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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.39 +0.05 (+0.10%)
(As of 12/20/2024 ET)
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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)
72
Total
Institutional Inflows
(last 12 months)
$55.28M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$58.77M
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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
11/25/2024 World Investment Advisors LLC79,648$4.08M0.1%-4.1%0.135%
11/25/2024 Sanctuary Advisors LLC94,364$4.78M0.0%+16.3%0.159%
11/18/2024 Financial Avengers Inc.500$26K0.0%N/A0.001%
11/15/2024 MML Investors Services LLC156,189$8.00M0.0%+0.5%0.264%
11/15/2024 National Bank of Canada FI19,721$1.01M0.0%-10.4%0.033%
11/15/2024 EP Wealth Advisors LLC14,512$744K0.0%-28.9%0.025%
11/15/2024 Jane Street Group LLC63,200$3.24M0.0%-80.2%0.107%
11/15/2024 Stifel Financial Corp127,674$6.54M0.0%-17.1%0.216%
11/15/2024 Ingalls & Snyder LLC4,000$205K0.0%N/A0.007%
11/15/2024 HighTower Advisors LLC233,075$11.94M0.0%+9.4%0.394%
11/15/2024 Benjamin Edwards Inc.7,033$361K0.0%N/A0.012%
11/14/2024 Semmax Financial Advisors Inc.147,203$7.44M2.0%-4.1%0.249%
11/14/2024 Valley Financial Group Inc.11,390$584K0.4%-2.8%0.019%
11/14/2024 Flow Traders U.S. LLC20,661$1.06M0.1%+63.1%0.035%
11/14/2024 Captrust Financial Advisors458,490$23.49M0.1%-11.1%0.774%
11/14/2024 RPg Family Wealth Advisory LLC4,401$226K0.1%-94.8%0.007%
11/14/2024 CreativeOne Wealth LLC22,733$1.17M0.0%N/A0.038%
11/13/2024 Townsquare Capital LLC9,870$506K0.0%-4.4%0.017%
11/13/2024 BNP Paribas Financial Markets15,816$810K0.0%-82.7%0.027%
11/13/2024 Shum Financial Group Inc.11,472$580K0.5%N/A0.019%
11/13/2024 D.A. Davidson & CO.10,760$551K0.0%+2.7%0.018%
11/13/2024 Patton Albertson Miller Group LLC3,978$204K0.0%-8.9%0.007%
11/13/2024 Bank of Montreal Can485,560$24.90M0.0%+33.7%0.820%
11/13/2024 Private Trust Co. NA4,879$250K0.0%+9.3%0.008%
11/13/2024 Hancock Whitney Corp20,247$1.04M0.0%N/A0.034%
11/12/2024 Wescott Financial Advisory Group LLC38,639$1.98M0.2%+13.5%0.065%
11/12/2024 Kingsview Wealth Management LLC27,066$1.39M0.0%-3.8%0.046%
11/12/2024 Planning Alternatives Ltd. ADV24,868$1.27M0.2%-48.7%0.042%
11/12/2024 Citigroup Inc.72,104$3.70M0.0%-8.6%0.122%
11/12/2024 Smithfield 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%
11/9/2024 LPL Financial LLC2,050,644$105.08M0.0%+6.6%3.464%
11/8/2024 Stonebridge 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%
11/8/2024 Spectrum Planning & Advisory Services Inc.8,663$444K0.4%+26.9%0.015%
11/8/2024 Guardian Wealth Advisors LLC60,458$3.10M1.9%+1.7%0.102%
11/8/2024 Prospera Financial Services Inc14,332$734K0.0%+31.8%0.024%
11/7/2024 Pathstone Holdings LLC96,729$4.96M0.0%-24.2%0.163%
11/7/2024 Thrivent Financial for Lutherans85,352$4.37M0.0%+23.0%0.144%
11/6/2024 Cassady Schiller Wealth Management LLC80,272$4.11M1.5%-16.6%0.136%
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11/6/2024 OneDigital Investment Advisors LLC146,318$7.50M0.1%-30.2%0.247%
11/6/2024 Alexander Randolph Advisory Inc.272,341$13.96M12.4%+12.8%0.460%
11/6/2024 Kovack Advisors Inc.15,125$775K0.1%-44.3%0.026%
11/6/2024 Oppenheimer & Co. Inc.89,003$4.56M0.1%-15.9%0.150%
11/5/2024 Aptus Capital Advisors LLC578$30K0.0%N/A0.001%
11/5/2024 First Heartland Consultants Inc.27,588$1.41M0.2%+15.5%0.047%
11/5/2024 WealthPlan Investment Management LLC33,072$1.70M0.2%N/A0.056%
11/5/2024 Harbour Investments Inc.4,979$255K0.0%-8.1%0.008%
11/4/2024 Catalytic Wealth RIA LLC59,214$3.03M0.5%+13.8%0.100%
11/4/2024 Axxcess Wealth Management LLC87,170$4.47M0.1%N/A0.147%
11/4/2024 Sigma Planning Corp56,705$2.91M0.1%+26.0%0.096%
11/1/2024 Objective Capital Management LLC9,201$471K0.3%N/A0.016%
11/1/2024 Leavell Investment Management Inc.6,915$354K0.0%N/A0.012%
11/1/2024 Physician Wealth Solutions Inc.7,889$401K0.2%+57.6%0.013%
10/31/2024 Montecito Bank & Trust117,193$6.01M1.0%-8.8%0.198%
10/31/2024 LGT Financial Advisors LLC2,077$106K0.3%-41.5%0.004%
