Free Trial

BlackRock Short Duration Bond ETF (NEAR) Institutional Ownership

→ How Biden has already won 2024 (From Porter & Company) (Ad)
Free NEAR Stock Alerts
$50.20
-0.06 (-0.12%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for BlackRock Short Duration Bond ETF (BATS:NEAR)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$31.63M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$43.77M
Get NEAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Short Duration Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NEAR Institutional Buying and Selling by Quarter

BlackRock Short Duration Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Industrial Alliance Investment Management Inc.14,482$731K0.3%-26.6%0.024%
5/16/2024 Captrust Financial Advisors812,582$41.00M0.1%-16.3%1.373%
5/14/2024 InterOcean Capital Group LLC254,965$12.87M0.3%+4.3%0.430%
5/6/2024 Staley Capital Advisers Inc.116,650$5.89M0.3%+4.9%0.197%
5/2/2024 Cross Staff Investments Inc12,832$648K0.5%-7.0%0.022%
5/1/2024 Janney Montgomery Scott LLC19,135$966K0.0%N/A0.032%
5/1/2024 BNP Paribas Financial Markets15,493$782K0.0%-24.9%0.026%
4/25/2024 Klaas Financial Asset Advisors LLC156,730$7.91M1.6%+2.2%0.263%
4/24/2024 SOL Capital Management CO9,025$455K0.1%-10.0%0.015%
4/19/2024 Westside Investment Management Inc.28,900$1.46M0.3%+27.9%0.048%
4/16/2024 Indiana Trust & Investment Management CO1,584$80K0.0%-29.1%0.003%
4/15/2024 DGS Capital Management LLC4,883$246K0.1%+7.2%0.008%
4/9/2024 Montecito Bank & Trust129,101$6.51M1.3%-1.7%0.179%
4/5/2024 NBC Securities Inc.5,067$255K0.0%-19.2%0.007%
2/20/2024Able Wealth Management LLC977$49K0.0%N/A0.001%
2/14/2024 Vermillion & White Wealth Management Group LLC1,421$72K0.1%N/A0.002%
2/12/2024 Staley Capital Advisers Inc.111,150$5.62M0.3%+17.2%0.154%
2/12/2024 Parallel Advisors LLC26,932$1.36M0.0%+18.5%0.037%
2/9/2024 Cassady Schiller Wealth Management LLC127,350$6.43M3.2%+51.2%0.176%
2/9/2024 Tidemark LLC917$46K0.0%N/A0.001%
2/9/2024 InterOcean Capital Group LLC244,387$12.35M0.3%-4.6%0.338%
2/8/2024 Laffer Tengler Investments Inc.11,761$594K0.2%+25.0%0.016%
2/7/2024 One Capital Management LLC4,590$232K0.0%-7.6%0.006%
2/7/2024 NBC Securities Inc.6,274$316K0.0%-10.0%0.009%
2/7/2024 Cary Street Partners Investment Advisory LLC25,891$1.31M0.1%-7.6%0.036%
2/7/2024 BNP Paribas Financial Markets20,636$1.04M0.0%+66.1%0.029%
2/7/2024 Pinnacle Wealth Management Advisory Group LLC59,888$3.03M0.4%+18.7%0.083%
2/6/2024Rollins Financial87,556$4.42M0.9%+15.5%0.121%
2/5/2024 Cary Street Partners Investment Advisory LLC38,357$1.92M0.6%+36.9%0.053%
2/5/2024 White Pine Capital LLC18,829$951K0.4%-30.7%0.026%
2/2/2024Spinnaker Trust29,830$1.51M0.1%-19.4%0.041%
1/25/2024 SOL Capital Management CO10,025$506K0.1%-3.8%0.014%
1/24/2024 Private Trust Co. NA2,380$120K0.0%-12.9%0.003%
1/23/2024 Indiana Trust & Investment Management CO2,234$113K0.1%-22.5%0.003%
1/23/2024 Integrated Investment Consultants LLC7,149$361K0.1%N/A0.010%
1/16/2024 Rosenberg Matthew Hamilton32,235$1.63M0.5%-6.9%0.045%
1/12/2024 Westside Investment Management Inc.22,600$1.14M0.3%-13.7%0.031%
1/11/2024First Citizens Financial Corp21,914$1.11M0.7%+8.5%0.030%
1/10/2024 Sugarloaf Wealth Management LLC19,486$984K0.2%-20.7%0.027%
1/5/2024 Montecito Bank & Trust131,372$6.64M1.4%-0.7%0.182%
A letter is coming from the "Bureau of the Fiscal Service". (Ad)

Is your bank next? A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast.

