Go Pro
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free NEAR Stock Alerts

iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.44 +0.05 (+0.10%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
268
Total
Institutional Inflows
(last 12 months)
$747.33M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$207.27M
Get NEAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Short Duration Bond Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

NEAR Institutional Buying and Selling by Quarter

iShares Short Duration Bond Active ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/3/2026Parallel 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%
5/6/2026 Independent 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%
5/4/2026 Objective Capital Management LLC19,187$975K1.0%+27.4%0.029%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
5/2/2026 International 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%
5/1/2026 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%
4/30/2026Kestra 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%
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%
4/27/2026 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%
4/27/2026World Investment Advisors31,322$1.59M0.0%+21.9%0.048%
4/27/2026Private Advisor Group LLC265,877$13.52M0.1%+6.1%0.407%
4/27/2026 Proathlete 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%
4/27/2026 Sound 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%
4/23/2026 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%
4/23/2026OakTrust 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%
4/23/2026 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%
4/22/2026Janney 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%
4/20/2026Kestra 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%
4/20/2026 Live 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%
4/17/2026 Forbes 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%
4/17/2026 AdvisorNet Financial Inc3,238$165K0.0%+10.5%0.005%
4/17/2026Summit 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%
4/17/2026Financial 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
4/17/2026Values 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%
4/17/2026FARMERS & 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%
3/17/2026Rockefeller 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%
3/4/2026 Stenger Family Office LLC53,286$2.66M0.6%-5.2%0.081%


NEAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 428 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 365 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 14,624,557 shares in the last 24 months. This purchase volume represents approximately $747.33M in transactions.

Of the 165 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 4,054,058 shares in the last 24 months. This volume of shares sold represents approximately $207.27M in transactions.


Related Companies

This page (BATS:NEAR) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel