iShares Short Maturity Bond ETF Institutional Ownership (BATS:NEAR)

$48.56

+0.37 (+0.77 %)

(As of 03/30/2020 04:00 PM ET)

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Today's Range

$48.12

Now: $48.56▼

$48.68

50-Day Range

$45.53

MA: $49.64▼

$50.41

52-Week Range

$50.10

Now: $48.56▼

$50.30

Volume822,643 shs

Average VolumeN/A

Market CapitalizationN/A

P/E RatioN/A

Dividend YieldN/A

BetaN/A

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

Institutional Buying and Selling by Quarter

iShares Short Maturity Bond ETF (BATS NEAR) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/30/2020	Westshore Wealth LLC	92,014	$4.62M	5.1%	N/A	0.000%
2/28/2020	Sofos Investments Inc.	57,833	$2.91M	2.0%	+12.8%	0.000%
2/27/2020	Total Clarity Wealth Management Inc.	6,023	$0.30M	0.2%	N/A	0.000%
2/27/2020	Wealth Quarterback LLC	63,354	$3.18M	2.8%	N/A	0.000%
2/26/2020	Sunbelt Securities Inc.	961	$12.07M	0.1%	N/A	0.000%
2/26/2020	Trinity Wealth Management LLC	86,045	$4.32M	4.3%	N/A	0.000%
2/24/2020	Hayden Royal LLC	4,683	$0.24M	0.1%	-13.4%	0.000%
2/21/2020	PAX Financial Group LLC	82,859	$4.17M	1.8%	N/A	0.000%
2/21/2020	Kerntke Otto McGlone Wealth Management Group	5,250	$0.26M	0.2%	N/A	0.000%
2/20/2020	Cornerstone Wealth Management LLC	5,793	$0.29M	0.0%	-42.8%	0.000%
2/20/2020	Integrated Wealth Concepts LLC	31,343	$1.58M	0.1%	+13.6%	0.000%
2/19/2020	BCJ Capital Management LLC	26,667	$1.34M	0.2%	-19.4%	0.000%
2/18/2020	Equitable Holdings Inc.	114,659	$5.76M	0.0%	N/A	0.000%
2/18/2020	Great Lakes Retirement Inc.	70,921	$3.56M	1.1%	N/A	0.000%
2/18/2020	Smart Money Group LLC	4,357	$0.22M	0.1%	N/A	0.000%
2/18/2020	IHT Wealth Management LLC	18,121	$0.91M	0.1%	-3.7%	0.000%
2/18/2020	Belpointe Asset Management LLC	60,711	$3.05M	0.4%	-2.8%	0.000%
2/18/2020	Ameritas Investment Company LLC	1,704	$86K	0.0%	+38.1%	0.000%
2/18/2020	First Wilshire Securities Management Inc.	61,130	$3.07M	1.2%	+13.7%	0.000%
2/18/2020	Covington Capital Management	134,825	$6.78M	0.4%	+93.5%	0.000%
2/17/2020	Baird Financial Group Inc.	57,034	$2.87M	0.0%	-33.4%	0.000%
2/17/2020	Ladenburg Thalmann Financial Services Inc.	733,423	$36.28M	0.2%	+5.7%	0.000%
2/14/2020	Captrust Financial Advisors	65,946	$3.31M	0.1%	-24.4%	0.000%
2/14/2020	Jane Street Group LLC	25,552	$1.28M	0.0%	-57.0%	0.000%
2/14/2020	High Falls Advisors Inc	7,582	$0.38M	0.1%	+10.1%	0.000%
2/14/2020	Ancora Advisors LLC	27,000	$1.36M	0.1%	N/A	0.000%
2/14/2020	Bank of America Corp DE	8,475,871	$425.91M	0.1%	-0.4%	0.000%
2/14/2020	Bank of New York Mellon Corp	152,754	$7.68M	0.0%	-29.3%	0.000%
2/14/2020	GHP Investment Advisors Inc.	400,764	$20.14M	2.2%	+59.7%	0.000%
2/14/2020	Guggenheim Capital LLC	110,701	$5.56M	0.0%	-84.0%	0.000%
