ETF Holders

Who owns NEAR?

Bond

iShares Short Duration Bond Active ETF · iShares

405 institutions reported holding NEAR, worth $3.1B, in Form 13F filings for June 30, 2026.

13F holders
405
Institutional value
$3.1B
Change from prior quarter
+19.5%
+$504.5M, with price moves
New and sold-out firms
52 / 29
178 added, 122 trimmed

Top 10 institutional holders of NEAR

FirmLocationValueSharesChange
FMR LLCBoston, MA$284.7M5,619,600+4,636,250 shares
Morgan StanleyNew York, NY$196.1M3,871,460+355,065 shares
Bank of America Corp.Charlotte, NC$168.1M3,317,434+258,018 shares
Clearwater Capital Advisors, LLCHoffman Estates, IL$164.6M3,249,759+131,958 shares
Wells Fargo & CompanySan Francisco, CA$147.0M2,900,901+136,755 shares
LPL Financial LLCFort Mill, SC$136.8M2,700,719−44,427 shares
UBS Group AGZurich, Switzerland$132.9M2,622,657+112,823 shares
Bramshill Investments, LLCNaples, FL$132.0M2,605,312+208,509 shares
BlackRock, Inc.New York, NY$120.3M2,374,042+114,330 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$87.7M1,730,698+663,614 shares
395 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns NEAR?

405 institutional managers reported holding NEAR in Form 13F filings for June 30, 2026, worth $3.1B in total. The largest reported position was held by FMR LLC, at $284.7M.

Did institutions buy or sell NEAR last quarter?

Reported 13F value rose 19.5% from March 31, 2026, which includes price moves as well as buying and selling. 52 firms reported a new position and 29 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is NEAR ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.