See if your bank is involved right here.
11/16/2023 Westside Investment Management Inc.26,200$1.31M0.4%-21.0%0.036%
11/15/2023 Industrial Alliance Investment Management Inc.18,349$915K0.5%+130.0%0.025%
11/14/2023 Staley Capital Advisers Inc.94,850$4.73M0.3%-40.3%0.131%
11/13/2023 Cary Street Partners Investment Advisory LLC28,022$1.40M0.1%+4.6%0.039%
11/13/2023 Bramshill Investments LLC2,062,389$102.89M12.0%-0.8%2.856%
11/9/2023Rollins Financial75,820$3.78M0.9%+61.8%0.105%
11/9/2023 One Capital Management LLC4,970$248K0.0%+22.1%0.007%
11/8/2023Spinnaker Trust37,000$1.85M0.1%-39.4%0.051%
11/7/2023 Financial Sense Advisors Inc.4,120$206K0.1%N/A0.006%
11/6/2023 Sigma Planning Corp21,232$1.06M0.0%+5.9%0.029%
11/6/2023 Smithfield Trust Co102,027$5.09M0.3%-2.1%0.141%
11/6/2023 Ifrah Financial Services Inc.171,649$8.56M2.7%+1.4%0.238%
11/6/2023 NTV Asset Management LLC9,670$482K0.1%-2.5%0.013%
11/4/2023 NBC Securities Inc.6,973$347K0.0%N/A0.010%
10/25/2023 Pinnacle Wealth Management Advisory Group LLC50,433$2.52M0.3%+6.6%0.070%
10/24/2023 Bank of New York Mellon Corp13,367$667K0.0%+36.3%0.019%
10/19/2023 SOL Capital Management CO10,425$520K0.1%-6.1%0.014%
10/18/2023 Private Trust Co. NA2,731$136K0.0%-18.5%0.004%
10/16/2023 Montecito Bank & Trust132,349$6.60M1.5%-1.6%0.183%
10/13/2023First Citizens Financial Corp20,189$1.01M0.7%N/A0.028%
10/11/2023 Rosenberg Matthew Hamilton34,623$1.73M0.6%-90.0%0.048%
10/10/2023 Indiana Trust & Investment Management CO2,884$144K0.1%N/A0.004%
9/21/2023Baystate Wealth Management LLC47,322$2.35M0.2%+4,732,100.0%0.066%
8/15/2023 Industrial Alliance Investment Management Inc.7,978$397K0.2%-89.0%0.011%
8/10/2023 Bessemer Group Inc.10,100$502K0.0%-81.3%0.014%
8/10/2023 Cary Street Partners Asset Management LLC5,123$255K0.0%-13.6%0.007%
8/10/2023 Cary Street Partners Investment Advisory LLC26,779$1.33M0.1%-5.3%0.037%
8/9/2023 BNP Paribas Arbitrage SNC25,381$1.26M0.0%N/A0.035%
8/9/2023 Flow Traders U.S. LLC78,678$3.91M0.2%+1,080.3%0.109%
8/8/2023Rollins Financial46,855$2.33M0.6%+103.2%0.065%
8/3/2023 Atria Wealth Solutions Inc.28,258$1.41M0.0%-51.9%0.039%
8/3/2023 Larson Financial Group LLC8,839$439K0.0%+3.7%0.012%
8/3/2023 Crestone Asset Management LLC270,037$13.43M3.0%-7.5%0.374%
8/3/2023 Dynamic Advisor Solutions LLC72,073$3.58M0.2%+1,214.2%0.100%
8/3/2023 CWM LLC47,780$2.38M0.0%-7.0%0.066%
8/2/2023Baystate Wealth Management LLC47,322$2.35M0.3%+4,732,100.0%0.066%
8/1/2023 Cross Staff Investments Inc13,596$676K0.6%+62.1%0.019%
8/1/2023Spinnaker Trust61,040$3.04M0.2%-26.7%0.085%
7/31/2023 WealthPLAN Partners LLC37,148$1.85M0.3%-11.4%0.051%
7/31/2023NEIRG Wealth Management LLC17,561$873K0.2%+1.8%0.024%
7/28/2023 Private Trust Co. NA3,352$167K0.0%+510.6%0.004%
7/27/2023 Next Capital Management LLC8,975$446K0.2%+29.0%0.012%
7/27/2023 Horan Securities Inc.1,015$50K0.0%N/A0.001%
7/26/2023 Janney Montgomery Scott LLC4,917$244K0.0%-31.3%0.006%
7/25/2023 Montecito Bank & Trust134,490$6.69M1.5%-4.0%0.177%
7/14/2023 Westside Investment Management Inc.33,150$1.65M0.5%N/A0.044%
7/13/2023 Sugarloaf Wealth Management LLC24,563$1.22M0.3%+49.0%0.032%
7/11/2023 Castle Rock Wealth Management LLC43,966$2.18M0.7%+184.2%0.058%
7/10/2023 Kwmg LLC231,276$11.50M1.4%+9.7%0.305%
7/10/2023 Ameliora Wealth Management Ltd.133,300$6.63M4.1%-3.5%0.176%
The Overlooked Retirement Asset You Probably Don’t Own (Ad)

