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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.62 +0.21 (+0.41%)
As of 11:34 AM 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)
164
Total
Institutional Inflows
(last 12 months)
$322.19M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$138.57M
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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
4/16/2025Union Bancaire Privee UBP SA325,577$16.56M0.4%-0.3%0.513%
4/15/2025Focus Financial Network Inc.9,582$487K0.0%N/A0.015%
4/15/2025Donaldson Capital Management LLC572,960$29.15M1.1%-5.5%0.902%
4/15/2025Integrated Advisors Network LLC29,108$1.48M0.1%+11.7%0.046%
4/15/2025Parsons Capital Management Inc. RI6,369$324K0.0%-4.8%0.010%
4/15/2025Wealthcare Advisory Partners LLC6,156$313K0.0%+10.4%0.010%
4/14/2025 Courier Capital LLC10,627$541K0.0%-2.1%0.017%
4/14/2025 Flagship Private Wealth LLC4,429$225K0.1%N/A0.007%
4/14/2025 KMG Fiduciary Partners LLC10,849$552K0.0%N/A0.017%
4/14/2025 Charter Oak Capital Management LLC6,135$312K0.0%-3.6%0.010%
4/11/2025 Sovereign Financial Group Inc.64,936$3.30M0.8%+7.8%0.102%
4/11/2025 Arkfeld Wealth Strategies L.L.C.51,320$2.60M1.1%-3.1%0.081%
4/11/2025 Oxinas Partners Wealth Management LLC11,515$586K0.3%+2.8%0.018%
4/10/2025 Beacon Financial Group15,392$783K0.1%-4.6%0.024%
4/9/2025 Kwmg LLC267,086$13.59M1.4%-2.2%0.421%
4/9/2025 Merit Financial Group LLC10,043$511K0.0%N/A0.016%
4/9/2025 LVW Advisors LLC53,909$2.74M0.3%+6.6%0.085%
4/9/2025 Castle Rock Wealth Management LLC41,044$2.08M0.6%-7.8%0.065%
4/8/2025 Aletheian Wealth Advisors LLC21,537$1.10M0.6%+5.1%0.034%
4/8/2025 Waycross Investment Management Co6,794$346K0.4%-6.9%0.011%
4/8/2025 Private Client Services LLC6,868$349K0.2%+8.0%0.011%
4/8/2025 Parallel Advisors LLC9,799$498K0.0%-66.4%0.015%
4/7/2025 GAMMA Investing LLC1,577$80K0.0%N/A0.002%
4/7/2025 AdvisorNet Financial Inc1,437$73K0.0%-17.3%0.002%
4/3/2025 First Citizens Financial Corp34,961$1.78M1.0%-43.8%0.055%
3/18/2025Objective Capital Management LLC4,146$209K0.1%-54.9%0.007%
3/17/2025Wealth 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%
2/25/2025Armis Advisers LLC9,740$492K0.1%N/A0.016%
2/25/2025Shufro Rose & Co. LLC27,739$1.40M0.1%-78.0%0.045%
2/25/2025Integrated Advisors Network LLC26,050$1.32M0.1%-1.4%0.043%
2/20/2025Michels Family Financial LLC25,531$1.29M1.2%N/A0.042%
2/18/2025Stonebridge Financial Planning Group LLC11,994$606K0.3%-15.5%0.020%
2/18/2025Novem Group13,444$679K0.1%N/A0.023%
2/18/2025First Heartland Consultants Inc.5,113$258K0.0%-81.5%0.009%
2/17/2025Waverly Advisors LLC107,193$5.41M0.1%-2.4%0.181%
2/17/2025Royal Bank of Canada430,193$21.73M0.0%-8.6%0.727%
2/17/2025KKM Financial LLC57,516$2.91M1.2%N/A0.097%
2/17/2025Gotham Asset Management LLC4,021$203K0.0%N/A0.007%
2/17/2025Focus Partners Wealth240,867$12.16M0.0%-0.3%0.407%
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2/17/2025Clark Capital Management Group Inc.165,639$8.37M0.1%N/A0.280%
2/17/2025EP Wealth Advisors LLC8,703$440K0.0%-40.0%0.015%
2/17/2025Cetera Investment Advisers499,410$25.22M0.1%+11.3%0.844%
2/17/2025Bramshill Investments LLC3,223,956$162.81M25.6%+8.7%5.446%
2/17/2025Citadel Advisors LLC8,289$419K0.0%-95.4%0.014%
2/17/2025Captrust Financial Advisors398,201$20.11M0.1%-13.1%0.673%
2/17/2025Cary Street Partners Financial LLC32,760$1.65M0.1%N/A0.055%
2/17/2025Baird Financial Group Inc.45,935$2.32M0.0%+1.5%0.078%
2/17/2025Bank of America Corp DE3,341,185$168.73M0.0%-1.1%5.644%
2/17/2025Benjamin Edwards Inc.5,288$267K0.0%-24.8%0.009%
2/17/2025BNP Paribas Financial Markets24,992$1.26M0.0%+58.0%0.042%
2/17/2025Ameriprise Financial Inc.534,235$26.98M0.0%+1,925.5%0.902%
2/17/2025Ancora Advisors LLC15,652$790K0.0%-5.4%0.026%
2/17/2025Apex Wealth Management LLC93,541$4.72M4.1%N/A0.158%
2/14/2025Mercer Global Advisors Inc. ADV7,745$391K0.0%-39.6%0.013%
2/14/2025LGT Financial Advisors LLC747$38K0.1%-64.0%0.001%
2/14/2025Jane Street Group LLC93,985$4.75M0.0%+48.7%0.159%
2/14/2025Comerica Bank22,303$1.13M0.0%+214.3%0.038%
2/14/2025Bellwether Advisors LLC3,036$153K0.0%N/A0.005%
2/14/2025Gerber Kawasaki Wealth & Investment Management4,546$230K0.0%+4.8%0.008%
2/14/2025Capital Analysts LLC13,532$683K0.0%+15,634.9%0.023%
2/14/2025Core Wealth Advisors Inc.16,733$845K0.3%+13.4%0.028%
2/14/2025Keyvantage Wealth LLC57,095$2.88M2.1%N/A0.096%
2/14/2025Integrated Wealth Concepts LLC5,875$297K0.0%+23.0%0.010%
2/14/2025Steel Grove Capital Advisors LLC27,957$1.41M0.2%-16.8%0.047%
2/14/2025Susquehanna International Group LLP30,420$1.54M0.0%+192.2%0.051%
2/14/2025Stifel Financial Corp181,742$9.18M0.0%+42.3%0.307%
2/14/2025OneDigital Investment Advisors LLC150,298$7.59M0.1%+2.7%0.254%
2/14/2025MML Investors Services LLC153,855$7.77M0.0%-1.5%0.260%
2/14/2025GeoWealth Management LLC59,420$3.00M0.1%-58.7%0.100%
2/13/2025NewEdge Advisors LLC160,665$8.11M0.0%+20.1%0.271%
2/13/2025United Capital Financial Advisors LLC24,235$1.22M0.0%-3.2%0.041%
2/13/2025Belpointe Asset Management LLC58,499$2.99M0.2%-1.7%0.099%
2/13/2025Mariner LLC50,979$2.57M0.0%-18.7%0.086%
2/13/2025Townsquare Capital LLC11,574$584K0.0%+17.3%0.020%
2/13/2025Rockefeller 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%
2/13/2025Bessemer Group Inc.1,767$89K0.0%N/A0.003%
2/13/2025Renaissance Technologies LLC525,800$26.55M0.0%-34.1%0.888%
2/13/2025Rollins Financial Advisors LLC79,670$4.02M0.6%+9.8%0.135%
2/13/2025Bank of Montreal Can228,979$11.56M0.0%-52.8%0.387%
2/13/2025Cerity Partners LLC11,200$566K0.0%-2.7%0.019%
2/13/2025Hurley Capital LLC659$33K0.0%N/A0.001%
2/13/2025Envestnet Asset Management Inc.455,064$22.98M0.0%+15.8%0.769%
2/13/2025Wells Fargo & Company MN1,943,763$98.16M0.0%+21.4%3.283%
2/12/2025Wescott Financial Advisory Group LLC44,892$2.27M0.2%+16.2%0.076%
2/12/2025World Investment Advisors12,686$641K0.0%-84.1%0.021%
2/12/2025National Bank of Canada FI20,930$1.06M0.0%+6.1%0.035%
2/12/2025Physician Wealth Advisors Inc.2,038$103K0.0%N/A0.003%
2/12/2025Orion Portfolio Solutions LLC6,462$326K0.0%-5.5%0.011%
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The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we believe are in immediate danger.

