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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.98 +0.57 (+1.12%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$50.97 -0.01 (-0.02%)
As of 08/1/2025 04:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
228
Total
Institutional Inflows
(last 12 months)
$548.31M
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$185.90M
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NEAR Institutional Buying and Selling by Quarter

iShares Short Duration Bond Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Brookwood Investment Group LLC135,857$6.94M1.1%-35.8%0.208%
8/1/2025Yukon Wealth Management Inc.10,093$516K0.2%N/A0.015%
8/1/2025Envestnet 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%
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%
7/30/2025 Triton Financial Group Inc3,935$201K0.1%N/A0.006%
7/30/2025 Darrow Company Inc.13,089$669K0.3%-1.5%0.020%
7/30/2025 Klingman & Associates LLC40,413$2.07M0.1%-6.4%0.062%
7/30/2025 Avidian Wealth Enterprises LLC8,262$422K0.0%+13.0%0.013%
7/30/2025 Journey Advisory Group LLC7,871$402K0.0%N/A0.012%
7/30/2025 WBH Advisory Inc.182,191$9.31M0.8%+22.1%0.279%
7/29/2025 Members Advisory Group LLC269,323$13.76M5.2%-17.4%0.412%
7/29/2025 Chicago Partners Investment Group LLC16,461$839K0.0%+17.8%0.025%
7/29/2025 Financial Futures Ltd Liability Co.9,364$478K0.3%N/A0.014%
7/29/2025 Ifrah Financial Services Inc.194,206$9.92M2.7%-0.1%0.297%
7/29/2025 Koshinski Asset Management Inc.10,905$557K0.0%-6.8%0.017%
7/29/2025 Private Trust Co. NA4,843$247K0.0%-4.6%0.007%
7/29/2025 Kraft Davis & Associates LLC36,826$1.88M0.5%N/A0.056%
7/29/2025 Values First Advisors Inc.82,268$4.20M2.3%-1.3%0.126%
7/29/2025 Werba Rubin Papier Wealth Management16,964$867K0.2%+22.2%0.026%
7/28/2025 WJ Wealth Management LLC23,550$1.20M0.4%+20.5%0.036%
7/28/2025 Rosenberg Matthew Hamilton16,523$844K0.2%-8.3%0.025%
7/28/2025 Mutual Advisors LLC23,919$1.22M0.0%-51.8%0.037%
7/28/2025 Harbour Investments Inc.7,520$384K0.0%+18.1%0.011%
7/28/2025 JGP Wealth Management LLC10,362$529K0.1%-51.2%0.016%
7/28/2025 Axxcess Wealth Management LLC178,965$9.15M0.2%+26.6%0.274%
7/25/2025 Atria Wealth Solutions Inc.68,050$3.47M0.1%+654.9%0.104%
7/25/2025 Joel Adams & Associates Inc.25,740$1.32M1.2%+3.9%0.039%
7/25/2025 CWM LLC361,196$18.46M0.1%+2.6%0.552%
7/25/2025 Sovereign Financial Group Inc.60,961$3.12M0.6%-6.1%0.093%
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7/25/2025 Concurrent Investment Advisors LLC27,438$1.40M0.0%+99.2%0.042%
7/25/2025 Investment Advisory Group LLC17,953$917K0.3%-6.4%0.027%
7/24/2025 Cross Staff Investments Inc10,668$545K0.4%-7.1%0.016%
7/23/2025 Castle Rock Wealth Management LLC42,493$2.17M0.5%+3.5%0.065%
7/23/2025 Tyche Wealth Partners LLC9,370$479K0.1%-9.6%0.014%
7/23/2025 Ameliora Wealth Management Ltd.48,287$2.47M0.9%+6.6%0.074%
7/23/2025 Prime Capital Investment Advisors LLC28,753$1.47M0.0%-30.0%0.044%
7/22/2025 Belpointe Asset Management LLC54,845$2.80M0.1%-2.8%0.084%
7/22/2025 Valley National Advisers Inc.152,839$7.81M1.3%+7.6%0.234%
7/22/2025 Luken Investment Analytics LLC9,966$509K0.2%+35.6%0.015%
7/22/2025 Beacon Financial Advisory LLC4,636$237K0.1%N/A0.007%
7/22/2025 Iron Horse Wealth Management LLC531$27K0.0%-44.5%0.001%
7/22/2025 Realta Investment Advisors49,491$2.53M1.0%+16.9%0.076%
7/21/2025 Pflug Koory LLC14,831$758K0.4%+55.3%0.023%
7/21/2025 Keystone Financial Group Inc.56,148$2.86M1.8%+74.3%0.086%
7/21/2025 Ameritas Advisory Services LLC911$47K0.0%N/A0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.21,683$1.11M0.0%N/A0.033%
7/18/2025 Naples Global Advisors LLC28,778$1.47M0.1%-19.5%0.044%
7/18/2025 Astor Investment Management LLC93,013$4.75M2.6%+67.6%0.142%
7/18/2025 Consolidated Portfolio Review Corp7,308$373K0.1%N/A0.011%
7/18/2025 Truist Financial Corp55,367$2.83M0.0%+91.6%0.085%
