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iShares Short Duration Bond Active ETF (NEAR) Institutional Ownership

iShares Short Duration Bond Active ETF logo
$50.86 +0.46 (+0.90%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$50.77 -0.09 (-0.19%)
As of 07/11/2025 04:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
213
Total
Institutional Inflows
(last 12 months)
$524.05M
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$169.96M
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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
7/11/2025Windsor Capital Management LLC6,684$342K0.1%-3.5%0.010%
7/10/2025 Arkfeld Wealth Strategies L.L.C.6,396$325K0.1%-87.5%0.010%
7/10/2025 Charter Oak Capital Management LLC6,342$324K0.0%+3.4%0.010%
7/10/2025 Brady Family Wealth LLC89,164$4.56M1.4%+5.9%0.138%
7/10/2025 Klaas Financial Asset Advisors LLC183,938$9.40M1.5%+2.3%0.284%
7/10/2025 Marshall Financial Group LLC4,603$234K0.0%-4.5%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC189,193$9.62M0.0%-11.8%0.292%
7/10/2025 Secure Asset Management LLC18,822$962K0.2%N/A0.029%
7/10/2025 KMG Fiduciary Partners LLC15,215$777K0.1%+40.2%0.024%
7/9/2025 Keystone Wealth Services LLC13,583$694K0.2%N/A0.021%
7/9/2025 Beacon Financial Group15,193$776K0.1%-1.3%0.023%
7/8/2025 RMR Wealth Builders34,473$1.76M0.2%N/A0.053%
7/8/2025 Parallel Advisors LLC9,484$485K0.0%-3.2%0.015%
7/7/2025 New Capital Management LP4,816$246K0.1%-17.9%0.007%
7/7/2025 First Citizens Financial Corp33,156$1.69M0.9%-5.2%0.051%
7/7/2025 Aletheian Wealth Advisors LLC22,007$1.13M0.6%+2.2%0.034%
7/7/2025 Centurion Wealth Management LLC13,090$669K0.2%-2.4%0.020%
7/3/2025 TrueWealth Advisors LLC5,453$279K0.1%+36.3%0.008%
7/3/2025 Sage Capital Advisors llc72,020$3.68M0.9%-0.7%0.111%
7/1/2025 Private Client Services LLC9,120$466K0.2%+32.8%0.014%
5/28/2025Intrua Financial LLC6,446$328K0.0%-8.8%0.010%
5/22/2025Rollins Financial Advisors LLC89,242$4.54M0.8%+12.0%0.141%
5/22/2025WBI Investments LLC6,495$330K0.1%N/A0.010%
5/21/2025Geneos Wealth Management Inc.2,965$151K0.0%+725.9%0.005%
5/20/2025Belpointe Asset Management LLC56,432$2.87M0.1%-3.5%0.089%
5/20/2025Focus Partners Wealth242,516$12.34M0.0%+0.7%0.383%
5/20/2025Integrity Alliance LLC.187,958$9.56M0.4%+30.8%0.297%
5/19/2025Jane Street Group LLC14,760$751K0.0%-84.3%0.023%
5/16/2025Semmax Financial Advisors Inc.167,746$8.52M2.3%+7.9%0.265%
5/16/2025Jones Financial Companies Lllp109,819$5.59M0.0%N/A0.173%
5/16/2025NewEdge Advisors LLC341,718$17.38M0.1%+112.7%0.540%
5/16/2025Integrated Wealth Concepts LLC4,991$254K0.0%-15.0%0.008%
5/16/2025Clark Capital Management Group Inc.11,220$571K0.0%-93.2%0.018%
5/15/2025EP Wealth Advisors LLC6,683$340K0.0%-23.2%0.011%
5/15/2025Core Wealth Advisors Inc.17,158$873K0.3%+2.5%0.027%
5/15/2025Royal Bank of Canada567,649$28.88M0.0%+32.0%0.897%
5/15/2025MAI Capital Management42,182$2.15M0.0%-11.9%0.067%
5/15/2025Baird Financial Group Inc.46,238$2.35M0.0%+0.7%0.073%
5/14/2025Comerica Bank8,804$448K0.0%-60.5%0.014%
5/14/2025RPg Family Wealth Advisory LLC4,482$228K0.1%N/A0.007%
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5/14/2025Synovus Financial Corp4,067$207K0.0%N/A0.006%
5/14/2025Northwestern Mutual Wealth Management Co.135,223$6.88M0.0%+13.7%0.214%
5/14/2025Van Hulzen Asset Management LLC79,777$4.06M0.4%+6.9%0.126%
5/14/2025Kestra Advisory Services LLC63,914$3.25M0.0%-69.5%0.101%
5/14/2025Wescott Financial Advisory Group LLC48,484$2.47M0.3%+8.0%0.077%
5/14/2025Ameriprise Financial Inc.750,979$38.14M0.0%+40.6%1.186%
5/14/2025Summit Financial LLC718,511$36.55M1.0%N/A1.135%
5/14/2025GM Advisory Group LLC7,507$382K0.0%N/A0.012%
5/14/2025Capital Analysts LLC13,316$677K0.0%-1.6%0.021%
5/14/2025First Wilshire Securities Management Inc.4,614$235K0.1%-12.3%0.007%
