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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$51.18 +0.77 (+1.52%)
Closing price 03:58 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)
256
Total
Institutional Inflows
(last 12 months)
$634.51M
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$258.37M
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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
8/19/2025 Newbridge Financial Services Group Inc.3,754$192K0.0%N/A0.006%
8/19/2025 Advisory Services Network LLC7,653$391K0.0%N/A0.012%
8/15/2025 Tower Research Capital LLC TRC 1,495$76K0.0%N/A0.002%
8/15/2025 Brooks Moore & Associates Inc.7,575$387K0.2%N/A0.012%
8/15/2025 Semmax Financial Advisors Inc.173,094$8.83M2.3%+3.2%0.265%
8/15/2025 Corient Private Wealth LLC306,452$15.66M0.0%N/A0.469%
8/15/2025 Captrust Financial Advisors294,471$15.05M0.0%-20.5%0.450%
8/15/2025 Snowden Capital Advisors LLC30,911$1.58M0.0%-24.5%0.047%
8/15/2025 MML Investors Services LLC113,501$5.80M0.0%-1.5%0.174%
8/15/2025 EP Wealth Advisors LLC3,044$156K0.0%-54.5%0.005%
8/15/2025 Benjamin Edwards Inc.4,095$209K0.0%-23.2%0.006%
8/15/2025 BNP Paribas Financial Markets14,336$733K0.0%+29.6%0.022%
8/15/2025 Bank of America Corp DE3,503,322$179.02M0.0%+8.8%5.357%
8/15/2025 Ameriprise Financial Inc.918,189$46.89M0.0%+22.3%1.404%
8/14/2025 Jane Street Group LLC45,100$2.31M0.0%+205.6%0.069%
8/14/2025 Ausdal Financial Partners Inc.5,441$278K0.0%N/A0.008%
8/14/2025 Raymond James Financial Inc.977,075$49.93M0.0%-27.1%1.494%
8/14/2025 Quantinno Capital Management LP9,779$500K0.0%N/A0.015%
8/14/2025 Objective Capital Management LLC6,813$348K0.4%+6.9%0.010%
8/14/2025 Peapack Gladstone Financial Corp185,057$9.46M0.1%+142.1%0.283%
8/14/2025 Sand Hill Global Advisors LLC141,453$7.23M0.3%N/A0.216%
8/14/2025 NewEdge Advisors LLC250,899$12.82M0.1%-26.6%0.384%
8/14/2025 Integrated Investment Consultants LLC317,803$16.24M3.0%+23.5%0.486%
8/14/2025 Cary Street Partners Financial LLC69,518$3.55M0.1%-2.0%0.106%
8/13/2025 Stenger Family Office LLC50,393$2.48M0.6%N/A0.077%
8/13/2025 Vance Wealth LLC5,691$291K0.1%-16.5%0.009%
8/13/2025 GeoWealth Management LLC58,249$2.98M0.1%-3.5%0.089%
8/13/2025 Baird Financial Group Inc.33,394$1.71M0.0%-27.8%0.051%
8/13/2025 EverSource Wealth Advisors LLC4,627$236K0.0%+206.4%0.007%
8/13/2025 RPg Family Wealth Advisory LLC60,133$3.07M0.8%+1,241.7%0.092%
8/13/2025 Beacon Pointe Advisors LLC4,569$233K0.0%-39.3%0.007%
8/13/2025 Van Hulzen Asset Management LLC81,436$4.16M0.3%+2.1%0.125%
8/13/2025 MBM Wealth Consultants LLC239,507$12.24M3.3%+3.5%0.366%
8/13/2025 Northwestern Mutual Wealth Management Co.137,592$7.03M0.0%+1.8%0.210%
8/12/2025 J.W. Cole Advisors Inc.11,559$591K0.0%+60.9%0.018%
8/12/2025 Financial Advocates Investment Management48,044$2.46M0.2%-3.6%0.073%
8/12/2025 Columbia Bank7,068$359K0.1%+33.7%0.011%
8/12/2025 Aviso Financial Inc.11,500$588K0.0%N/A0.018%