10/31/2024 Spinnaker Trust40,158$2.06M0.1%+15.4%0.068%
10/31/2024 Concurrent Investment Advisors LLC12,383$634K0.0%-5.1%0.021%
10/30/2024 Umpqua Bank19,179$983K0.4%-37.1%0.032%
10/29/2024 Donaldson 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%
10/29/2024 Forbes Financial Planning Inc.150,829$7.73M5.6%+9.7%0.255%
10/29/2024 Realta Investment Advisors49,508$2.52M1.2%+5.0%0.084%
10/29/2024 Luken Investment Analytics LLC8,459$433K0.2%+30.6%0.014%
10/29/2024 Chicago Partners Investment Group LLC13,281$675K0.0%-4.5%0.022%
10/28/2024 Lowe Brockenbrough & Co. Inc.117,985$6.05M0.4%-2.4%0.199%
10/28/2024 Gladstone Institutional Advisory LLC113,667$5.82M0.3%-9.2%0.192%
10/28/2024 Jacobson & Schmitt Advisors LLC88,036$4.51M0.9%+3.6%0.149%
10/28/2024 Summit Wealth Partners LLC9,235$473K0.1%-12.4%0.016%
10/28/2024 Rosenberg Matthew Hamilton18,433$945K0.2%+6.8%0.031%
10/28/2024 Nikulski Financial Inc.4,120$211K0.1%-88.6%0.007%
10/25/2024 Financial Advocates Investment Management51,755$2.65M0.1%-1.1%0.087%
10/25/2024 Pinnacle Associates Ltd.107,762$5.44M0.1%-10.7%0.182%
10/25/2024 Capstone Triton Financial Group LLC3,966$203K0.1%N/A0.007%
10/25/2024 Mutual Advisors LLC77,181$3.92M0.1%+10.7%0.130%
10/25/2024 Aletheian Wealth Advisors LLC20,320$1.04M0.6%+3.1%0.034%
10/25/2024 Davidson Capital Management Inc.7,157$367K0.1%-28.6%0.012%
10/25/2024 Integrated Advisors Network LLC26,408$1.35M0.1%-10.2%0.045%
10/24/2024 Astor Investment Management LLC21,698$1.11M0.5%-5.0%0.037%
10/24/2024 Valley National Advisers Inc.103,552$5.30M1.0%-35.8%0.175%
10/24/2024 Capital Advisors Ltd. LLC24,205$1.24M0.2%-3.1%0.041%
10/24/2024 Wealth Enhancement Advisory Services LLC45,377$2.33M0.0%+3.0%0.077%
10/23/2024 Osborne Partners Capital Management LLC23,400$1.20M0.1%-2.9%0.040%
10/23/2024 Financial Management Network Inc.123,299$6.27M1.3%-6.8%0.208%
10/23/2024 Cross Staff Investments Inc11,406$584K0.5%-11.4%0.019%
10/23/2024 Dakota Wealth Management13,807$707K0.0%-8.1%0.023%
10/23/2024 Values First Advisors Inc.54,699$2.80M1.5%+2.8%0.092%
10/23/2024 Klaas Financial Asset Advisors LLC172,889$8.86M1.5%+2.0%0.292%
10/23/2024 American Institute for Advanced Investment Management LLP15,340$786K0.6%-18.1%0.026%
10/22/2024 International Assets Investment Management LLC25,211$1.29M0.0%+7,778.4%0.043%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
10/22/2024 Guidance Capital Inc.31,959$1.63M0.5%-5.2%0.054%
10/22/2024 Syntegra Private Wealth Group LLC13,534$693K0.1%-7.6%0.023%
10/22/2024 Private Advisor Group LLC37,578$1.93M0.0%-1.7%0.063%
10/19/2024Werba Rubin Papier Wealth Management13,522$693K0.2%+18.6%0.023%
10/19/2024Proathlete Wealth Management LLC124,255$6.37M2.6%+11.5%0.210%
10/18/2024KFA Private Wealth Group LLC9,608$492K0.2%-12.3%0.016%
10/16/2024 Marshall Financial Group LLC5,443$279K0.1%N/A0.009%
10/16/2024 Rockwood Wealth Management LLC4,970$255K0.0%N/A0.008%
10/16/2024 Brady Family Wealth LLC69,540$3.56M1.1%+4.2%0.117%
10/15/2024 Oxinas Partners Wealth Management LLC11,465$587K0.4%+36.0%0.019%
(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, 172 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 104 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), Bramshill Investments LLC ($167.48K), Boulder Wealth Advisors LLC ($167.27K), LPL Financial LLC ($127.07K), Bank of Montreal Can ($122.31K), Integrated Investment Consultants LLC ($99.13K), 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 2,335,008 shares in the last 24 months. This purchase volume represents approximately $117.38M in transactions.

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

Of the 97 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), Montecito Bank & Trust ($168.05K), 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 3,120,406 shares in the last 24 months. This volume of shares sold represents approximately $156.27M in transactions.


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This page (BATS:NEAR) was last updated on 12/22/2024 by MarketBeat.com Staff
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