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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$51.06 +0.66 (+1.30%)
As of 04/30/2025 11:54 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)
180
Total
Institutional Inflows
(last 12 months)
$387.50M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$141.28M
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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
4/30/2025Leavell Investment Management Inc.18,615$947K0.0%+2.8%0.029%
4/30/2025Axxcess Wealth Management LLC141,383$7.19M0.2%+16.7%0.223%
4/29/2025 Apex Wealth Management LLC130,793$6.65M6.0%+39.8%0.206%
4/29/2025 Envestnet Asset Management Inc.619,499$31.51M0.0%+36.1%0.976%
4/29/2025 Ifrah Financial Services Inc.194,495$9.89M2.8%+3.3%0.306%
4/29/2025 Concurrent Investment Advisors LLC13,774$701K0.0%+18.8%0.022%
4/29/2025 DT Investment Partners LLC358,372$18.23M1.8%N/A0.564%
4/29/2025 Bank of New York Mellon Corp11,084$564K0.0%+11.2%0.017%
4/29/2025 World Investment Advisors14,163$720K0.0%+11.6%0.022%
4/29/2025 Columbia River Financial Group LLC508$25K0.0%N/A0.001%
4/29/2025 New Capital Management LP5,865$298K0.1%+4.8%0.009%
4/29/2025 Brookstone Capital Management54,561$2.78M0.0%-11.0%0.086%
4/29/2025 OneDigital Investment Advisors LLC157,226$8.00M0.1%+4.6%0.248%
4/28/2025 North Capital Inc.7,543$384K0.4%N/A0.012%
4/28/2025 D.A. Davidson & CO.5,130$261K0.0%-11.7%0.008%
4/28/2025 Rosenberg Matthew Hamilton18,019$917K0.2%-1.5%0.028%
4/28/2025 MBM Wealth Consultants LLC231,482$11.78M3.5%+7.0%0.365%
4/28/2025 Mutual Advisors LLC49,634$2.53M0.1%-33.0%0.078%
4/28/2025 Novem Group13,007$662K0.1%-3.3%0.020%
4/28/2025 Physician Wealth Advisors Inc.1,339$68K0.0%-34.3%0.002%
4/25/2025 Unified Investment Management41,878$2.13M2.5%-4.9%0.066%
4/25/2025 New Millennium Group LLC463,195$23.56M15.5%N/A0.729%
4/25/2025 Koshinski Asset Management Inc.11,696$595K0.1%-2.7%0.018%
4/25/2025 Spinnaker Trust41,623$2.12M0.1%-8.1%0.066%
4/25/2025 Westside Investment Management Inc.31,650$1.61M0.3%-2.5%0.050%
4/25/2025 Valley National Advisers Inc.142,044$7.22M1.3%+16.8%0.224%
4/25/2025 Socha Financial Group LLC30,057$1.53M0.7%+62.6%0.047%
4/25/2025 Avidian Wealth Enterprises LLC7,312$372K0.0%+8.2%0.012%
4/25/2025 Stonebridge Financial Group LLC7,031$358K0.0%-13.8%0.011%
4/24/2025 Klaas Financial Asset Advisors LLC179,857$9.15M1.6%+1.5%0.283%
4/24/2025 Canal Insurance CO100,000$5.09M1.2%+28.2%0.157%
4/23/2025 Win Advisors Inc.17,584$895K0.5%N/A0.028%
4/23/2025 Embree Financial Group20,683$1.05M0.2%N/A0.033%
4/23/2025 Oppenheimer & Co. Inc.124,557$6.34M0.1%+24.1%0.196%
4/22/2025 Joel Adams & Associates Inc.24,767$1.26M1.1%+53.3%0.039%
4/22/2025 Live Oak Private Wealth LLC20,180$1.03M0.2%-4.3%0.032%
4/22/2025 LVZ Inc.20,313$1.03M0.1%+3.2%0.032%
4/22/2025 Shum Financial Group Inc.6,891$351K0.3%+11.3%0.011%
4/22/2025 Spectrum Planning & Advisory Services Inc.10,441$531K0.4%-4.7%0.016%
4/21/2025 Brady Family Wealth LLC84,214$4.28M1.4%+2.0%0.133%
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4/21/2025 Proathlete Wealth Management LLC149,778$7.62M2.8%+2.0%0.236%
4/21/2025 ORG Partners LLC10,565$536K0.1%N/A0.017%
4/21/2025 Luken Investment Analytics LLC7,350$374K0.2%+79.6%0.012%
4/21/2025 Davidson Capital Management Inc.887$45K0.0%-87.6%0.001%
4/21/2025 Steel Grove Capital Advisors LLC30,153$1.53M0.2%+7.9%0.047%
4/18/2025 Clayton Financial Group LLC80,333$4.09M1.5%+5.9%0.127%
4/18/2025 San Luis Wealth Advisors LLC114,412$5.82M1.2%+31.1%0.180%
4/17/2025 Inscription Capital LLC5,800$293K0.0%N/A0.009%
4/17/2025 Sowell Financial Services LLC8,043$409K0.0%N/A0.013%
4/17/2025 Montecito Bank & Trust121,234$6.17M1.1%+5.1%0.191%
4/17/2025 Janney Montgomery Scott LLC14,838$755K0.0%+29.6%0.023%
4/17/2025 Pflug Koory LLC9,548$486K0.3%+26.8%0.015%
4/17/2025 Stanich Group LLC10,781$548K0.4%-2.1%0.017%
4/17/2025 American Institute for Advanced Investment Management LLP16,400$834K0.6%+7.9%0.026%
4/16/2025 Wealth Enhancement Advisory Services LLC214,609$10.92M0.0%-2.2%0.338%
4/16/2025 Marshall Financial Group LLC4,822$245K0.1%-12.4%0.008%
4/16/2025 Union Bancaire Privee UBP SA325,577$16.56M0.4%-0.3%0.513%
4/15/2025 Focus Financial Network Inc.9,582$487K0.0%N/A0.015%
4/15/2025 Donaldson Capital Management LLC572,960$29.15M1.1%-5.5%0.902%
4/15/2025 Integrated Advisors Network LLC29,108$1.48M0.1%+11.7%0.046%
4/15/2025 Parsons Capital Management Inc. RI6,369$324K0.0%-4.8%0.010%
4/15/2025 Wealthcare 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%
3/17/2025 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%
2/25/2025Armis Advisers LLC9,740$492K0.1%N/A0.016%
2/25/2025Shufro Rose & Co. LLC27,739$1.40M0.1%-78.0%0.045%
2/25/2025 Integrated 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%
2/18/2025 Novem Group13,444$679K0.1%N/A0.023%
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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%
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%
(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, 290 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 203 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), New Millennium Group LLC ($463.20K), Bramshill Investments LLC ($426.29K), DT Investment Partners LLC ($358.37K), Members Advisory Group LLC ($357.25K), and Wells Fargo & Company MN ($342.09K).

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

Institutional investors have bought a total of 8,577,465 shares in the last 24 months. This purchase volume represents approximately $433.50M in transactions.

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

Of the 157 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 ($330.07K), 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 3,649,210 shares in the last 24 months. This volume of shares sold represents approximately $184.39M in transactions.


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This page (BATS:NEAR) was last updated on 5/1/2025 by MarketBeat.com Staff
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