8/12/2025 Global Retirement Partners LLC5,730$293K0.0%N/A0.009%
8/12/2025 AlphaCore Capital LLC54,905$2.81M0.1%+19.5%0.084%
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8/12/2025 MAI Capital Management40,911$2.09M0.0%-3.0%0.063%
8/12/2025 JPMorgan Chase & Co.38,342$1.96M0.0%-16.8%0.059%
8/11/2025 Perennial Investment Advisors LLC60,330$3.08M0.3%+1.7%0.092%
8/11/2025 Wescott Financial Advisory Group LLC51,072$2.61M0.2%+5.3%0.078%
8/11/2025 Western Wealth Management LLC5,227$267K0.0%+16.8%0.008%
8/8/2025 Rockefeller Capital Management L.P.57,766$2.95M0.0%+6.9%0.088%
8/8/2025 Kingsview Wealth Management LLC61,149$3.13M0.1%+76.9%0.094%
8/8/2025 Avantax Advisory Services Inc.262,970$13.44M0.1%+9.4%0.402%
8/8/2025 Keyvantage Wealth LLC17,331$886K0.4%-14.6%0.027%
8/8/2025 Cetera Investment Advisers737,364$37.68M0.1%+30.9%1.127%
8/8/2025 Creative Planning14,579$745K0.0%+56.0%0.022%
8/8/2025 Intrua Financial LLC6,752$345K0.0%+4.7%0.010%
8/8/2025 Smithfield Trust Co11,730$601K0.0%-51.7%0.018%
8/8/2025 PNC Financial Services Group Inc.13,912$711K0.0%-19.7%0.021%
8/8/2025 Apex Wealth Management LLC26,736$1.37M1.1%-79.6%0.041%
8/7/2025 Davidson Capital Management Inc.1,704$87K0.0%+92.1%0.003%
8/7/2025 Alpha Cubed Investments LLC5,135$262K0.0%-18.1%0.008%
8/7/2025 Allworth Financial LP5,000$256K0.0%N/A0.008%
8/7/2025 Americana Partners LLC390,609$19.96M0.7%+3.5%0.597%
8/7/2025 Shared Vision Wealth Group LLC5,453$278K0.1%N/A0.008%
8/7/2025 PFG Advisors9,107$465K0.0%-46.5%0.014%
8/7/2025 Rollins Financial Advisors LLC105,100$5.37M0.9%+17.8%0.161%
8/6/2025 Prospera Financial Services Inc22,978$1.17M0.0%+31.5%0.035%
8/6/2025 AE Wealth Management LLC1,023$52K0.0%+27.1%0.002%
8/6/2025 ETF Store Inc.7,358$376K0.4%-15.4%0.011%
8/6/2025 Forbes Financial Planning Inc.27,781$1.42M1.0%-82.6%0.042%
8/6/2025 New Millennium Group LLC1,146$59K0.0%-99.8%0.002%
8/6/2025 Stonebridge Financial Planning Group LLC11,916$609K0.3%-2.1%0.018%
8/5/2025 Jacobson & Schmitt Advisors LLC106,993$5.47M1.0%+3.3%0.164%
8/5/2025 Advisors Preferred LLC3,665$186K0.0%N/A0.006%
8/5/2025 Westside Investment Management Inc.17,200$879K0.2%-45.7%0.026%
8/5/2025 Bank of Montreal Can157,667$8.06M0.0%-11.0%0.241%
8/5/2025 Sigma Planning Corp60,582$3.10M0.1%-8.1%0.093%
8/5/2025 Alexander Randolph Advisory Inc.364,871$18.65M16.7%+23.8%0.558%
8/4/2025 Syverson Strege & Co17,933$916K0.2%+165.8%0.027%
8/4/2025 Roble Belko & Company Inc16,554$846K0.1%-14.9%0.025%
8/4/2025 Integrity Alliance LLC.135,204$6.91M0.4%-28.1%0.207%
8/4/2025 Kovack Advisors Inc.5,521$282K0.0%-13.0%0.008%
8/4/2025 IFG Advisory LLC9,342$477K0.0%+67.4%0.014%
8/4/2025 Atria Investments Inc56,468$2.89M0.0%+45.9%0.086%
8/4/2025 Spinnaker Trust21,687$1.11M0.1%-47.9%0.033%
8/4/2025 Spire Wealth Management1,926$98K0.0%+41.5%0.003%
8/4/2025 Arkadios Wealth Advisors14,573$745K0.0%+2.2%0.022%
8/4/2025 World Investment Advisors36,796$1.88M0.0%+159.8%0.056%
8/4/2025 Beirne Wealth Consulting Services LLC8,261$422K0.1%+5.8%0.013%