2/14/2020	UBS Group AG	3,021,117	$151.81M	0.1%	-3.3%	0.000%
2/13/2020	Level Four Advisory Services LLC	10,798	$0.55M	0.0%	+158.2%	0.000%
2/13/2020	Quadrant Private Wealth Management LLC	4,100	$0.21M	0.2%	N/A	0.000%
2/13/2020	Strategy Asset Managers LLC	14,283	$0.72M	0.2%	N/A	0.000%
2/13/2020	Emerald Investment Partners LLC	17,508	$0.88M	0.4%	-27.6%	0.000%
2/13/2020	Menard Financial Group LLC	18,643	$0.94M	0.9%	N/A	0.000%
2/13/2020	Northwestern Mutual Wealth Management Co.	144,966	$7.29M	0.0%	-7.4%	0.000%
2/13/2020	Formidable Asset Management LLC	39,279	$1.97M	0.6%	+12.0%	0.000%
2/13/2020	Mercer Global Advisors Inc. ADV	154,217	$7.75M	0.2%	N/A	0.000%
2/13/2020	Stifel Financial Corp	140,412	$7.10M	0.0%	-12.3%	0.000%
2/13/2020	Thrivent Financial for Lutherans	198,673	$9.98M	0.0%	-42.6%	0.000%
2/13/2020	STA Wealth Management LLC	12,843	$0.65M	0.1%	+11.3%	0.000%
2/13/2020	Requisite Capital Management LLC	195,967	$9.85M	3.4%	+24.7%	0.000%
2/13/2020	Financial Advocates Investment Management	58,935	$2.96M	0.3%	+19.3%	0.000%
2/12/2020	Lloyd Advisory Services LLC.	12,637	$0.64M	0.6%	N/A	0.000%
2/12/2020	Greenwood Capital Associates LLC	99,535	$5M	1.1%	+68.8%	0.000%
2/12/2020	Main Management LLC	555,630	$27.92M	3.8%	+1.4%	0.000%
2/12/2020	Gladstone Institutional Advisory LLC	22,807	$1.15M	0.3%	+49.4%	0.000%
2/12/2020	Watchman Group Inc.	64,186	$3.23M	2.4%	N/A	0.000%
2/12/2020	Advisor Group Inc.	976,404	$49.10M	0.3%	-31.7%	0.000%
2/12/2020	Prospera Financial Services Inc	4,312	$0.22M	0.0%	N/A	0.000%
2/12/2020	Raymond James & Associates	615,806	$30.94M	0.0%	+19.7%	0.000%
2/12/2020	Raymond James Financial Services Advisors Inc.	645,757	$32.45M	0.1%	+70.3%	0.000%
2/12/2020	IPG Investment Advisors LLC	4,239	$0.21M	0.1%	-20.5%	0.000%
2/12/2020	Citigroup Inc.	147,879	$7.43M	0.0%	+41.4%	0.000%
2/12/2020	Copperleaf Capital LLC	168,259	$8.46M	8.6%	N/A	0.000%
2/12/2020	United Asset Strategies Inc.	8,821	$0.44M	0.1%	+12.4%	0.000%
2/12/2020	Wealthsource Partners LLC	403,053	$20.25M	2.7%	+41.2%	0.000%
2/12/2020	Windsor Capital Management LLC	35,645	$1.79M	0.8%	+17.4%	0.000%
2/11/2020	Cascadia Advisory Services LLC	10,833	$0.54M	0.2%	N/A	0.000%
2/11/2020	Ieq Capital LLC	11,134	$0.56M	0.0%	N/A	0.000%
2/11/2020	Atria Investments LLC	170,748	$8.58M	0.2%	-26.0%	0.000%
2/11/2020	Capital One National Association	13,861	$0.70M	0.1%	N/A	0.000%
2/11/2020	Corbett Road Capital Management LLC	45,582	$2.29M	2.3%	N/A	0.000%
2/11/2020	TL Private Wealth	5,029	$0.25M	0.2%	N/A	0.000%
2/11/2020	CORDA Investment Management LLC.	208,430	$10.47M	1.1%	+24.2%	0.000%
2/11/2020	Envestnet Asset Management Inc.	10,238,533	$514.49M	0.5%	-35.4%	0.000%
2/11/2020	Mid Atlantic Financial Management Inc. ADV	258,972	$13.01M	1.2%	-40.0%	0.000%
