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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$49.84 -0.10 (-0.19%)
As of 01:46 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)
243
Total
Institutional Inflows
(last 12 months)
$761.18M
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$126.08M
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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
11/12/2026Daybright Advisory Services Inc.42,416$2.12M0.5%+29.4%0.041%
11/11/2026 GW&K Investment Management LLC6,030$301K0.0%-36.8%0.006%
11/11/2026 Private Advisor Group LLC188,232$9.39M0.0%+2.9%0.181%
11/11/2026 Focus Advisor Solutions LLC31,080$1.55M0.0%N/A0.030%
11/10/2026 FreeGulliver LLC29,316$1.46M0.7%+5.2%0.028%
11/10/2026 Global Retirement Partners LLC15,525$770K0.0%+16.2%0.015%
11/10/2026 Rollins Financial Advisors LLC159,677$7.96M1.0%+6.9%0.153%
11/10/2026 Finhabits Advisors LLC43,476$2.17M1.8%+5.0%0.042%
11/10/2026 HighTower Advisors LLC1,306,311$65.13M0.1%N/A1.254%
11/9/2026 Meramec Financial Planners LLC112,227$5.62M1.8%+8.6%0.108%
11/9/2026 Harbour Investments Inc.20,236$1.01M0.0%-14.6%0.019%
11/9/2026 IFG Advisory LLC2,771$138K0.0%-40.3%0.003%
11/7/2026 Luken Investment Analytics LLC21,785$1.09M0.4%+11.8%0.021%
11/7/2026 Clearwater Capital Advisors LLC3,323,937$165.73M12.0%+2.3%3.191%
11/6/2026 Stonebridge Financial Planning Group LLC10,142$506K0.2%+40.1%0.010%
11/6/2026 Money Concepts Capital Corp5,808$290K0.0%N/A0.006%
11/6/2026 Strategic Wealth Advisors LLC11,699$583K0.4%+82.2%0.011%
11/6/2026 Fifth Third Bancorp6,550$327K0.0%-47.2%0.006%
11/5/2026 Alexander Randolph Advisory Inc.512,808$25.57M20.5%N/A0.492%
11/4/2026 AlphaCore Capital LLC99,829$4.98M0.1%-2.0%0.153%
11/3/2026 StoneX Group Inc.13,279$669K0.0%+136.2%0.020%
11/3/2026 American Institute for Advanced Investment Management LLP24,125$1.20M0.7%+19.8%0.037%
11/3/2026 Parallel Advisors LLC17,837$889K0.0%+71.1%0.027%
11/3/2026 Guidance Capital Inc.32,292$1.61M0.4%+1.5%0.049%
11/3/2026 International Assets Investment Management LLC8,870$442K0.0%-10.1%0.014%
11/3/2026 Heritage Family Offices LLP830$41K0.0%N/A0.001%
11/2/2026 Westside Investment Management Inc.29,450$1.47M0.2%-4.6%0.045%
11/2/2026 Horizon Wealth Management LLC37,949$1.89M0.2%N/A0.058%
11/2/2026 Kestra Advisory Services LLC157,499$7.85M0.0%+26.5%0.241%
11/2/2026 Claro Advisors Inc.28,488$1.42M0.1%+9.9%0.044%
11/2/2026 Brady Family Wealth LLC93,218$4.65M1.4%+9.8%0.143%
11/2/2026 Commonwealth Equity Services LLC543,378$27.09M0.0%N/A0.831%
10/31/2026 Chicago Partners Investment Group LLC11,107$556K0.0%+9.4%0.017%
10/31/2026 Kelleher Financial Advisors500$25K0.0%-50.0%0.001%
10/30/2026 Provenance Wealth Advisors LLC16,341$815K0.0%N/A0.025%
10/30/2026 Integrity Alliance LLC.171,123$8.53M0.3%-51.2%0.262%
10/30/2026 Integrity Advisory Solutions LLC10,694$533K0.1%+12.4%0.016%
10/30/2026 Elevate Wealth Advisory Inc.33,973$1.69M0.9%+134.4%0.052%
10/29/2026 Landaas & Co. WI ADV106,882$5.33M0.9%+78.8%0.163%
10/29/2026 Vise Technologies Inc.46,924$2.34M0.0%+8.4%0.072%
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10/29/2026 MGO One Seven LLC39,133$1.95M0.0%+38.4%0.060%
10/29/2026 Americana Partners LLC1,188,172$59.24M1.3%+0.5%1.817%
10/29/2026 Avestar Capital LLC4,275$213K0.0%-42.4%0.007%
10/28/2026 International Assets Investment Management LLC38,033$1.90M0.0%+285.5%0.058%
10/28/2026 Lebenthal Global Advisors LLC19,605$978K0.1%-1.8%0.030%
10/28/2026 Partners Wealth Management LLC43,314$2.16M0.2%N/A0.066%
10/28/2026 Soltis Investment Advisors LLC10,267$512K0.0%N/A0.016%
10/28/2026 Blueprint Investment Partners LLC74,410$3.71M0.3%+16.5%0.114%
10/28/2026 Blueprint Financial Advisors LLC74,410$3.71M0.4%+16.5%0.114%
10/28/2026 Elwood & Goetz Wealth Advisory Group LLC12,302$613K0.1%N/A0.019%
10/28/2026 Foundry Financial Group Inc.20,849$1.04M0.4%N/A0.032%
10/27/2026 Lynch Investment Planning LLC23,396$1.17M0.9%-7.3%0.036%
10/27/2026 Pflug Koory LLC36,434$1.82M0.7%+0.9%0.056%
10/26/2026 Oppenheimer & Co. Inc.320,873$16.00M0.2%N/A0.491%
10/26/2026 Verdence Capital Advisors LLC155,477$7.75M0.3%N/A0.238%
10/26/2026 Patton Albertson Miller Group LLC4,087$204K0.0%-9.6%0.006%
10/24/2026 Sigma Planning Corp88,351$4.41M0.1%N/A0.135%
