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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.79 +0.38 (+0.76%)
As of 02:01 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)
208
Total
Institutional Inflows
(last 12 months)
$519.72M
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$166.38M
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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
5/22/2025 Rollins Financial Advisors LLC89,242$4.54M0.8%+12.0%0.141%
5/22/2025 WBI Investments LLC6,495$330K0.1%N/A0.010%
5/21/2025 Geneos Wealth Management Inc.2,965$151K0.0%+725.9%0.005%
5/20/2025 Belpointe Asset Management LLC56,432$2.87M0.1%-3.5%0.089%
5/20/2025 Focus Partners Wealth242,516$12.34M0.0%+0.7%0.383%
5/20/2025 Integrity Alliance LLC.187,958$9.56M0.4%+30.8%0.297%
5/19/2025 Jane Street Group LLC14,760$751K0.0%-84.3%0.023%
5/16/2025 Semmax Financial Advisors Inc.167,746$8.52M2.3%+7.9%0.265%
5/16/2025 Jones Financial Companies Lllp109,819$5.59M0.0%N/A0.173%
5/16/2025 NewEdge Advisors LLC341,718$17.38M0.1%+112.7%0.540%
5/16/2025 Integrated Wealth Concepts LLC4,991$254K0.0%-15.0%0.008%
5/16/2025 Clark Capital Management Group Inc.11,220$571K0.0%-93.2%0.018%
5/15/2025 EP Wealth Advisors LLC6,683$340K0.0%-23.2%0.011%
5/15/2025 Core Wealth Advisors Inc.17,158$873K0.3%+2.5%0.027%
5/15/2025 Royal Bank of Canada567,649$28.88M0.0%+32.0%0.897%
5/15/2025 MAI Capital Management42,182$2.15M0.0%-11.9%0.067%
5/15/2025 Baird Financial Group Inc.46,238$2.35M0.0%+0.7%0.073%
5/14/2025 Comerica Bank8,804$448K0.0%-60.5%0.014%
5/14/2025 RPg Family Wealth Advisory LLC4,482$228K0.1%N/A0.007%
5/14/2025 Synovus Financial Corp4,067$207K0.0%N/A0.006%
5/14/2025 Northwestern Mutual Wealth Management Co.135,223$6.88M0.0%+13.7%0.214%
5/14/2025 Van Hulzen Asset Management LLC79,777$4.06M0.4%+6.9%0.126%
5/14/2025 Kestra Advisory Services LLC63,914$3.25M0.0%-69.5%0.101%
5/14/2025 Wescott Financial Advisory Group LLC48,484$2.47M0.3%+8.0%0.077%
5/14/2025 Ameriprise Financial Inc.750,979$38.14M0.0%+40.6%1.186%
5/14/2025 Summit Financial LLC718,511$36.55M1.0%N/A1.135%
5/14/2025 GM Advisory Group LLC7,507$382K0.0%N/A0.012%
5/14/2025 Capital Analysts LLC13,316$677K0.0%-1.6%0.021%
5/14/2025 First Wilshire Securities Management Inc.4,614$235K0.1%-12.3%0.007%
5/13/2025 Raymond James Financial Inc.1,341,153$68.22M0.0%+0.8%2.119%
5/13/2025 Forvis Mazars Wealth Advisors LLC18,689$951K0.0%-69.0%0.030%
5/13/2025 Infinity Wealth Counsel LLC43,980$2.24M2.4%-3.5%0.069%
5/13/2025 HighTower Advisors LLC193,844$9.86M0.0%-14.7%0.306%
5/12/2025 Astor Investment Management LLC55,493$2.82M1.5%+183.5%0.088%
5/12/2025 Darrow Company Inc.13,287$676K0.4%+10.4%0.021%
5/12/2025 Townsquare Capital LLC14,838$755K0.0%+28.2%0.023%
5/12/2025 National Bank of Canada FI19,995$1.02M0.0%-4.5%0.032%
5/12/2025 AlphaCore Capital LLC45,932$2.34M0.2%N/A0.073%
5/12/2025 WBH Advisory Inc.149,223$7.59M0.7%+7.6%0.236%
5/12/2025 WealthPlan Investment Management LLC30,135$1.53M0.2%-6.1%0.048%
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5/12/2025 Red Crane Wealth Management LLC103,017$5.24M5.0%-7.4%0.163%
5/9/2025 Exencial Wealth Advisors LLC108,822$5.54M0.2%-6.7%0.172%
5/9/2025 Planning Alternatives Ltd. ADV21,997$1.12M0.2%-11.5%0.035%
5/9/2025 Legacy Capital Group California Inc.5,063$258K0.1%N/A0.008%
5/9/2025 Atria Wealth Solutions Inc.9,015$459K0.0%-57.9%0.014%
5/9/2025 Syntegra Private Wealth Group LLC13,692$696K0.1%+3.0%0.022%
5/9/2025 Cary Street Partners Financial LLC70,928$3.61M0.1%+116.5%0.112%
5/9/2025 Smithfield Trust Co24,307$1.24M0.1%-15.0%0.038%
5/9/2025 PNC Financial Services Group Inc.17,323$881K0.0%+5.5%0.027%
5/8/2025 IFG Advisory LLC5,579$284K0.0%-77.7%0.009%
5/8/2025 Clearwater Capital Advisors LLC2,613,800$132.96M12.8%+2.4%4.129%
5/8/2025 Shufro Rose & Co. LLC29,981$1.53M0.1%+8.1%0.047%
5/8/2025 Alexander Randolph Advisory Inc.294,753$14.99M14.7%-2.8%0.466%