5/13/2025Raymond James Financial Inc.1,341,153$68.22M0.0%+0.8%2.119%
5/13/2025Forvis Mazars Wealth Advisors LLC18,689$951K0.0%-69.0%0.030%
5/13/2025Infinity Wealth Counsel LLC43,980$2.24M2.4%-3.5%0.069%
5/13/2025HighTower Advisors LLC193,844$9.86M0.0%-14.7%0.306%
5/12/2025Astor Investment Management LLC55,493$2.82M1.5%+183.5%0.088%
5/12/2025Darrow Company Inc.13,287$676K0.4%+10.4%0.021%
5/12/2025Townsquare Capital LLC14,838$755K0.0%+28.2%0.023%
5/12/2025National Bank of Canada FI19,995$1.02M0.0%-4.5%0.032%
5/12/2025AlphaCore Capital LLC45,932$2.34M0.2%N/A0.073%
5/12/2025WBH Advisory Inc.149,223$7.59M0.7%+7.6%0.236%
5/12/2025WealthPlan Investment Management LLC30,135$1.53M0.2%-6.1%0.048%
5/12/2025Red Crane Wealth Management LLC103,017$5.24M5.0%-7.4%0.163%
5/9/2025Exencial Wealth Advisors LLC108,822$5.54M0.2%-6.7%0.172%
5/9/2025Planning Alternatives Ltd. ADV21,997$1.12M0.2%-11.5%0.035%
5/9/2025Legacy Capital Group California Inc.5,063$258K0.1%N/A0.008%
5/9/2025Atria Wealth Solutions Inc.9,015$459K0.0%-57.9%0.014%
5/9/2025Syntegra Private Wealth Group LLC13,692$696K0.1%+3.0%0.022%
5/9/2025Cary Street Partners Financial LLC70,928$3.61M0.1%+116.5%0.112%
5/9/2025Smithfield Trust Co24,307$1.24M0.1%-15.0%0.038%
5/9/2025PNC Financial Services Group Inc.17,323$881K0.0%+5.5%0.027%
5/8/2025IFG Advisory LLC5,579$284K0.0%-77.7%0.009%
5/8/2025Clearwater Capital Advisors LLC2,613,800$132.96M12.8%+2.4%4.129%
5/8/2025Shufro Rose & Co. LLC29,981$1.53M0.1%+8.1%0.047%
5/8/2025Alexander Randolph Advisory Inc.294,753$14.99M14.7%-2.8%0.466%
5/8/2025Harbour Investments Inc.6,368$324K0.0%-7.2%0.010%
5/8/2025GS Investments Inc.7,965$405K0.2%-5.9%0.013%
5/8/2025Arkadios Wealth Advisors14,262$726K0.0%N/A0.023%
5/7/2025Pinnacle Wealth Management Advisory Group LLC9,389$478K0.0%+56.4%0.015%
5/7/2025 Financial Management Network Inc.111,926$5.66M1.2%-2.8%0.177%
5/7/2025Werba Rubin Papier Wealth Management13,878$706K0.2%+3.1%0.022%
5/7/2025Eagle Bluffs Wealth Management LLC15,118$769K0.4%-6.1%0.024%
5/7/2025LPL Financial LLC2,392,108$121.69M0.0%+9.0%3.779%
5/7/2025Keyvantage Wealth LLC20,288$1.03M0.5%-64.5%0.032%
5/7/2025Integrated Investment Consultants LLC257,247$13.09M1.9%+47.1%0.406%
5/7/2025Objective Capital Management LLC6,376$324K0.4%+53.8%0.010%
5/7/2025Keystone Financial Group Inc.32,218$1.64M1.2%+236.0%0.051%
5/7/2025Caliber Wealth Management LLC KS90,518$4.61M0.6%N/A0.143%
5/6/2025Cetera Investment Advisers563,124$28.65M0.1%+12.8%0.890%
5/6/2025Avantax Advisory Services Inc.240,305$12.22M0.1%+19.0%0.380%
5/6/2025Brookwood Investment Group LLC211,549$10.76M1.8%N/A0.334%
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5/6/2025Kovack Advisors Inc.6,344$323K0.0%-52.5%0.010%
5/6/2025Pinnacle Associates Ltd.11,017$560K0.0%+41.8%0.017%
5/6/2025Summit Wealth Partners LLC8,764$446K0.1%-5.6%0.014%
5/6/2025BlueChip Wealth Advisors LLC16,196$824K0.4%N/A0.026%
5/6/2025PFG Advisors17,010$865K0.0%-20.4%0.027%
5/5/2025Kestra Private Wealth Services LLC6,432$327K0.0%N/A0.010%
5/5/2025ETF Store Inc.8,701$443K0.5%-12.9%0.014%
5/5/2025Members Advisory Group LLC326,250$16.60M6.9%-8.7%0.514%
5/5/2025Private Advisor Group LLC177,815$9.05M0.1%+450.2%0.280%
5/2/2025Patton Albertson Miller Group LLC4,703$239K0.0%N/A0.007%
(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, 319 institutional investors and hedge funds held shares of iShares Short Duration Bond Active ETF. The most heavily invested institutionals were Bank of America Corp DE ($168.73M), Bramshill Investments LLC ($162.81M), Clearwater Capital Advisors LLC ($132.96M), LPL Financial LLC ($121.69M), Wells Fargo & Company MN ($98.16M), Raymond James Financial Inc. ($68.22M), and TAP Consulting LLC ($64.60M).Learn more on iShares Short Duration Bond Active ETF's institutional investors.

