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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.53 0.00 (0.00%)
As of 07/2/2026 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)
278
Total
Institutional Inflows
(last 12 months)
$764.01M
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$214.01M
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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
6/3/2026Parallel Advisors LLC7,354$374K0.0%+5.5%0.011%
6/3/2026NewEdge Advisors LLC914,401$46.48M0.2%+94.9%1.398%
6/1/2026Integrated Investment Consultants LLC444,331$22.59M4.8%+9.9%0.679%
5/19/2026Bank of America Corp DE3,059,416$155.53M0.0%+4.0%4.678%
5/19/2026Arkadios Wealth Advisors35,612$1.81M0.0%+295.9%0.054%
5/18/2026EverSource Wealth Advisors LLC43,230$2.20M0.1%+13.8%0.066%
5/18/2026Core Wealth Advisors Inc.30,293$1.54M0.4%+75.2%0.046%
5/18/2026Royal Bank of Canada723,098$36.76M0.0%+26.9%1.106%
5/15/2026FreeGulliver LLC31,249$1.59M0.7%N/A0.048%
5/15/2026Waverly Advisors LLC298,806$15.19M0.1%+15.2%0.457%
5/13/2026Cetera Investment Advisers1,413,521$71.86M0.1%+11.1%2.161%
5/13/2026Clearwater Capital Advisors LLC3,117,801$158.49M12.8%+6.6%4.767%
5/8/2026PNC Financial Services Group Inc.29,902$1.52M0.0%-8.7%0.046%
5/8/2026Maimon Wealth Management LTD.163,160$8.28M7.3%+6.9%0.249%
5/7/2026Lowe Brockenbrough & Co. Inc.129,919$6.60M0.3%-1.4%0.199%
5/7/2026Parallel Advisors LLC7,354$374K0.0%+5.5%0.011%
5/7/2026Finhabits Advisors LLC35,448$1.80M1.7%+5.7%0.054%
5/6/2026Independent Financial Group LLC21,912$1.11M0.0%N/A0.034%
5/5/2026Lane Brothers & Co. Inc.17,676$899K0.7%+1.5%0.027%
5/5/2026Gentry Private Wealth LLC48,200$2.45M1.5%+2.6%0.074%
5/5/2026Journey Advisory Group LLC13,960$710K0.1%+46.6%0.021%
5/5/2026Geneos Wealth Management Inc.1,722$88K0.0%-24.9%0.003%
5/5/2026Sanctuary Advisors LLC114,616$5.83M0.0%+1.7%0.175%
5/5/2026Sigma Planning Corp80,055$4.07M0.1%+11.2%0.122%
5/4/2026Objective Capital Management LLC19,187$975K1.0%+27.4%0.029%
5/4/2026Chicago Partners Investment Group LLC9,021$459K0.0%-10.7%0.014%
5/4/2026Uptick Partners LLC10,888$553K0.1%N/A0.017%
5/2/2026International Assets Investment Management LLC12,643$640K0.0%+23.7%0.019%
5/2/2026Strategic Wealth Advisors LLC10,924$555K0.4%+70.1%0.017%
5/1/2026Fifth Third Bancorp15,517$789K0.0%N/A0.024%
5/1/2026Beirne Wealth Consulting Services LLC8,817$448K0.1%+12.4%0.013%
4/30/2026Beacon Financial Group12,321$626K0.1%-13.7%0.019%
4/30/2026Kestra Advisory Services LLC180,072$9.15M0.0%+117.4%0.275%
4/30/2026Staley Capital Advisers Inc.119,430$6.07M0.3%-0.7%0.183%
4/29/2026Axxcess Wealth Management LLC307,924$15.65M0.5%+29.1%0.471%
4/29/2026Red Crane Wealth Management LLC37,257$1.89M1.6%-17.7%0.057%
4/29/2026Integrated Advisors Network LLC39,492$2.01M0.1%-4.3%0.060%
4/28/2026Ascentis Independent Advisors8,187$416K0.0%N/A0.013%
4/28/2026Stephens Inc. AR4,286$218K0.0%N/A0.007%
4/28/2026Koshinski Asset Management Inc.6,861$349K0.0%-3.5%0.010%
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4/28/2026Meramec Financial Planners LLC99,376$5.07M2.1%+2.0%0.152%
4/28/2026WBH Advisory Inc.250,366$12.68M0.9%+7.4%0.383%
4/27/2026Burford Brothers Inc.5,654$287K0.1%N/A0.009%
4/27/2026Syntegra Private Wealth Group LLC193,452$9.83M0.9%-8.2%0.296%
4/27/2026IRON Financial LLC69,556$3.54M1.5%+47.0%0.106%
4/27/2026World Investment Advisors31,322$1.59M0.0%+21.9%0.048%
4/27/2026Private Advisor Group LLC265,877$13.52M0.1%+6.1%0.407%
4/27/2026Proathlete Wealth Management LLC159,332$8.12M2.3%+2.2%0.244%
4/27/2026Elevation Point Wealth Partners LLC32,515$1.65M0.0%N/A0.050%
4/27/2026Sound Income Strategies LLC504$26K0.0%-58.1%0.001%
4/25/2026Patten Group Inc.63,912$3.25M0.6%+1.4%0.098%
