Who Owns NEAR?
iShares Short Duration Bond Active ETF — Institutional Ownership & 13F Holdings
$50.92
+0.01 (+0.03%)
Market Cap
$4.1B
Shares Outstanding
82,854,701
Institutional Holders
357
Total Inst. Value
$1.8B
% of Float Held
—
QoQ Holder Change
+171
Institutional data as of Q1 2025
New Positions
124
Closed Positions
30
Increased
99
Decreased
88
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bramshill Investments, LLC | $177.2M | 3,483,686 |
| 2 | BANK OF AMERICA CORP /DE/ | $163.8M | 3,219,238 |
| 3 | MORGAN STANLEY | $135.8M | 2,668,759 |
| 4 | Clearwater Capital Advisors, LLC | $133.0M | 2,613,800 |
| 5 | WELLS FARGO & COMPANY/MN | $118.5M | 2,328,891 |
| 6 | RAYMOND JAMES FINANCIAL INC | $68.2M | 1,341,153 |
| 7 | UBS Group AG | $57.7M | 1,133,681 |
| 8 | BlackRock, Inc. | $43.0M | 845,105 |
| 9 | AMERIPRISE FINANCIAL INC | $38.1M | 750,979 |
| 10 | Summit Financial, LLCNew | $36.5M | 718,511 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bramshill Investments, LLC | +260K | $177.2M |
| Clearwater Capital Advisors, LLC | +62K | $133.0M |
| WELLS FARGO & COMPANY/MN | +385K | $118.5M |
| RAYMOND JAMES FINANCIAL INC | +10K | $68.2M |
| UBS Group AG | +54K | $57.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -202K | $135.8M |
| Clark Capital Management Group, Inc. | -154K | $571K |
| Kestra Advisory Services, LLC | -145K | $3K |
| BANK OF AMERICA CORP /DE/ | -122K | $163.8M |
| BlackRock, Inc. | -106K | $43.0M |
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Frequently Asked Questions
How many institutional investors hold NEAR?
As of Q1 2025, 357 institutional investors report holding NEAR (iShares Short Duration Bond Active ETF) in their 13F filings.
Which hedge fund owns the most NEAR?
The largest institutional holder of NEAR is Bramshill Investments, LLC with $177.2M in shares.
Are institutions buying or selling NEAR?
This quarter, 124 institutions opened new positions in NEAR and 30 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.