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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.00 +0.09 (+0.18%)
Closing price 04:10 PM Eastern
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$49.99 -0.01 (-0.02%)
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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)
246
Total
Institutional Inflows
(last 12 months)
$665.25M
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$150.54M
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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
9/9/2026 Van Hulzen Asset Management LLC88,576$4.49M0.3%-7.7%0.135%
9/9/2026 Capital Analysts LLC14,738$746K0.0%+15.5%0.023%
9/9/2026 Integrated Wealth Concepts LLC42,143$2.14M0.0%+196.7%0.064%
9/9/2026 RFG Advisory LLC4,544$230K0.0%N/A0.007%
9/9/2026 NewEdge Advisors LLC598,998$30.35M0.1%-34.5%0.916%
9/9/2026 IFP Advisors Inc8,970$454K0.0%-16.5%0.014%
9/9/2026 Baird Financial Group Inc.152,361$7.72M0.0%+23.9%0.233%
9/8/2026 Waverly Advisors LLC293,880$14.89M0.1%-1.6%0.449%
8/27/2026 Corient Private Wealth LP20,086$1.02M0.0%-92.4%0.031%
8/23/2026 Ameliora Wealth Management Ltd.39,287$1.99M0.6%-21.8%0.060%
8/22/2026 Shah Wealth Advisors LLC18,091$917K0.2%N/A0.028%
8/22/2026 Concurrent Investment Advisors LLC256,177$12.98M0.1%+9.1%0.392%
8/21/2026 Retireful LLC10,930$554K0.5%N/A0.017%
8/21/2026 Live Oak Private Wealth LLC21,431$1.09M0.1%+11.3%0.033%
8/21/2026 Secure Asset Management LLC70,035$3.55M0.5%+9.7%0.107%
8/21/2026 Luken Investment Analytics LLC19,480$987K0.3%-10.0%0.030%
8/20/2026 Proficio Capital Partners LLC425,995$22.20M0.8%+71.4%0.651%
8/20/2026 RPg Family Wealth Advisory LLC63,179$3.20M0.5%-1.5%0.097%
8/15/2026 First Bancorp Inc ME1,000$51K0.0%N/A0.002%
7/10/2026 Sage Capital Advisors llc59,707$3.03M0.6%-9.8%0.091%
7/9/2026 Kraft Davis & Associates LLC259,050$13.07M2.7%+0.5%0.396%
7/9/2026 Centurion Wealth Management LLC21,096$1.07M0.3%+2.0%0.032%
7/9/2026 Professional Financial Advisors LLC35,796$1.81M0.3%-4.1%0.055%
7/9/2026 Focus Financial Network Inc.86,697$4.39M0.1%+33.6%0.133%
7/9/2026 Herbst Group LLC6,855$347K0.2%N/A0.010%
7/9/2026 Aletheian Wealth Advisors LLC22,844$1.16M0.5%+2.5%0.035%
7/9/2026 Sax Wealth Advisors LLC4,178$212K0.0%N/A0.006%
7/9/2026 Windsor Capital Management LLC6,611$335K0.1%+8.3%0.010%
7/8/2026 First Heartland Consultants Inc.7,491$380K0.0%+15.6%0.011%
7/8/2026 Kwmg LLC334,989$16.97M1.2%+5.6%0.512%
7/8/2026 Castle Rock Wealth Management LLC44,791$2.26M0.4%+0.9%0.068%
7/7/2026 First Citizens Financial Corp75,443$3.82M1.6%+5.0%0.115%
7/7/2026 CoreCap Advisors LLC5,481$278K0.0%-13.5%0.008%
7/6/2026 Stonebridge Financial Group LLC14,596$739K0.1%-9.5%0.022%
6/3/2026 Parallel Advisors LLC7,354$374K0.0%+5.5%0.011%
6/3/2026 NewEdge Advisors LLC914,401$46.48M0.2%+94.9%1.398%
6/1/2026 Integrated Investment Consultants LLC444,331$22.59M4.8%+9.9%0.679%
5/19/2026 Bank of America Corp DE3,059,416$155.53M0.0%+4.0%4.678%
5/19/2026 Arkadios Wealth Advisors35,612$1.81M0.0%+295.9%0.054%
5/18/2026 EverSource Wealth Advisors LLC43,230$2.20M0.1%+13.8%0.066%
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5/18/2026 Core Wealth Advisors Inc.30,293$1.54M0.4%+75.2%0.046%
5/18/2026 Royal Bank of Canada723,098$36.76M0.0%+26.9%1.106%
5/15/2026 FreeGulliver LLC31,249$1.59M0.7%N/A0.048%
5/15/2026 Waverly Advisors LLC298,806$15.19M0.1%+15.2%0.457%
5/13/2026 Cetera Investment Advisers1,413,521$71.86M0.1%+11.1%2.161%
5/13/2026 Clearwater Capital Advisors LLC3,117,801$158.49M12.8%+6.6%4.767%
