BlackRock Short Duration Bond ETF (NEAR) Institutional Ownership

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Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 44
Total Institutional Inflows (last 12 months): $50.38M

Number of Institutional Sellers (last 12 months): 40
Total Institutional Outflows (last 12 months): $52.75M

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NEAR Institutional Buying and Selling by Quarter

Ad Behind the Markets

Tiny Biotech Stock Wins $75 Billion Patent

A little-known biotech has been quietly working on revolutionary treatments for neurodegenerative diseases. Most people have never heard of them... but those in the know have been taking notice. Jeff Bezos cut them a check for $130 million. Fidelity Biosciences for a further $217 million. They've even had several collaborative partnerships with much larger companies like Biogen, Sanofi, and Takeda.

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BlackRock Short Duration Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/19/2024	Westside Investment Management Inc.	28,900	$1.46M	0.3%	+27.9%	0.048%
4/16/2024	Indiana Trust & Investment Management CO	1,584	$80K	0.0%	-29.1%	0.003%
4/15/2024	DGS Capital Management LLC	4,883	$246K	0.1%	+7.2%	0.008%
4/9/2024	Montecito Bank & Trust	129,101	$6.51M	1.3%	-1.7%	0.179%
4/5/2024	NBC Securities Inc.	5,067	$255K	0.0%	-19.2%	0.007%
2/20/2024	Able Wealth Management LLC	977	$49K	0.0%	N/A	0.001%
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2/15/2024	Baird Financial Group Inc.	29,666	$1.50M	0.0%	+1.3%	0.041%
2/14/2024	Vermillion & White Wealth Management Group LLC	1,421	$72K	0.1%	N/A	0.002%
2/12/2024	Staley Capital Advisers Inc.	111,150	$5.62M	0.3%	+17.2%	0.154%
2/12/2024	Parallel Advisors LLC	26,932	$1.36M	0.0%	+18.5%	0.037%
2/9/2024	Cassady Schiller Wealth Management LLC	127,350	$6.43M	3.2%	+51.2%	0.176%
2/9/2024	Tidemark LLC	917	$46K	0.0%	N/A	0.001%
2/9/2024	InterOcean Capital Group LLC	244,387	$12.35M	0.3%	-4.6%	0.338%
2/8/2024	Laffer Tengler Investments Inc.	11,761	$594K	0.2%	+25.0%	0.016%
2/7/2024	One Capital Management LLC	4,590	$232K	0.0%	-7.6%	0.006%
2/7/2024	NBC Securities Inc.	6,274	$316K	0.0%	-10.0%	0.009%
2/7/2024	Cary Street Partners Investment Advisory LLC	25,891	$1.31M	0.1%	-7.6%	0.036%
2/7/2024	BNP Paribas Financial Markets	20,636	$1.04M	0.0%	+66.1%	0.029%
2/7/2024	Pinnacle Wealth Management Advisory Group LLC	59,888	$3.03M	0.4%	+18.7%	0.083%
2/6/2024	Rollins Financial	87,556	$4.42M	0.9%	+15.5%	0.121%
2/5/2024	Cary Street Partners Investment Advisory LLC	38,357	$1.92M	0.6%	+36.9%	0.053%
2/5/2024	White Pine Capital LLC	18,829	$951K	0.4%	-30.7%	0.026%
2/2/2024	Spinnaker Trust	29,830	$1.51M	0.1%	-19.4%	0.041%
1/25/2024	SOL Capital Management CO	10,025	$506K	0.1%	-3.8%	0.014%
1/24/2024	Private Trust Co. NA	2,380	$120K	0.0%	-12.9%	0.003%
1/23/2024	Indiana Trust & Investment Management CO	2,234	$113K	0.1%	-22.5%	0.003%
1/23/2024	Integrated Investment Consultants LLC	7,149	$361K	0.1%	N/A	0.010%