5/8/2025 Harbour Investments Inc.6,368$324K0.0%-7.2%0.010%
5/8/2025 GS Investments Inc.7,965$405K0.2%-5.9%0.013%
5/8/2025 Arkadios Wealth Advisors14,262$726K0.0%N/A0.023%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC9,389$478K0.0%+56.4%0.015%
5/7/2025 Financial Management Network Inc.111,926$5.66M1.2%-2.8%0.177%
5/7/2025 Werba Rubin Papier Wealth Management13,878$706K0.2%+3.1%0.022%
5/7/2025 Eagle Bluffs Wealth Management LLC15,118$769K0.4%-6.1%0.024%
5/7/2025 LPL Financial LLC2,392,108$121.69M0.0%+9.0%3.779%
5/7/2025 Keyvantage Wealth LLC20,288$1.03M0.5%-64.5%0.032%
5/7/2025 Integrated Investment Consultants LLC257,247$13.09M1.9%+47.1%0.406%
5/7/2025 Objective Capital Management LLC6,376$324K0.4%+53.8%0.010%
5/7/2025 Keystone Financial Group Inc.32,218$1.64M1.2%+236.0%0.051%
5/7/2025 Caliber Wealth Management LLC KS90,518$4.61M0.6%N/A0.143%
5/6/2025 Cetera Investment Advisers563,124$28.65M0.1%+12.8%0.890%
5/6/2025 Avantax Advisory Services Inc.240,305$12.22M0.1%+19.0%0.380%
5/6/2025 Brookwood Investment Group LLC211,549$10.76M1.8%N/A0.334%
5/6/2025 Kovack Advisors Inc.6,344$323K0.0%-52.5%0.010%
5/6/2025 Pinnacle Associates Ltd.11,017$560K0.0%+41.8%0.017%
5/6/2025 Summit Wealth Partners LLC8,764$446K0.1%-5.6%0.014%
5/6/2025 BlueChip Wealth Advisors LLC16,196$824K0.4%N/A0.026%
5/6/2025 PFG Advisors17,010$865K0.0%-20.4%0.027%
5/5/2025 Kestra Private Wealth Services LLC6,432$327K0.0%N/A0.010%
5/5/2025 ETF Store Inc.8,701$443K0.5%-12.9%0.014%
5/5/2025 Members Advisory Group LLC326,250$16.60M6.9%-8.7%0.514%
5/5/2025 Private Advisor Group LLC177,815$9.05M0.1%+450.2%0.280%
5/2/2025 Patton Albertson Miller Group LLC4,703$239K0.0%N/A0.007%
5/2/2025 Kingsview Wealth Management LLC34,562$1.76M0.0%+30.0%0.054%
5/2/2025 Litman Gregory Wealth Management LLC11,614$591K0.1%N/A0.018%
5/2/2025 Mayflower Financial Advisors LLC5,097$259K0.0%+21.4%0.008%
5/2/2025 Windsor Capital Management LLC6,924$352K0.1%-5.8%0.011%
5/2/2025 Jacobson & Schmitt Advisors LLC103,614$5.27M1.1%+4.5%0.163%
5/2/2025 Fortress Wealth Management Inc.5,200$265K0.1%-14.4%0.008%
5/2/2025 Sigma Planning Corp65,908$3.35M0.1%+2.8%0.104%
5/1/2025 CWM LLC352,035$17.91M0.1%-2.3%0.554%
5/1/2025 Stephens Inc. AR8,835$449K0.0%-52.7%0.014%
5/1/2025 Realta Investment Advisors42,320$2.15M1.0%-16.0%0.067%
5/1/2025 Nikulski Financial Inc.6,535$332K0.1%+20.6%0.010%
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5/1/2025 Quest 10 Wealth Builders Inc.5,238$266K0.3%-9.5%0.008%
5/1/2025 Fifth Third Securities Inc.15,563$792K0.1%+35.0%0.025%
4/30/2025 Leavell Investment Management Inc.18,615$947K0.0%+2.8%0.029%
4/30/2025 Axxcess 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%
(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, 317 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 NEAR's institutional investors.

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

Of the 231 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. ($1.34M), 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 10,885,738 shares in the last 24 months. This purchase volume represents approximately $551.35M in transactions.

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

Of the 173 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: Jane Street Group LLC ($335.15K), Rosenberg Matthew Hamilton ($330.07K), Captrust Financial Advisors ($275.92K), Renaissance Technologies LLC ($272.50K), Bank of Montreal Can ($256.58K), Citadel Advisors LLC ($173.66K), and Clark Capital Management Group Inc. ($154.42K).

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

Institutional investors have sold a total of 4,152,274 shares in the last 24 months. This volume of shares sold represents approximately $210.19M in transactions.



This page (BATS:NEAR) was last updated on 5/28/2025 by MarketBeat.com Staff
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