4/25/2026Eagle Bluffs Wealth Management LLC14,866$756K0.3%-2.8%0.023%
4/23/2026Caliber Wealth Management LLC KS91,073$4.63M0.5%+0.8%0.139%
4/23/2026Members Wealth LLC34,367$1.75M1.0%+29.5%0.053%
4/23/2026OakTrust Wealth Advisors LLC147,331$7.49M6.8%+4.8%0.225%
4/23/2026Spinnaker Trust39,424$2.00M0.1%+27.7%0.060%
4/23/2026Detalus Advisors LLC10,000$508K0.1%N/A0.015%
4/23/2026Apollon Financial LLC128,010$6.51M0.9%-2.8%0.196%
4/22/2026Ifrah Financial Services Inc.179,122$9.11M2.4%-10.0%0.274%
4/22/2026Patriot Financial Group Insurance Agency LLC107,942$5.49M0.3%+281.0%0.165%
4/22/2026Janney Montgomery Scott LLC29,170$1.48M0.0%+113.7%0.045%
4/22/2026Realta Investment Advisors64,756$3.29M1.1%+3.1%0.099%
4/22/2026Union Bancaire Privee UBP SA286,598$14.54M0.2%-0.9%0.438%
4/22/2026Keystone Financial Group Inc.3,796$193K0.1%-93.5%0.006%
4/20/2026Kestra Private Wealth Services LLC38,985$1.98M0.0%-15.0%0.060%
4/20/2026MBM Wealth Consultants LLC337,510$17.16M3.9%+14.7%0.516%
4/20/2026Live Oak Private Wealth LLC19,254$979K0.1%-5.8%0.029%
4/20/2026Joel Adams & Associates Inc.27,410$1.39M1.0%+4.6%0.042%
4/17/2026Forbes Financial Planning Inc.16,381$833K0.5%-13.9%0.025%
4/17/2026Sovereign Financial Group Inc.62,675$3.19M0.6%+5.8%0.096%
4/17/2026AdvisorNet Financial Inc3,238$165K0.0%+10.5%0.005%
4/17/2026Summit Wealth Partners LLC7,284$370K0.1%-15.8%0.011%
4/17/2026Paragon Capital Management Inc.4,716$240K0.2%-9.0%0.007%
4/17/2026Financial Management Network Inc.113,671$5.77M0.9%-6.5%0.174%
4/17/2026Kure Advisory LLC89,641$4.56M2.5%+5.3%0.137%
4/17/2026Values First Advisors Inc.91,733$4.66M2.4%+2.2%0.140%
4/17/2026Clark Asset Management LLC14,135$719K0.1%N/A0.022%
4/17/2026FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,530$332K0.1%-43.0%0.010%
4/17/2026Brookstone Capital Management47,782$2.43M0.0%-2.5%0.073%
4/16/2026Allegheny Financial Group5,056$257K0.0%N/A0.008%
4/16/2026Montecito Bank & Trust111,566$5.67M0.9%-2.3%0.171%
3/17/2026Rockefeller Capital Management L.P.75,362$3.85M0.0%+21.4%0.115%
3/13/2026Lane Brothers & Co. Inc.17,416$890K0.6%N/A0.027%
3/13/2026World Investment Advisors25,689$1.31M0.0%+28.0%0.039%
3/4/2026Stenger 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%
2/27/2026OakTrust Wealth Advisors LLC140,643$7.19M6.6%N/A0.215%
2/24/2026Lynch Investment Planning LLC17,993$919K0.9%N/A0.028%
2/19/2026Michels Family Financial LLC23,307$1.19M0.9%-3.1%0.036%
2/19/2026Axxcess Wealth Management LLC238,596$12.19M0.1%+23.1%0.365%
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2/19/2026Birchwood Financial Partners Inc.3,877$198K0.2%N/A0.006%
2/18/2026Valley Financial Group Inc.9,064$463K0.3%-18.6%0.014%
2/18/2026Beacon Pointe Advisors LLC43,319$2.21M0.0%+169.6%0.066%
2/18/2026EP Wealth Advisors LLC8,008$409K0.0%N/A0.012%
2/18/2026NewEdge Advisors LLC469,238$23.98M0.1%+19.6%0.717%
2/18/2026KKM Financial LLC70,644$3.61M0.6%+8.9%0.108%
2/18/2026Gotham Asset Management LLC200,210$10.23M0.0%+22.9%0.306%
2/18/2026Brooks Moore & Associates Inc.43,903$2.24M1.1%+175.7%0.067%
2/17/2026Integrated Advisors Network LLC41,254$2.11M0.1%+18.8%0.063%
2/17/2026Cetera Investment Advisers1,271,898$64.99M0.1%+13.8%1.945%


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), 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 14,950,520 shares in the last 24 months. This purchase volume represents approximately $764.01M in transactions.

Of the 170 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 4,185,802 shares in the last 24 months. This volume of shares sold represents approximately $214.01M in transactions.


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This page (BATS:NEAR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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