1/16/2024	Rosenberg Matthew Hamilton	32,235	$1.63M	0.5%	-6.9%	0.045%
1/12/2024	Westside Investment Management Inc.	22,600	$1.14M	0.3%	-13.7%	0.031%
1/11/2024	First Citizens Financial Corp	21,914	$1.11M	0.7%	+8.5%	0.030%
1/10/2024	Sugarloaf Wealth Management LLC	19,486	$984K	0.2%	-20.7%	0.027%
1/5/2024	Montecito Bank & Trust	131,372	$6.64M	1.4%	-0.7%	0.182%
11/16/2023	Westside Investment Management Inc.	26,200	$1.31M	0.4%	-21.0%	0.036%
11/15/2023	Industrial Alliance Investment Management Inc.	18,349	$915K	0.5%	+130.0%	0.025%
11/14/2023	Staley Capital Advisers Inc.	94,850	$4.73M	0.3%	-40.3%	0.131%
11/13/2023	Cary Street Partners Investment Advisory LLC	28,022	$1.40M	0.1%	+4.6%	0.039%
11/13/2023	Bramshill Investments LLC	2,062,389	$102.89M	12.0%	-0.8%	2.856%
11/9/2023	Rollins Financial	75,820	$3.78M	0.9%	+61.8%	0.105%
11/9/2023	One Capital Management LLC	4,970	$248K	0.0%	+22.1%	0.007%
11/8/2023	Spinnaker Trust	37,000	$1.85M	0.1%	-39.4%	0.051%
Tiny Biotech Stock Wins $75 Billion Patent (Ad) A little-known biotech has been quietly working on revolutionary treatments for neurodegenerative diseases. Most people have never heard of them... but those in the know have been taking notice. Jeff Bezos cut them a check for $130 million. Fidelity Biosciences for a further $217 million. They've even had several collaborative partnerships with much larger companies like Biogen, Sanofi, and Takeda. Find out more here >>>
11/7/2023	Financial Sense Advisors Inc.	4,120	$206K	0.1%	N/A	0.006%
11/6/2023	Sigma Planning Corp	21,232	$1.06M	0.0%	+5.9%	0.029%
11/6/2023	Smithfield Trust Co	102,027	$5.09M	0.3%	-2.1%	0.141%
11/6/2023	Ifrah Financial Services Inc.	171,649	$8.56M	2.7%	+1.4%	0.238%
11/6/2023	NTV Asset Management LLC	9,670	$482K	0.1%	-2.5%	0.013%
11/4/2023	NBC Securities Inc.	6,973	$347K	0.0%	N/A	0.010%
10/25/2023	Pinnacle Wealth Management Advisory Group LLC	50,433	$2.52M	0.3%	+6.6%	0.070%
10/24/2023	Bank of New York Mellon Corp	13,367	$667K	0.0%	+36.3%	0.019%
10/19/2023	SOL Capital Management CO	10,425	$520K	0.1%	-6.1%	0.014%
10/18/2023	Private Trust Co. NA	2,731	$136K	0.0%	-18.5%	0.004%
10/16/2023	Montecito Bank & Trust	132,349	$6.60M	1.5%	-1.6%	0.183%
10/13/2023	First Citizens Financial Corp	20,189	$1.01M	0.7%	N/A	0.028%
10/11/2023	Rosenberg Matthew Hamilton	34,623	$1.73M	0.6%	-90.0%	0.048%
10/10/2023	Indiana Trust & Investment Management CO	2,884	$144K	0.1%	N/A	0.004%
9/21/2023	Baystate Wealth Management LLC	47,322	$2.35M	0.2%	+4,732,100.0%	0.066%
8/15/2023	Staley Capital Advisers Inc.	158,950	$7.90M	0.4%	-1.4%	0.220%
8/15/2023	Integrated Wealth Concepts LLC	4,118	$205K	0.0%	N/A	0.006%
8/15/2023	Formidable Asset Management LLC	4,476	$223K	0.0%	-4.4%	0.006%
8/15/2023	Captrust Financial Advisors	1,074,284	$53.41M	0.2%	-5.4%	1.488%
8/15/2023	Industrial Alliance Investment Management Inc.	7,978	$397K	0.2%	-89.0%	0.011%
8/14/2023	United Capital Financial Advisers LLC	52,856	$2.63M	0.0%	-5.0%	0.073%
8/11/2023	Baird Financial Group Inc.	27,469	$1.37M	0.0%	-5.6%	0.038%
8/11/2023	JPMorgan Chase & Co.	53,301	$2.65M	0.0%	+24,923.9%	0.074%
