BlackRock Short Duration Bond

NEAR • BATS

BlackRock Short Duration Bond is an exchange-traded fund on BATS. As of Q3 2025, 372 institutional investors hold shares in this ETF, with total holdings valued at $2.3B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $180.7M.

Overview

Overview of institutional ownership in NEAR as of Q3 2025

All Institutions

Institutions: 372
Value Held: $2.3B
Shares Held: 44.0M
Avg Position: $6.1M
Median Position: $704.5K

Hedge Funds

Hedge Funds: 5
Value Held: $151.5M
Shares Held: 3.0M
Avg Position: $30.3M
Median Position: $8.4M

Biggest Investors

Institutions with the largest positions in NEAR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$180.7M 0.01% of portfolio	3.5M shares	Q4 2014 Held for 11 years	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$174.2M 0.01% of portfolio	3.4M shares	Q4 2014 Held for 11 years	$1.65T
BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	John Edward Chapman CEO	$143.8M 12.25% of portfolio	2.8M shares	Q3 2019 Held for 6y 3m	$1.2B
L LPL Financial LLC Institution	-	$143.6M 0.04% of portfolio	2.8M shares	Q4 2014 Held for 11 years	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$138.3M 0.03% of portfolio	2.7M shares	Q4 2014 Held for 11 years	$488.52B
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	Stephen Christopher Selver CEO	$128.9M 8.81% of portfolio	2.5M shares	Q2 2017 Held for 8y 6m	$1.5B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$83.0M 0.00% of portfolio	1.6M shares	Q1 2016 Held for 9y 9m	$5.67T
UBS Group AG Institution	Sergio P. Ermotti CEO	$69.1M 0.01% of portfolio	1.3M shares	Q4 2014 Held for 11 years	$511.60B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$57.3M 0.07% of portfolio	1.1M shares	Q4 2016 Held for 9 years	$85.4B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$54.6M 0.02% of portfolio	1.1M shares	Q4 2024 Held for 1 year	$310.44B

Net Capital Flow

Institutional buying and selling activity for NEAR in Q3 2025

Traded: +$198.7M
Buyers: 194
Sellers: 149
Total Bought: +$278.4M
Total Sold: −$79.7M
Avg Position: $5.6M

Biggest Buyers

Institution	Net Bought	Current Position
BlackRock, Inc. Institution	+$31.3M +609.9K shares	$83.0M 1.6M shares
U UNITED SERVICES AUTOMOBILE ASSOCIATION Institution	+$25.1M +490.4K shares	$25.1M 490.4K shares
Cetera Investment Advisers RIA/Wealth	+$19.5M +379.9K shares	$57.3M 1.1M shares
L LPL Financial LLC Institution	+$12.2M +238.1K shares	$143.6M 2.8M shares
MORGAN STANLEY RIA/Wealth	+$12.1M +235.5K shares	$174.2M 3.4M shares
BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	+$10.1M +196.5K shares	$143.8M 2.8M shares
UBS Group AG Institution	+$9.6M +186.6K shares	$69.1M 1.3M shares
K Kraft, Davis & Associates, LLC Institution	+$8.3M +161.7K shares	$10.2M 198.6K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	+$8.1M +158.0K shares	$8.4M 162.9K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$7.6M +149.1K shares	$7.6M 149.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
Summit Financial, LLC RIA/Wealth	−$17.9M −349.1K shares	$18.5M 360.6K shares
Kestra Advisory Services, LLC RIA/Wealth	−$7.2M −139.8K shares	$3.9M 76.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$5.3M −103.2K shares	$12.1M 236.1K shares
DONALDSON CAPITAL MANAGEMENT, LLC RIA/Wealth	−$2.9M −55.7K shares	$23.0M 449.1K shares
U Union Bancaire Privee, UBP SA Institution	−$2.5M −49.4K shares	$14.8M 289.2K shares
Financial Advocates Investment Management RIA/Wealth	−$2.5M −48.0K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$2.4M −47.7K shares	$1.1M 22.3K shares
J JANE STREET GROUP, LLC Institution	−$2.3M −45.1K shares	Sold Off 0 shares
C CI Private Wealth, LLC RIA/Wealth	−$2.2M −43.2K shares	$13.5M 263.3K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$2.1M −41.9K shares	$29.0M 566.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited NEAR in Q3 2025