7/18/2025 Union Bancaire Privee UBP SA338,573$17.29M0.3%+4.0%0.518%
7/17/2025 Janney Montgomery Scott LLC15,120$773K0.0%+1.9%0.023%
7/17/2025 Fifth Third Securities Inc.13,148$672K0.1%-15.5%0.020%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH12,179$622K0.1%+55.0%0.019%
7/17/2025 GC Wealth Management RIA LLC52,550$2.69M0.2%-9.7%0.080%
7/17/2025 San Luis Wealth Advisors LLC98,109$5.01M1.1%-14.2%0.150%
7/17/2025 LVW Advisors LLC54,935$2.81M0.3%+1.9%0.084%
7/16/2025 ORG Partners LLC44,694$2.28M0.5%+323.0%0.068%
7/16/2025 Novem Group14,239$728K0.1%+9.5%0.022%
7/16/2025 Embree Financial Group21,782$1.11M0.2%+5.3%0.033%
7/16/2025 Dakota Wealth Management12,181$622K0.0%-7.6%0.019%
7/15/2025 Oxinas Partners Wealth Management LLC8,577$438K0.2%-25.5%0.013%
7/15/2025 LVZ Inc.17,172$877K0.1%-15.5%0.026%
7/15/2025 Kwmg LLC274,946$14.05M1.3%+2.9%0.420%
7/14/2025 Proathlete Wealth Management LLC143,482$7.34M2.3%-4.2%0.219%
7/14/2025 Infinity Wealth Counsel LLC42,346$2.16M2.2%-3.7%0.065%
7/14/2025 Park Avenue Securities LLC4,803$245K0.0%N/A0.007%
7/11/2025 Windsor Capital Management LLC6,684$342K0.1%-3.5%0.010%
7/10/2025 Arkfeld Wealth Strategies L.L.C.6,396$325K0.1%-87.5%0.010%
7/10/2025 Charter Oak Capital Management LLC6,342$324K0.0%+3.4%0.010%
7/10/2025 Brady Family Wealth LLC89,164$4.56M1.4%+5.9%0.138%
7/10/2025 Klaas Financial Asset Advisors LLC183,938$9.40M1.5%+2.3%0.284%
7/10/2025 Marshall Financial Group LLC4,603$234K0.0%-4.5%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC189,193$9.62M0.0%-11.8%0.292%
7/10/2025 Secure Asset Management LLC18,822$962K0.2%N/A0.029%
7/10/2025 KMG Fiduciary Partners LLC15,215$777K0.1%+40.2%0.024%
7/9/2025 Keystone Wealth Services LLC13,583$694K0.2%N/A0.021%
7/9/2025 Beacon Financial Group15,193$776K0.1%-1.3%0.023%
7/8/2025 RMR Wealth Builders34,473$1.76M0.2%N/A0.053%
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7/8/2025 Parallel Advisors LLC9,484$485K0.0%-3.2%0.015%
7/7/2025 New Capital Management LP4,816$246K0.1%-17.9%0.007%
7/7/2025 First Citizens Financial Corp33,156$1.69M0.9%-5.2%0.051%
7/7/2025 Aletheian Wealth Advisors LLC22,007$1.13M0.6%+2.2%0.034%
7/7/2025 Centurion Wealth Management LLC13,090$669K0.2%-2.4%0.020%
7/3/2025 TrueWealth Advisors LLC5,453$279K0.1%+36.3%0.008%
7/3/2025 Sage Capital Advisors llc72,020$3.68M0.9%-0.7%0.111%
7/1/2025 Private Client Services LLC9,120$466K0.2%+32.8%0.014%
5/28/2025Intrua Financial LLC6,446$328K0.0%-8.8%0.010%
5/22/2025Rollins Financial Advisors LLC89,242$4.54M0.8%+12.0%0.141%
(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, 331 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 ($132.96M), LPL Financial LLC ($121.69M), Wells Fargo & Company MN ($98.16M), Raymond James Financial Inc. ($68.22M), and TAP Consulting LLC ($64.60M).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 246 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. ($724.60K), 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 10,811,547 shares in the last 24 months. This purchase volume represents approximately $548.31M in transactions.

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

Of the 175 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: Jane Street Group LLC ($335.15K), Renaissance Technologies LLC ($272.50K), Bank of Montreal Can ($256.58K), Citadel Advisors LLC ($173.66K), Clark Capital Management Group Inc. ($154.42K), Kestra Advisory Services LLC ($145.47K), and Captrust Financial Advisors ($117.64K).

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

Institutional investors have sold a total of 3,657,738 shares in the last 24 months. This volume of shares sold represents approximately $185.90M in transactions.



This page (BATS:NEAR) was last updated on 8/2/2025 by MarketBeat.com Staff
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