iShares Short Duration Bond Active ETF (NEAR)

ETF ยท Cboe BZX

iShares Short Duration Bond Active ETF (NEAR) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 25, 2013.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
September 25, 2013

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 403 institutions reported holding NEAR, with 60.0 million shares worth $3.0 billion in aggregate. The largest reported holder was FMR, with 5.6 million shares worth $284.7 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
FMR5,619,600$285MAdded 471.48%
Morgan Stanley3,871,460$196MAdded 10.1%
Bank of America3,317,434$168MAdded 8.43%
Clearwater Capital Advisors3,249,759$165MAdded 4.23%
Wells Fargo & Company/MN2,900,901$147MAdded 4.95%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is NEAR?

iShares Short Duration Bond Active ETF (NEAR) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 25, 2013.

Who are the largest institutional holders of NEAR?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of NEAR were FMR, Morgan Stanley and Bank of America.

How many institutions own NEAR?

403 institutions reported a position in NEAR for the quarter ended June 30, 2026, worth $3.0 billion in total.

Did institutions buy or sell NEAR last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for NEAR.

Every reported institutional holder, plus insider and congressional trades in NEAR, on SentiSense.