BLACKROCK SHORT DURATION BON (NEAR) Institutional Ownership Changes & 13F Activity

BLACKROCK SHORT DURATION BON (NEAR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Integrated Investment Consultants, Llc, Bank Of America Corp, Corient Private Wealth Llc, and Equitable Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+18,634+3.0%648,483$32.85MQ2 2026Sep 23, 2026
Anchor Investment Management, LlcBuy+2+1.6%130$6.57KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+27,939+196.7%42,143$2.13MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-243,304-92.4%20,086$1.02MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcSell-28,307-15.3%156,446$7.93MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+7,205—7,205$365.00KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+11,820+22.9%63,514$3.22MQ2 2026Aug 18, 2026
Integrated Investment Consultants, LlcBuy+439,042—439,042$21.72MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-216,429-94.4%12,848$650.90KQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+42,755+17.2%291,350$14.76MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+7,000—7,000$354.62KQ2 2026Aug 17, 2026
Brooks, Moore & Associates, Inc.Buy+3,106+5.3%61,259$3.10MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-65-0.4%17,791$900.28KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,182,343—1,182,343$59.92MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+258,018+8.4%3,317,434$168.06MQ2 2026Aug 14, 2026
Bramshill Investments, LlcBuy+208,509+8.7%2,605,312$131.99MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+136,755+4.9%2,900,901$146.96MQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpBuy+116,437+27.9%533,561$27.03MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+112,268+15.5%835,366$42.32MQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcBuy+63,847—63,847$3.23MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+62,664+123.9%113,239$5.74MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-40,233-7.1%524,353$26.57MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+37,972+9.6%435,242$22.05MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+36,642—36,642$1.86MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+25,498+16.4%180,626$9.15MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+24,376—24,376$1.23MQ2 2026Aug 14, 2026
&PartnersBuy+9,288+6.2%158,938$8.04MQ2 2026Aug 14, 2026
Atlanta Consulting Group Advisors, LlcBuy+6,914—6,914$350.26KQ2 2026Aug 14, 2026
Kkm Financial LlcBuy+6,230+8.8%76,874$3.89MQ2 2026Aug 14, 2026
Finhabits Advisors LlcBuy+5,968+16.8%41,416$2.10MQ2 2026Aug 14, 2026
Showing 30 of 382

Frequently asked questions about NEAR activity

  • Which institutional owners are buying NEAR?

    Institutional owners buying NEAR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NEAR activity?

    "Buy" means an investor increased their reported position in NEAR compared to the prior reporting period. This reflects growing exposure to BLACKROCK SHORT DURATION BON (NEAR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NEAR increasing?

    Institutional interest in NEAR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.