Which institutional investors have been buying iShares Short Duration Bond Active ETF's stock?

Of the 235 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: Raymond James Financial Inc. ($1.34M), Ameriprise Financial Inc. ($724.60K), Summit Financial LLC ($718.51K), LPL Financial LLC ($468.53K), New Millennium Group LLC ($463.20K), DT Investment Partners LLC ($358.37K), and Members Advisory Group LLC ($357.25K).

How much institutional buying is happening at iShares Short Duration Bond Active ETF?

Institutional investors have bought a total of 10,337,046 shares in the last 24 months. This purchase volume represents approximately $524.05M in transactions.

Which of iShares Short Duration Bond Active ETF's major shareholders have been selling company stock?

Of the 158 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: Jane Street Group LLC ($335.15K), Renaissance Technologies LLC ($272.50K), Bank of Montreal Can ($256.58K), Citadel Advisors LLC ($173.66K), Clark Capital Management Group Inc. ($154.42K), Kestra Advisory Services LLC ($145.47K), and Captrust Financial Advisors ($117.64K).

How much institutional selling is happening at iShares Short Duration Bond Active ETF?

Institutional investors have sold a total of 3,345,899 shares in the last 24 months. This volume of shares sold represents approximately $169.96M in transactions.


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This page (BATS:NEAR) was last updated on 7/12/2025 by MarketBeat.com Staff
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