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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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$51.16 -0.01 (-0.02%)
As of 07:23 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)
257
Total
Institutional Inflows
(last 12 months)
$649.14M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$261.54M
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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
10/7/2025Proathlete Wealth Management LLC151,802$7.78M2.2%+5.8%0.232%
10/7/2025Sage Capital Advisors llc71,626$3.67M0.9%-0.5%0.110%
10/7/2025Infinity Wealth Counsel LLC40,362$2.07M2.0%-4.7%0.062%
10/7/2025Union Bancaire Privee UBP SA289,210$14.82M0.3%-14.6%0.442%
10/6/2025Insight Wealth Strategies LLC7,339$376K0.0%N/A0.011%
10/3/2025 First Citizens Financial Corp38,066$1.95M1.0%+14.8%0.058%
9/26/2025Corient Private Wealth LLC306,453$15.66M0.0%N/A0.469%
9/4/2025Osaic Holdings Inc.263,272$13.46M0.0%-3.7%0.403%
8/19/2025Newbridge Financial Services Group Inc.3,754$192K0.0%N/A0.006%
8/19/2025Advisory Services Network LLC7,653$391K0.0%N/A0.012%
8/15/2025Tower Research Capital LLC TRC 1,495$76K0.0%N/A0.002%
8/15/2025Brooks Moore & Associates Inc.7,575$387K0.2%N/A0.012%
8/15/2025Semmax Financial Advisors Inc.173,094$8.83M2.3%+3.2%0.265%
8/15/2025Corient Private Wealth LLC306,452$15.66M0.0%N/A0.469%
8/15/2025Captrust Financial Advisors294,471$15.05M0.0%-20.5%0.450%
8/15/2025Snowden Capital Advisors LLC30,911$1.58M0.0%-24.5%0.047%
8/15/2025MML Investors Services LLC113,501$5.80M0.0%-1.5%0.174%
8/15/2025EP Wealth Advisors LLC3,044$156K0.0%-54.5%0.005%
8/15/2025Benjamin Edwards Inc.4,095$209K0.0%-23.2%0.006%
8/15/2025BNP Paribas Financial Markets14,336$733K0.0%+29.6%0.022%
8/15/2025Bank of America Corp DE3,503,322$179.02M0.0%+8.8%5.357%
8/15/2025Ameriprise Financial Inc.918,189$46.89M0.0%+22.3%1.404%
8/14/2025Jane Street Group LLC45,100$2.31M0.0%+205.6%0.069%
8/14/2025Ausdal Financial Partners Inc.5,441$278K0.0%N/A0.008%
8/14/2025Raymond James Financial Inc.977,075$49.93M0.0%-27.1%1.494%
8/14/2025Quantinno Capital Management LP9,779$500K0.0%N/A0.015%
8/14/2025Objective Capital Management LLC6,813$348K0.4%+6.9%0.010%
8/14/2025Peapack Gladstone Financial Corp185,057$9.46M0.1%+142.1%0.283%
8/14/2025Sand Hill Global Advisors LLC141,453$7.23M0.3%N/A0.216%
8/14/2025NewEdge Advisors LLC250,899$12.82M0.1%-26.6%0.384%
8/14/2025Integrated Investment Consultants LLC317,803$16.24M3.0%+23.5%0.486%
8/14/2025Cary Street Partners Financial LLC69,518$3.55M0.1%-2.0%0.106%
8/13/2025Stenger Family Office LLC50,393$2.48M0.6%N/A0.077%
8/13/2025Vance Wealth LLC5,691$291K0.1%-16.5%0.009%
8/13/2025GeoWealth Management LLC58,249$2.98M0.1%-3.5%0.089%
8/13/2025Baird Financial Group Inc.33,394$1.71M0.0%-27.8%0.051%
8/13/2025EverSource Wealth Advisors LLC4,627$236K0.0%+206.4%0.007%
8/13/2025RPg Family Wealth Advisory LLC60,133$3.07M0.8%+1,241.7%0.092%
8/13/2025Beacon Pointe Advisors LLC4,569$233K0.0%-39.3%0.007%
8/13/2025Van Hulzen Asset Management LLC81,436$4.16M0.3%+2.1%0.125%
8/13/2025MBM Wealth Consultants LLC239,507$12.24M3.3%+3.5%0.366%
8/13/2025Northwestern Mutual Wealth Management Co.137,592$7.03M0.0%+1.8%0.210%
8/12/2025J.W. Cole Advisors Inc.11,559$591K0.0%+60.9%0.018%
8/12/2025Financial Advocates Investment Management48,044$2.46M0.2%-3.6%0.073%
8/12/2025Columbia Bank7,068$359K0.1%+33.7%0.011%
8/12/2025Aviso Financial Inc.11,500$588K0.0%N/A0.018%
8/12/2025Global Retirement Partners LLC5,730$293K0.0%N/A0.009%
8/12/2025AlphaCore Capital LLC54,905$2.81M0.1%+19.5%0.084%
8/12/2025MAI Capital Management40,911$2.09M0.0%-3.0%0.063%
8/12/2025JPMorgan Chase & Co.38,342$1.96M0.0%-16.8%0.059%
8/11/2025Perennial Investment Advisors LLC60,330$3.08M0.3%+1.7%0.092%