5/8/2026 PNC Financial Services Group Inc.29,902$1.52M0.0%-8.7%0.046%
5/8/2026 Maimon Wealth Management LTD.163,160$8.28M7.3%+6.9%0.249%
5/7/2026 Lowe Brockenbrough & Co. Inc.129,919$6.60M0.3%-1.4%0.199%
5/7/2026 Parallel Advisors LLC7,354$374K0.0%+5.5%0.011%
5/7/2026 Finhabits Advisors LLC35,448$1.80M1.7%+5.7%0.054%
5/6/2026 Independent Financial Group LLC21,912$1.11M0.0%N/A0.034%
5/5/2026 Lane Brothers & Co. Inc.17,676$899K0.7%+1.5%0.027%
5/5/2026 Gentry Private Wealth LLC48,200$2.45M1.5%+2.6%0.074%
5/5/2026 Journey Advisory Group LLC13,960$710K0.1%+46.6%0.021%
5/5/2026 Geneos Wealth Management Inc.1,722$88K0.0%-24.9%0.003%
5/5/2026 Sanctuary Advisors LLC114,616$5.83M0.0%+1.7%0.175%
5/5/2026 Sigma Planning Corp80,055$4.07M0.1%+11.2%0.122%
5/4/2026 Objective Capital Management LLC19,187$975K1.0%+27.4%0.029%
5/4/2026 Chicago Partners Investment Group LLC9,021$459K0.0%-10.7%0.014%
5/4/2026 Uptick Partners LLC10,888$553K0.1%N/A0.017%
5/2/2026 International Assets Investment Management LLC12,643$640K0.0%+23.7%0.019%
5/2/2026 Strategic Wealth Advisors LLC10,924$555K0.4%+70.1%0.017%
5/1/2026 Fifth Third Bancorp15,517$789K0.0%N/A0.024%
5/1/2026 Beirne Wealth Consulting Services LLC8,817$448K0.1%+12.4%0.013%
4/30/2026 Beacon Financial Group12,321$626K0.1%-13.7%0.019%
4/30/2026 Kestra Advisory Services LLC180,072$9.15M0.0%+117.4%0.275%
4/30/2026 Staley Capital Advisers Inc.119,430$6.07M0.3%-0.7%0.183%
4/29/2026 Axxcess Wealth Management LLC307,924$15.65M0.5%+29.1%0.471%
4/29/2026 Red Crane Wealth Management LLC37,257$1.89M1.6%-17.7%0.057%
4/29/2026 Integrated Advisors Network LLC39,492$2.01M0.1%-4.3%0.060%
4/28/2026 Ascentis Independent Advisors8,187$416K0.0%N/A0.013%
4/28/2026 Stephens Inc. AR4,286$218K0.0%N/A0.007%
4/28/2026 Koshinski Asset Management Inc.6,861$349K0.0%-3.5%0.010%
4/28/2026 Meramec Financial Planners LLC99,376$5.07M2.1%+2.0%0.152%
4/28/2026 WBH Advisory Inc.250,366$12.68M0.9%+7.4%0.383%
4/27/2026 Burford Brothers Inc.5,654$287K0.1%N/A0.009%
4/27/2026 Syntegra Private Wealth Group LLC193,452$9.83M0.9%-8.2%0.296%
4/27/2026 IRON Financial LLC69,556$3.54M1.5%+47.0%0.106%
4/27/2026 World Investment Advisors31,322$1.59M0.0%+21.9%0.048%
4/27/2026 Private Advisor Group LLC265,877$13.52M0.1%+6.1%0.407%
4/27/2026 Proathlete Wealth Management LLC159,332$8.12M2.3%+2.2%0.244%
4/27/2026 Elevation Point Wealth Partners LLC32,515$1.65M0.0%N/A0.050%
4/27/2026 Sound Income Strategies LLC504$26K0.0%-58.1%0.001%
4/25/2026 Patten Group Inc.63,912$3.25M0.6%+1.4%0.098%
4/25/2026 Eagle Bluffs Wealth Management LLC14,866$756K0.3%-2.8%0.023%
4/23/2026 Caliber Wealth Management LLC KS91,073$4.63M0.5%+0.8%0.139%
4/23/2026 Members Wealth LLC34,367$1.75M1.0%+29.5%0.053%
4/23/2026 OakTrust Wealth Advisors LLC147,331$7.49M6.8%+4.8%0.225%
4/23/2026 Spinnaker Trust39,424$2.00M0.1%+27.7%0.060%
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4/23/2026 Detalus Advisors LLC10,000$508K0.1%N/A0.015%
4/23/2026 Apollon Financial LLC128,010$6.51M0.9%-2.8%0.196%
4/22/2026 Ifrah Financial Services Inc.179,122$9.11M2.4%-10.0%0.274%
4/22/2026 Patriot Financial Group Insurance Agency LLC107,942$5.49M0.3%+281.0%0.165%
4/22/2026 Janney Montgomery Scott LLC29,170$1.48M0.0%+113.7%0.045%
4/22/2026 Realta Investment Advisors64,756$3.29M1.1%+3.1%0.099%
4/22/2026 Union Bancaire Privee UBP SA286,598$14.54M0.2%-0.9%0.438%
4/22/2026 Keystone Financial Group Inc.3,796$193K0.1%-93.5%0.006%
4/20/2026 Kestra Private Wealth Services LLC38,985$1.98M0.0%-15.0%0.060%
4/20/2026 MBM Wealth Consultants LLC337,510$17.16M3.9%+14.7%0.516%


NEAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 432 institutional investors and hedge funds held shares of iShares Short Duration Bond Active ETF. The most heavily invested institutionals were Morgan Stanley ($167.03M), Bramshill Investments LLC ($162.81M), Clearwater Capital Advisors LLC ($158.49M), Bank of America Corp DE ($155.53M), Wells Fargo & Company MN ($137.69M), LPL Financial LLC ($135.71M), and UBS Group AG ($82.44M).Learn more on iShares Short Duration Bond Active ETF's institutional investors.

Of the 368 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: Northwestern Mutual Wealth Management Co. ($3.73M), Raymond James Financial Inc. ($1.43M), Ameriprise Financial Inc. ($917.70K), NewEdge Advisors LLC ($871.39K), Axxcess Wealth Management LLC ($829.85K), Summit Financial LLC ($718.51K), and Corient Private Wealth LLC ($612.91K).

Institutional investors have bought a total of 13,020,603 shares in the last 24 months. This purchase volume represents approximately $665.25M in transactions.

Of the 146 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: DT Investment Partners LLC ($346.40K), NewEdge Advisors LLC ($315.40K), Members Advisory Group LLC ($263.30K), Corient Private Wealth LP ($243.30K), Stifel Financial Corp ($171.80K), Summit Financial LLC ($162.40K), and CWM LLC ($149.63K).

Institutional investors have sold a total of 2,948,701 shares in the last 24 months. This volume of shares sold represents approximately $150.54M in transactions.


Related Companies

Institutional ownership data for BATS:NEAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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