New Positions: 19
New Value: $26.5M
Exited Positions: 29
Exited Value: $13.9M

New Positions

Institution	Position Value
Apollon Financial, LLC RIA/Wealth	$6.5M 125.9K shares
Alpha Financial Advisors, LLC RIA/Wealth	$5.4M 106.2K shares
Optivise Advisory Services LLC RIA/Wealth	$4.1M 80.6K shares
G GENTRY PRIVATE WEALTH, LLC RIA/Wealth	$2.4M 47.0K shares
Beacon Capital Management, Inc. RIA/Wealth	$2.2M 42.8K shares
V Vise Technologies, Inc. Institution	$979.7K 19.1K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$973.5K 19.0K shares
PLANNING DIRECTIONS INC RIA/Wealth	$943.1K 18.4K shares
Iron Financial, LLC RIA/Wealth	$779.8K 15.2K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$370.1K 7.2K shares

Exited Positions

Institution	Previous Position
Financial Advocates Investment Management RIA/Wealth	$2.5M 48.0K shares
J JANE STREET GROUP, LLC Institution	$2.3M 45.1K shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	$1.1M 21.7K shares
O OLD MISSION CAPITAL LLC Institution	$1.1M 21.6K shares
Werba Rubin Papier Wealth Management RIA/Wealth	$866.9K 17.0K shares
Keystone Wealth Services, LLC RIA/Wealth	$694.1K 13.6K shares
SYNOVUS FINANCIAL CORP Institution	$519.5K 10.2K shares
Yukon Wealth Management, Inc. RIA/Wealth	$515.8K 10.1K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$503.3K 9.8K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$499.7K 9.8K shares

Options Activity

Institutions with the largest Call and Put options positions in NEAR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with NEAR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Alexander Randolph Advisory, Inc. RIA/Wealth	Gary William Schlaffer Chairman	18.44% $22.4M	436.1K shares	Q4 2023 Held for 2 years	$121.3M
BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	John Edward Chapman CEO	12.25% $143.8M	2.8M shares	Q3 2019 Held for 6y 3m	$1.2B
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	Stephen Christopher Selver CEO	8.81% $128.9M	2.5M shares	Q2 2017 Held for 8y 6m	$1.5B
Members Advisory Group LLC RIA/Wealth	Scott Michael Cashmore Managing Partner	4.56% $12.8M	250.3K shares	Q4 2024 Held for 1 year	$281.6M
MBM Wealth Consultants, LLC RIA/Wealth	Matthew Aaron Lapides CCO	3.57% $14.4M	280.2K shares	Q3 2024 Held for 1y 3m	$402.7M
Integrated Investment Consultants, LLC RIA/Wealth	Todd J Wagenberg Managing Partner	3.14% $18.2M	354.0K shares	Q4 2023 Held for 2 years	$578.2M
Ifrah Financial Services, Inc. RIA/Wealth	Patrick (Aka Patrice) Ifrah President	2.60% $10.0M	195.3K shares	Q2 2018 Held for 7y 6m	$385.8M
K Kraft, Davis & Associates, LLC Institution	-	2.53% $10.2M	198.6K shares	Q2 2025 Held for 6 months	$401.8M
Optivise Advisory Services LLC RIA/Wealth	Michael Ray Wallin Managing Partner	2.47% $4.1M	80.6K shares	Q3 2025 Held for 3 months	$167.3M
Values First Advisors, Inc. RIA/Wealth	Larry Alexander Ellis CEO	2.33% $4.3M	84.5K shares	Q4 2019 Held for 6 years	$186.1M

Hedge Fund Spotlight

Discover hedge funds investing in NEAR

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerJohn Mihn Soo Liew

Portfolio Value: $156.17B
Positions: 3,454
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock Short Duration Bond

Market Value: $973.5K
Shares Held: 19.0K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%