Who owns iShares Short Duration Bond Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NEAR from SEC Form 13F filings across 405 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 405 institutions disclosed 59.9M shares of iShares Short Duration Bond Active ETF worth $3.03B — about 63.2% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
405
13F holders
$3.03B
value, 2026 filers
63.2%
of shares outstanding (59.9M sh)
53
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NEAR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 5.6M | $284.7M | 0.0% | 5.9% | +471.5% |
| 2 | MORGAN STANLEY | 3.9M | $196.1M | 0.0% | 4.1% | +10.1% |
| 3 | BANK OF AMERICA CORP /DE/ | 3.3M | $168.1M | 0.0% | 3.5% | +8.4% |
| 4 | Clearwater Capital Advisors, LLC | 3.2M | $164.6M | 12.1% | 3.4% | +4.2% |
| 5 | WELLS FARGO & COMPANY/MN | 2.9M | $147.0M | 0.0% | 3.1% | +4.9% |
| 6 | LPL Financial LLC | 2.7M | $136.8M | 0.0% | 2.8% | -1.6% |
| 7 | UBS Group AG | 2.6M | $132.9M | 0.0% | 2.8% | +4.5% |
| 8 | Bramshill Investments, LLC | 2.6M | $132.0M | 10.1% | 2.7% | +8.7% |
| 9 | BlackRock, Inc. | 2.4M | $120.3M | 0.0% | 2.5% | +5.1% |
| 10 | Cetera Investment Advisers | 1.6M | $80.7M | 0.1% | 1.7% | +12.7% |
| 11 | RAYMOND JAMES FINANCIAL INC | 1.2M | $63.3M | 0.0% | 1.3% | -0.1% |
| 12 | AMERIPRISE FINANCIAL INC | 1.2M | $59.9M | 0.0% | 1.2% | +7.9% |
| 13 | Americana Partners, LLC | 1.2M | $59.9M | 1.3% | 1.2% | +4.0% |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 894,861 | $45.3M | 0.0% | 0.9% | +354.1% |
| 15 | Cambridge Investment Research Advisors, Inc. | 865,349 | $43.8M | 0.1% | 0.9% | -18.9% |
| 16 | ROYAL BANK OF CANADA | 835,366 | $42.3M | 0.0% | 0.9% | +15.5% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 648,483 | $32.9M | 0.0% | 0.7% | +3.0% |
| 18 | Syntegra Private Wealth Group, LLC | 644,912 | $32.7M | 2.5% | 0.7% | +233.4% |
| 19 | NewEdge Advisors, LLCNEW | 598,998 | $30.3M | 0.1% | 0.6% | new |
| 20 | Weil Company, Inc.NEW | 583,651 | $29.6M | 5.2% | 0.6% | new |
| 21 | PEAPACK GLADSTONE FINANCIAL CORP | 533,561 | $27.0M | 0.3% | 0.6% | +27.9% |
| 22 | OSAIC HOLDINGS, INC. | 524,353 | $26.6M | 0.0% | 0.6% | -7.1% |
| 23 | STIFEL FINANCIAL CORP | 506,861 | $25.7M | 0.0% | 0.5% | -4.4% |
| 24 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 490,400 | $24.8M | 2.0% | 0.5% | 0.0% |
| 25 | Alexander Randolph Advisory, Inc. | 478,466 | $24.2M | 20.0% | 0.5% | +3.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.