8/1/2025 Brookwood Investment Group LLC135,857$6.94M1.1%-35.8%0.208%
8/1/2025 Yukon Wealth Management Inc.10,093$516K0.2%N/A0.015%
8/1/2025 Envestnet Asset Management Inc.608,347$31.09M0.0%-1.8%0.930%
7/31/2025 Guardian Wealth Advisors LLC52,312$2.67M1.6%-15.2%0.080%
7/31/2025 Leavell Investment Management Inc.23,215$1.19M0.1%+24.7%0.035%
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7/31/2025 CVA Family Office LLC1,118$57K0.0%-89.9%0.002%
7/30/2025 Red Crane Wealth Management LLC61,015$3.12M2.8%-40.8%0.093%
7/30/2025 Caliber Wealth Management LLC KS90,742$4.64M0.5%+0.2%0.139%
7/30/2025 BlueChip Wealth Advisors LLC15,195$776K0.3%-6.2%0.023%
7/30/2025 Steel Grove Capital Advisors LLC32,318$1.65M0.2%+7.2%0.049%
7/30/2025 Patten Group Inc.60,216$3.08M0.6%+9.6%0.092%
7/30/2025 Exencial Wealth Advisors LLC99,640$5.09M0.2%-8.4%0.152%
7/30/2025 Brookstone Capital Management53,539$2.74M0.0%-1.9%0.082%
7/30/2025 D.A. Davidson & CO.4,635$237K0.0%-9.6%0.007%
7/30/2025 Syntegra Private Wealth Group LLC42,198$2.16M0.2%+208.2%0.065%
(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, 353 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 ($179.02M), Bramshill Investments LLC ($162.81M), Clearwater Capital Advisors LLC ($132.96M), LPL Financial LLC ($121.69M), Wells Fargo & Company MN ($98.16M), TAP Consulting LLC ($64.60M), and Raymond James Financial Inc. ($49.93M).Learn more on iShares Short Duration Bond Active ETF's institutional investors.

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

Of the 272 institutional investors that purchased iShares Short Duration Bond Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.34M), Ameriprise Financial Inc. ($891.81K), Summit Financial LLC ($718.51K), LPL Financial LLC ($468.53K), New Millennium Group LLC ($463.20K), DT Investment Partners LLC ($358.37K), and Members Advisory Group LLC ($357.25K).

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

Institutional investors have bought a total of 12,498,236 shares in the last 24 months. This purchase volume represents approximately $634.51M in transactions.

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

Of the 190 institutional investors that sold iShares Short Duration Bond Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: New Millennium Group LLC ($462.05K), Raymond James Financial Inc. ($364.08K), Jane Street Group LLC ($335.15K), Bank of Montreal Can ($276.15K), Renaissance Technologies LLC ($272.50K), Captrust Financial Advisors ($193.54K), and Citadel Advisors LLC ($173.66K).

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

Institutional investors have sold a total of 5,075,932 shares in the last 24 months. This volume of shares sold represents approximately $258.37M in transactions.


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This page (BATS:NEAR) was last updated on 8/22/2025 by MarketBeat.com Staff
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