13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
NEAR

blackrock short maturity bond etf

412 institutions still hold blackrock short maturity bond etf as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46431w507·412 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.0%
vs prior quarter
13F value held
$1.7B
79.0% inst. owned
of float
Holders
412
-122 QoQ
filers reporting
Activity
+73 / −84
+815 added · −697 reduced
this quarter
Concentration
10.54%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

412 institutions reported NEAR in Q1 2026. MORGAN STANLEY leads at 10.5% of the visible book. -122 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$179M3.5M0.01%Q1 202602
Clearwater Capital Advisors, LLC
CIK 0001690531
$158M3.1M12.79%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$156M3.1M0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$141M2.8M0.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$140M2.7M0.04%Q1 202606
UBS Group AG
CIK 0001610520
$128M2.5M0.02%Q1 202607
Bramshill Investments, LLC
CIK 0001619899
$122M2.4M10.50%Q1 202608
BlackRock, Inc.
CIK 0002012383
$115M2.3M0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$72M1.4M0.08%Q1 202610
TAP Consulting, LLC
CIK 0001748930
$65M1.3M13.21%Q4 202411
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$64M1.3M0.02%Q1 202612
Americana Partners, LLC
CIK 0001797678
$58M1.1M1.50%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$56M1.1M0.01%Q1 202614
FMR LLC
CIK 0000315066
$50M983K0.00%Q1 202615
NewEdge Advisors, LLC
CIK 0001633516
$46M914K0.17%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$37M723K0.01%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M630K0.01%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$29M565K0.04%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$27M530K0.02%Q1 202620
UNITED SERVICES AUTOMOBILE ASSOCIATION
CIK 0001021249
$25M490K2.93%Q1 2026
Page 1 of 21
392 more holders available. Log in →