There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K,
2/12/2025JPMorgan Chase & Co.16,140$815K0.0%-61.2%0.027%
2/11/2025Syverson Strege & Co40,323$2.04M0.7%+8.7%0.068%
2/11/2025LPL Financial LLC2,193,609$110.78M0.0%+7.0%3.705%
2/11/2025Umpqua Bank11,127$561K0.2%-42.0%0.019%
2/11/2025Lowe Brockenbrough & Co. Inc.120,827$6.10M0.4%+2.4%0.204%
2/11/2025Symmetry Partners LLC6,044$305K0.0%N/A0.010%
2/11/2025TAP Consulting LLC1,279,267$64.60M13.2%-7.0%2.161%
2/11/2025GS Investments Inc.8,465$427K0.2%-2.4%0.014%
2/11/2025Forbes Financial Planning Inc.164,264$8.30M6.1%+8.9%0.277%
2/10/2025Thrivent Financial for Lutherans104,632$5.30M0.0%+22.6%0.177%
(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, 278 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 187 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 7,307,552 shares in the last 24 months. This purchase volume represents approximately $368.87M in transactions.

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

Of the 147 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 3,606,046 shares in the last 24 months. This volume of shares sold represents approximately $182.18M in transactions.


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This page (BATS:NEAR) was last updated on 4/16/2025 by MarketBeat.com Staff
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