8/10/2023	Bessemer Group Inc.	10,100	$502K	0.0%	-81.3%	0.014%
8/10/2023	Cary Street Partners Asset Management LLC	5,123	$255K	0.0%	-13.6%	0.007%
8/10/2023	Cary Street Partners Investment Advisory LLC	26,779	$1.33M	0.1%	-5.3%	0.037%
8/9/2023	BNP Paribas Arbitrage SNC	25,381	$1.26M	0.0%	N/A	0.035%
8/9/2023	Flow Traders U.S. LLC	78,678	$3.91M	0.2%	+1,080.3%	0.109%
8/8/2023	Rollins Financial	46,855	$2.33M	0.6%	+103.2%	0.065%
8/3/2023	Atria Wealth Solutions Inc.	28,258	$1.41M	0.0%	-51.9%	0.039%
8/3/2023	Larson Financial Group LLC	8,839	$439K	0.0%	+3.7%	0.012%
8/3/2023	Crestone Asset Management LLC	270,037	$13.43M	3.0%	-7.5%	0.374%
8/3/2023	Dynamic Advisor Solutions LLC	72,073	$3.58M	0.2%	+1,214.2%	0.100%
8/3/2023	CWM LLC	47,780	$2.38M	0.0%	-7.0%	0.066%
8/3/2023	Bank of New York Mellon Corp	9,810	$488K	0.0%	-19.6%	0.014%
8/2/2023	Baystate Wealth Management LLC	47,322	$2.35M	0.3%	+4,732,100.0%	0.066%
8/1/2023	Cross Staff Investments Inc	13,596	$676K	0.6%	+62.1%	0.019%
8/1/2023	Spinnaker Trust	61,040	$3.04M	0.2%	-26.7%	0.085%
7/31/2023	WealthPLAN Partners LLC	37,148	$1.85M	0.3%	-11.4%	0.051%
7/31/2023	NEIRG Wealth Management LLC	17,561	$873K	0.2%	+1.8%	0.024%
7/28/2023	Private Trust Co. NA	3,352	$167K	0.0%	+510.6%	0.004%
7/27/2023	Next Capital Management LLC	8,975	$446K	0.2%	+29.0%	0.012%
7/27/2023	Horan Securities Inc.	1,015	$50K	0.0%	N/A	0.001%
7/26/2023	Janney Montgomery Scott LLC	4,917	$244K	0.0%	-31.3%	0.006%
7/25/2023	Montecito Bank & Trust	134,490	$6.69M	1.5%	-4.0%	0.177%
7/14/2023	Westside Investment Management Inc.	33,150	$1.65M	0.5%	N/A	0.044%
7/13/2023	Sugarloaf Wealth Management LLC	24,563	$1.22M	0.3%	+49.0%	0.032%
7/11/2023	Castle Rock Wealth Management LLC	43,966	$2.18M	0.7%	+184.2%	0.058%
7/10/2023	Kwmg LLC	231,276	$11.50M	1.4%	+9.7%	0.305%
7/10/2023	Ameliora Wealth Management Ltd.	133,300	$6.63M	4.1%	-3.5%	0.176%
Tiny Biotech Stock Wins $75 Billion Patent (Ad) A little-known biotech has been quietly working on revolutionary treatments for neurodegenerative diseases. Most people have never heard of them... but those in the know have been taking notice. Jeff Bezos cut them a check for $130 million. Fidelity Biosciences for a further $217 million. They've even had several collaborative partnerships with much larger companies like Biogen, Sanofi, and Takeda. Find out more here >>>
7/10/2023	AE Wealth Management LLC	23,913	$1.19M	0.0%	-38.3%	0.032%
7/10/2023	Outlook Wealth Advisors LLC	101,811	$5.06M	1.9%	-5.1%	0.134%
5/15/2023	Washington Trust Bank	29,275	$1.45M	0.2%	-31.6%	0.037%
5/15/2023	Flow Traders U.S. LLC	6,666	$331K	0.0%	-94.3%	0.008%
5/12/2023	OLD Mission Capital LLC	31,873	$1.58M	0.0%	N/A	0.040%
5/12/2023	Cassady Schiller Wealth Management LLC	65,325	$3.24M	1.5%	+86.7%	0.082%
5/12/2023	NewEdge Advisors LLC	138,586	$6.87M	0.1%	+49.1%	0.173%
5/11/2023	Bramshill Investments LLC	2,086,850	$103.51M	12.4%	+8.7%	2.604%
5/11/2023	Somerset Group LLC	8,152	$404K	0.4%	-5.8%	0.010%
5/11/2023	Industrial Alliance Investment Management Inc.	72,561	$3.60M	0.1%	+62.8%	0.091%