2/11/2020	Mutual Advisors LLC	31,978	$1.61M	0.2%	-1.0%	0.000%
2/11/2020	Global Financial Private Capital Inc	783,178	$39.36M	2.0%	-5.0%	0.000%
2/10/2020	Western Wealth Management LLC	4,516	$0.23M	0.0%	-34.9%	0.000%
2/10/2020	Smith Capital Management Inc. AR ADV	187,050	$9.40M	6.0%	+16.4%	0.000%
2/10/2020	Firestone Capital Management	9,982	$0.59M	0.3%	N/A	0.000%
2/10/2020	Columbia Trust Co 01012016	134,763	$6.77M	6.0%	N/A	0.000%
2/10/2020	National Asset Management Inc.	42,751	$2.15M	0.2%	+13.6%	0.000%
2/10/2020	Aptus Capital Advisors LLC	54,093	$2.72M	0.2%	-61.0%	0.000%
2/10/2020	Bank of Montreal Can	138,885	$6.98M	0.0%	-38.2%	0.000%
2/10/2020	Willingdon Wealth Management	45,457	$2.28M	0.5%	N/A	0.000%
2/10/2020	Patriot Investment Management Inc.	11,440	$0.57M	0.1%	+11.4%	0.000%
2/10/2020	Blue Sky Asset Management LLC	58,446	$2.94M	0.8%	N/A	0.000%
2/10/2020	Bernardo Wealth Planning LLC	33,577	$1.69M	1.0%	-71.2%	0.000%
2/10/2020	Rowland Carmichael Advisors Inc. ADV	51,601	$2.59M	0.9%	-34.9%	0.000%
2/10/2020	First Allied Advisory Services Inc.	169,798	$8.54M	0.3%	-19.1%	0.000%
2/10/2020	Strategic Wealth Advisors Group LLC	39,926	$2.01M	0.1%	-22.6%	0.000%
2/10/2020	Private Advisor Group LLC	72,408	$3.64M	0.1%	+17.9%	0.000%
2/10/2020	Cetera Advisors LLC	59,841	$3M	0.1%	+8.3%	0.000%
2/10/2020	Cetera Investment Advisers	18,010	$0.91M	0.1%	-6.7%	0.000%
2/10/2020	Cetera Advisor Networks LLC	115,881	$5.83M	0.2%	+13.9%	0.000%
2/8/2020	Securian Asset Management Inc	635,170	$31.92M	0.7%	+4.3%	0.000%
2/8/2020	Liberty Wealth Management LLC	24,995	$1.26M	1.0%	-15.8%	0.000%
2/7/2020	Resources Investment Advisors LLC.	44,709	$2.25M	0.2%	-1.2%	0.000%
2/7/2020	Rockefeller Capital Management L.P.	1,320	$66K	0.0%	N/A	0.000%
2/7/2020	FMR LLC	2,864,933	$143.96M	0.0%	+21.0%	0.000%
2/7/2020	Day & Ennis LLC	38,696	$1.94M	1.0%	-38.6%	0.000%
2/7/2020	ETRADE Capital Management LLC	234,151	$11.77M	0.3%	+11.9%	0.000%
2/7/2020	M&T Bank Corp	444,068	$15.22M	0.1%	+1,040.0%	0.000%
2/7/2020	CMC Financial Group	9,117	$0.46M	0.4%	N/A	0.000%
2/7/2020	Comerica Bank	6,070	$0.31M	0.0%	N/A	0.000%
2/7/2020	Independent Advisor Alliance	7,360	$0.37M	0.0%	N/A	0.000%
2/7/2020	Oppenheimer & Co. Inc.	69,797	$3.51M	0.1%	+6.6%	0.000%

(Data available from 1/1/2016 forward)

This page was last updated on 3/30/2020 by MarketBeat.com Staff

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iShares Short Maturity Bond ETF Institutional Ownership (BATS:NEAR)

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

Institutional Buying and Selling by Quarter

iShares Short Maturity Bond ETF (BATS NEAR) Institutional Buying and Selling

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