K).

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

Institutional investors have bought a total of 7,257,521 shares in the last 24 months. This purchase volume represents approximately $366.32M in transactions.

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

Of the 141 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: Rosenberg Matthew Hamilton ($329.79K), Captrust Financial Advisors ($275.92K), Renaissance Technologies LLC ($272.50K), Bank of Montreal Can ($256.58K), Jane Street Group LLC ($255.93K), Citadel Advisors LLC ($173.66K), and Crestone Asset Management LLC ($117.55K).

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

Institutional investors have sold a total of 3,523,619 shares in the last 24 months. This volume of shares sold represents approximately $177.97M in transactions.


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This page (BATS:NEAR) was last updated on 3/26/2025 by MarketBeat.com Staff
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