(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, 129 institutional investors and hedge funds held shares of BlackRock Short Duration Bond ETF. The most heavily invested institutionals were Bramshill Investments LLC ($102.89M), Wells Fargo & Company MN ($82.39M), Trustcore Financial Services LLC ($65.28M), Captrust Financial Advisors ($53.41M), Royal Bank of Canada ($45.35M), Kore Private Wealth LLC ($26.16M), and Columbia Trust Co 01012016 ($24.75M).Learn more on NEAR's institutional investors.
Which institutional investors have been buying BlackRock Short Duration Bond ETF stock?: Of the 86 institutional investors that purchased BlackRock Short Duration Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bramshill Investments LLC ($984.56K), InterOcean Capital Group LLC ($476.88K), Aaron Wealth Advisors LLC ($212.55K), Flow Traders U.S. LLC ($189.26K), Boulder Wealth Advisors LLC ($167.27K), Royal Bank of Canada ($138.54K), and Montecito Bank & Trust ($113.81K).
How much institutional buying is happening at BlackRock Short Duration Bond ETF?: Institutional investors have bought a total of 3,827,889 shares in the last 24 months. This purchase volume represents approximately $189.43M in transactions.

Which BlackRock Short Duration Bond ETF major shareholders have been selling company stock?: Of the 79 institutional investors that sold BlackRock Short Duration Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($510.84K), InterOcean Capital Group LLC ($348.97K), Rosenberg Matthew Hamilton ($315.63K), Montecito Bank & Trust ($262.38K), UBP Investment Advisors SA ($216.08K), Spinnaker Trust ($166.62K), and Navis Wealth Advisors LLC ($121.02K).
How much institutional selling is happening at BlackRock Short Duration Bond ETF?: Institutional investors have sold a total of 3,533,895 shares in the last 24 months. This volume of shares sold represents approximately $174.80M in transactions.

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This page (BATS:NEAR) was last updated on 4/19/2024 by MarketBeat.com Staff

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BlackRock Short Duration Bond ETF (NEAR) Institutional Ownership

NEAR Institutional Buying and Selling by Quarter

BlackRock Short Duration Bond ETF Major Shareholders & Ownership History

NEAR Institutional Ownership - Frequently Asked Questions

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BlackRock Short Duration Bond ETF (NEAR) Institutional Ownership

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

NEAR Institutional Buying and Selling by Quarter

BlackRock Short Duration Bond ETF Major Shareholders & Ownership History

NEAR Institutional Ownership - Frequently Asked Questions