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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.65 0.00 (0.00%)
As of 05/22/2026 04:10 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)
279
Total
Institutional Inflows
(last 12 months)
$739.53M
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$214.07M
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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
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%
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%
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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%
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%
4/20/2026 Live Oak Private Wealth LLC19,254$979K0.1%-5.8%0.029%
4/20/2026 Joel Adams & Associates Inc.27,410$1.39M1.0%+4.6%0.042%
4/17/2026 Forbes Financial Planning Inc.16,381$833K0.5%-13.9%0.025%
4/17/2026 Sovereign Financial Group Inc.62,675$3.19M0.6%+5.8%0.096%
4/17/2026 AdvisorNet Financial Inc3,238$165K0.0%+10.5%0.005%
4/17/2026 Summit Wealth Partners LLC7,284$370K0.1%-15.8%0.011%
4/17/2026 Paragon Capital Management Inc.4,716$240K0.2%-9.0%0.007%
4/17/2026 Financial Management Network Inc.113,671$5.77M0.9%-6.5%0.174%
4/17/2026 Kure Advisory LLC89,641$4.56M2.5%+5.3%0.137%
4/17/2026 Values First Advisors Inc.91,733$4.66M2.4%+2.2%0.140%
4/17/2026 Clark Asset Management LLC14,135$719K0.1%N/A0.022%
4/17/2026 FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,530$332K0.1%-43.0%0.010%
4/17/2026 Brookstone Capital Management47,782$2.43M0.0%-2.5%0.073%
4/16/2026 Allegheny Financial Group5,056$257K0.0%N/A0.008%
4/16/2026 Montecito Bank & Trust111,566$5.67M0.9%-2.3%0.171%
3/17/2026 Rockefeller Capital Management L.P.75,362$3.85M0.0%+21.4%0.115%
3/13/2026 Lane Brothers & Co. Inc.17,416$890K0.6%N/A0.027%
3/13/2026 World Investment Advisors25,689$1.31M0.0%+28.0%0.039%
3/4/2026 Stenger Family Office LLC53,286$2.66M0.6%-5.2%0.081%
3/3/2026Integrated Investment Consultants LLC404,474$20.67M4.1%+14.3%0.618%
2/27/2026 OakTrust Wealth Advisors LLC140,643$7.19M6.6%N/A0.215%
2/24/2026 Lynch Investment Planning LLC17,993$919K0.9%N/A0.028%
2/19/2026 Michels Family Financial LLC23,307$1.19M0.9%-3.1%0.036%
2/19/2026 Axxcess Wealth Management LLC238,596$12.19M0.1%+23.1%0.365%
2/19/2026 Birchwood Financial Partners Inc.3,877$198K0.2%N/A0.006%
2/18/2026 Valley Financial Group Inc.9,064$463K0.3%-18.6%0.014%
2/18/2026 Beacon Pointe Advisors LLC43,319$2.21M0.0%+169.6%0.066%
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2/18/2026 EP Wealth Advisors LLC8,008$409K0.0%N/A0.012%
2/18/2026 NewEdge Advisors LLC469,238$23.98M0.1%+19.6%0.717%
2/18/2026 KKM Financial LLC70,644$3.61M0.6%+8.9%0.108%
2/18/2026 Gotham Asset Management LLC200,210$10.23M0.0%+22.9%0.306%
2/18/2026 Brooks Moore & Associates Inc.43,903$2.24M1.1%+175.7%0.067%
2/17/2026 Integrated Advisors Network LLC41,254$2.11M0.1%+18.8%0.063%
2/17/2026 Cetera Investment Advisers1,271,898$64.99M0.1%+13.8%1.945%
2/17/2026 Equitable Holdings Inc.9,986$510K0.0%+13.8%0.015%
2/17/2026 Kovack Advisors Inc.65,985$3.37M0.2%+1,097.5%0.101%
2/17/2026 GeoWealth Management LLC51,438$2.63M0.1%-3.4%0.079%


NEAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 429 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 363 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), Axxcess Wealth Management LLC ($829.85K), Summit Financial LLC ($718.51K), Corient Private Wealth LLC ($612.91K), and Cetera Investment Advisers ($584.98K).

Institutional investors have bought a total of 14,468,822 shares in the last 24 months. This purchase volume represents approximately $739.53M in transactions.

Of the 171 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), DT Investment Partners LLC ($346.40K), Members Advisory Group LLC ($320.23K), Stifel Financial Corp ($171.80K), Summit Financial LLC ($162.40K), and CWM LLC ($149.63K).

Institutional investors have sold a total of 4,186,936 shares in the last 24 months. This volume of shares sold represents approximately $214.07M in transactions.


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This page (BATS:NEAR) was last updated on 5/26/2026 by MarketBeat.com Staff.
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