NEAR · iShares Short Duration Bond Active ETF ETF
$50.33
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $1,017,556
Total Shares: 20,086
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+93.0 pts
Top 5
100.0%
+69.9 pts
Top 10
100.0%
+50.4 pts
HHI
10,000
Highly concentrated+9,698
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
385
Unchanged
0
Holder count:
-385
Institutional value:
-100.0%
Shares held:
-100.0%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −243,304 | 20,086 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 3,516,395 | $178,773,520 | |
| Small Clearwater Capital Advisors, LLC | 3,117,801 | $158,509,002 | |
| Mega BANK OF AMERICA CORP /DE/ | 3,059,416 | $155,540,708 | |
| Mega WELLS FARGO & COMPANY/MN | 2,764,146 | $140,529,182 | |
| Mega LPL Financial LLC | 2,745,146 | $139,563,222 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC NEAR | $1,017,556 | 100.00% | 20,086 | Shares | 2026-08-27 |