4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.

Click here to access the Crypto Retirement Blueprint now.
7/10/2023 AE Wealth Management LLC23,913$1.19M0.0%-38.3%0.032%
7/10/2023 Outlook Wealth Advisors LLC101,811$5.06M1.9%-5.1%0.134%
5/15/2023 Washington Trust Bank29,275$1.45M0.2%-31.6%0.037%
5/12/2023 Cassady Schiller Wealth Management LLC65,325$3.24M1.5%+86.7%0.082%
5/12/2023 NewEdge Advisors LLC138,586$6.87M0.1%+49.1%0.173%
5/11/2023 Bramshill Investments LLC2,086,850$103.51M12.4%+8.7%2.604%
5/11/2023 Somerset Group LLC8,152$404K0.4%-5.8%0.010%
5/11/2023 Industrial Alliance Investment Management Inc.72,561$3.60M0.1%+62.8%0.091%
5/10/2023 Staley Capital Advisers Inc.161,150$7.99M0.4%-3.0%0.201%
5/9/2023 Laffer Tengler Investments11,465$569K0.2%-20.8%0.014%
(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, 108 institutional investors and hedge funds held shares of BlackRock Short Duration Bond ETF. The most heavily invested institutionals were Bramshill Investments LLC ($102.89M), Wells Fargo & Company MN ($82.39M), Trustcore Financial Services LLC ($65.28M), Royal Bank of Canada ($45.35M), Captrust Financial Advisors ($41.00M), Kore Private Wealth LLC ($26.16M), and Columbia Trust Co 01012016 ($24.75M).Learn more on NEAR's institutional investors.

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

Of the 70 institutional investors that purchased BlackRock Short Duration Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: InterOcean Capital Group LLC ($487.45K), Aaron Wealth Advisors LLC ($212.55K), Flow Traders U.S. LLC ($189.26K), Bramshill Investments LLC ($167.48K), Boulder Wealth Advisors LLC ($167.27K), Royal Bank of Canada ($138.54K), and EverSource Wealth Advisors LLC ($111.16K).

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

Institutional investors have bought a total of 2,582,577 shares in the last 24 months. This purchase volume represents approximately $127.77M in transactions.

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

Of the 66 institutional investors that sold BlackRock Short Duration Bond 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 ($315.63K), Montecito Bank & Trust ($262.38K), Captrust Financial Advisors ($158.28K), Spinnaker Trust ($128.68K), and Navis Wealth Advisors LLC ($121.02K).

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

Institutional investors have sold a total of 2,933,477 shares in the last 24 months. This volume of shares sold represents approximately $145.21M in transactions.


Related Companies:
This page (BATS:NEAR) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Next President (Not Trump. Not Biden.)
The Freeport Society
Urgent Nvidia Warning
Altimetry
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Most important medical advance in 100 years
The Oxford Club
41 banks launch ‘crypto dollar’
Stansberry Research
Dems have chosen Biden replacement?
Paradigm Press