8/11/2025Wescott Financial Advisory Group LLC51,072$2.61M0.2%+5.3%0.078%
8/11/2025Western Wealth Management LLC5,227$267K0.0%+16.8%0.008%
8/8/2025Rockefeller Capital Management L.P.57,766$2.95M0.0%+6.9%0.088%
8/8/2025Kingsview Wealth Management LLC61,149$3.13M0.1%+76.9%0.094%
8/8/2025Avantax Advisory Services Inc.262,970$13.44M0.1%+9.4%0.402%
8/8/2025Keyvantage Wealth LLC17,331$886K0.4%-14.6%0.027%
8/8/2025Cetera Investment Advisers737,364$37.68M0.1%+30.9%1.127%
8/8/2025Creative Planning14,579$745K0.0%+56.0%0.022%
8/8/2025Intrua Financial LLC6,752$345K0.0%+4.7%0.010%
8/8/2025Smithfield Trust Co11,730$601K0.0%-51.7%0.018%
8/8/2025PNC Financial Services Group Inc.13,912$711K0.0%-19.7%0.021%
8/8/2025Apex Wealth Management LLC26,736$1.37M1.1%-79.6%0.041%
8/7/2025Davidson Capital Management Inc.1,704$87K0.0%+92.1%0.003%
8/7/2025Alpha Cubed Investments LLC5,135$262K0.0%-18.1%0.008%
8/7/2025Allworth Financial LP5,000$256K0.0%N/A0.008%
8/7/2025Americana Partners LLC390,609$19.96M0.7%+3.5%0.597%
8/7/2025Shared Vision Wealth Group LLC5,453$278K0.1%N/A0.008%
8/7/2025PFG Advisors9,107$465K0.0%-46.5%0.014%
8/7/2025Rollins Financial Advisors LLC105,100$5.37M0.9%+17.8%0.161%
8/6/2025Prospera Financial Services Inc22,978$1.17M0.0%+31.5%0.035%
8/6/2025AE Wealth Management LLC1,023$52K0.0%+27.1%0.002%
8/6/2025ETF Store Inc.7,358$376K0.4%-15.4%0.011%
8/6/2025Forbes Financial Planning Inc.27,781$1.42M1.0%-82.6%0.042%
8/6/2025New Millennium Group LLC1,146$59K0.0%-99.8%0.002%
8/6/2025Stonebridge Financial Planning Group LLC11,916$609K0.3%-2.1%0.018%
8/5/2025Jacobson & Schmitt Advisors LLC106,993$5.47M1.0%+3.3%0.164%
8/5/2025Advisors Preferred LLC3,665$186K0.0%N/A0.006%
8/5/2025Westside Investment Management Inc.17,200$879K0.2%-45.7%0.026%
8/5/2025Bank of Montreal Can157,667$8.06M0.0%-11.0%0.241%
8/5/2025Sigma Planning Corp60,582$3.10M0.1%-8.1%0.093%
8/5/2025Alexander Randolph Advisory Inc.364,871$18.65M16.7%+23.8%0.558%
8/4/2025Syverson Strege & Co17,933$916K0.2%+165.8%0.027%
8/4/2025Roble Belko & Company Inc16,554$846K0.1%-14.9%0.025%
8/4/2025Integrity Alliance LLC.135,204$6.91M0.4%-28.1%0.207%
8/4/2025Kovack Advisors Inc.5,521$282K0.0%-13.0%0.008%
8/4/2025IFG Advisory LLC9,342$477K0.0%+67.4%0.014%
8/4/2025Atria Investments Inc56,468$2.89M0.0%+45.9%0.086%
8/4/2025Spinnaker Trust21,687$1.11M0.1%-47.9%0.033%
8/4/2025Spire Wealth Management1,926$98K0.0%+41.5%0.003%
8/4/2025Arkadios Wealth Advisors14,573$745K0.0%+2.2%0.022%
8/4/2025World Investment Advisors36,796$1.88M0.0%+159.8%0.056%
8/4/2025Beirne Wealth Consulting Services LLC8,261$422K0.1%+5.8%0.013%
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%
7/31/2025Guardian Wealth Advisors LLC52,312$2.67M1.6%-15.2%0.080%
7/31/2025Leavell Investment Management Inc.23,215$1.19M0.1%+24.7%0.035%
7/31/2025CVA Family Office LLC1,118$57K0.0%-89.9%0.002%
7/30/2025Red Crane Wealth Management LLC61,015$3.12M2.8%-40.8%0.093%
(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, 354 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), Corient Private Wealth LLC ($612.91K), LPL Financial LLC ($468.53K), New Millennium Group LLC ($463.20K), and DT Investment Partners LLC ($358.37K).

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

Institutional investors have bought a total of 12,784,637 shares in the last 24 months. This purchase volume represents approximately $649.14M in transactions.

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

Of the 191 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 5,137,850 shares in the last 24 months. This volume of shares sold represents approximately $261.54M in transactions.


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This page (BATS:NEAR) was last updated on 10/7/2025 by MarketBeat.com Staff
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