10/24/2026 IRON Financial LLC74,260$3.70M1.5%+0.6%0.114%
10/24/2026 Valley National Advisers Inc.227,787$11.36M1.3%N/A0.348%
10/23/2026 Forbes Financial Planning Inc.14,975$747K0.4%-4.6%0.023%
10/23/2026 Bond & Devick Financial Network Inc.194,978$9.72M2.3%+22.5%0.298%
10/23/2026 Cross Staff Investments Inc7,938$396K0.2%+7.4%0.012%
10/22/2026 Darrow Company Inc.16,213$808K0.3%+16.0%0.025%
10/22/2026 Visionary Horizons LLC36,593$1.83M0.8%+9.6%0.056%
10/22/2026 Brookstone Capital Management63,940$3.19M0.0%+46.7%0.098%
10/22/2026 FARMERS & MERCHANTS TRUST Co OF LONG BEACH7,331$366K0.1%+40.1%0.011%
10/22/2026 Kachkovsky & Fisher Inc.7,666$382K0.3%+6.0%0.012%
10/21/2026 Axxcess Wealth Management LLC324,781$16.19M0.7%-13.0%0.497%
10/21/2026 Kraft Davis & Associates LLC265,590$13.26M2.8%+2.5%0.406%
10/21/2026 Fifth Third Securities Inc.12,175$607K0.0%-42.4%0.019%
10/21/2026 Sowell Financial Services LLC16,972$846K0.0%+102.0%0.026%
10/21/2026 Eagle Harbor Asset Management Inc. ADV11,540$575K0.4%N/A0.018%
10/21/2026 Pinnacle Associates Ltd.7,327$365K0.0%+22.9%0.011%
10/21/2026 Integrated Advisors Network LLC43,731$2.18M0.1%-0.9%0.067%
10/20/2026 Secure Asset Management LLC88,241$4.40M0.6%+26.0%0.135%
10/19/2026 Novem Group18,962$945K0.1%+5.4%0.029%
10/19/2026 Optivise Advisory Services LLC66,049$3.29M1.6%-8.3%0.101%
10/17/2026 IFP Advisors Inc9,966$497K0.0%+11.1%0.015%
10/16/2026 Selby Wealth Management LLC169,610$8.46M3.1%+5.2%0.259%
10/16/2026 Perryman Financial Advisory Inc. AD13,442$670K0.1%+4.9%0.021%
10/16/2026 Stanich Group LLC12,899$643K0.3%N/A0.020%
10/16/2026 North Capital Inc.16,816$839K0.6%+21.2%0.026%
10/16/2026 Patriot Investment Management Group Inc.4,853$242K0.0%+16.9%0.007%
10/16/2026 Iams Wealth Management LLC14,100$703K0.2%N/A0.022%
10/15/2026 Blueline Advisors LLC5,703$284K0.2%-8.6%0.009%
10/15/2026 WealthPlan Investment Management LLC28,684$1.43M0.1%+0.8%0.044%
10/15/2026 Mather Group LLC.761$38K0.0%N/A0.001%
10/15/2026 First Pacific Financial170,696$8.51M0.9%N/A0.261%
10/15/2026 Weil Company Inc.655,092$32.66M5.8%+12.2%1.002%
10/14/2026 Focus Financial Network Inc.97,708$4.87M0.1%+12.7%0.149%
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10/14/2026 Red Crane Wealth Management LLC24,628$1.23M0.9%-21.5%0.038%
10/14/2026 Keystone Financial Group Inc.1,936$97K0.0%-41.3%0.003%
10/14/2026 Ifrah Financial Services Inc.184,230$9.19M2.3%+1.8%0.282%
10/14/2026 B. Riley Wealth Advisors Inc.4,435$221K0.0%-4.8%0.007%
10/13/2026 Steel Grove Capital Advisors LLC34,352$1.71M0.1%+6.6%0.053%
10/13/2026 JGP Wealth Management LLC15,771$786K0.1%-1.7%0.024%
10/9/2026 Castle Rock Wealth Management LLC43,424$2.16M0.4%-3.1%0.066%
10/9/2026 First Heartland Consultants Inc.4,789$239K0.0%-36.1%0.007%
10/8/2026 Kure Advisory LLC101,830$5.08M2.3%+3.3%0.156%
10/8/2026 Aletheian Wealth Advisors LLC24,996$1.25M0.5%+9.4%0.038%


NEAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 453 institutional investors and hedge funds held shares of iShares Short Duration Bond Active ETF. The most heavily invested institutionals were Morgan Stanley ($167.03M), Clearwater Capital Advisors LLC ($165.73M), Bramshill Investments LLC ($162.81M), 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 382 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), HighTower Advisors LLC ($1.33M), Ameriprise Financial Inc. ($917.70K), NewEdge Advisors LLC ($871.39K), Axxcess Wealth Management LLC ($742.68K), and Summit Financial LLC ($718.51K).

Institutional investors have bought a total of 15,005,106 shares in the last 24 months. This purchase volume represents approximately $761.18M in transactions.

Of the 133 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: NewEdge Advisors LLC ($315.40K), Members Advisory Group LLC ($244.23K), Corient Private Wealth LP ($243.30K), Integrity Alliance LLC. ($179.21K), Stifel Financial Corp ($171.80K), Summit Financial LLC ($162.40K), and LPL Financial LLC ($144.79K).

Institutional investors have sold a total of 2,479,526 shares in the last 24 months. This volume of shares sold represents approximately $126.08M 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 11/12/2026. New 13F filings are added each quarter as they're published.
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