Ficha del valor · trimestre archivado
NEAR
iShares Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds
45Tenedores rastreados
-2Δ titulares
24.04MAcciones mantenidas
$1.23BValor declarado
+0Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -4.3% ·
flujo de acciones +1.2% ·
nuevas posiciones netas -4.4%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 132.57K | $6.61M | n/a | n/a |
| Q2 2026 | 43 | +1 | 33.39M | $1.69B | +2 | −2 |
| Q1 2026 | 44 | -2 | 27.05M | $1.36B | +2 | −4 |
| Q4 2025 | 45 | -2 | 24.04M | $1.23B | n/a | −2 |
| Q3 2025 | 9 | +1 | 5.55M | $284.66M | +1 | n/a |
| Q2 2025 | 5 | 0 | 1.43M | $72.85M | n/a | n/a |
| Q1 2025 | 3 | 0 | 710.76K | $36.16M | n/a | n/a |
| Q4 2024 | 3 | +1 | 538.11K | $27.17M | +1 | n/a |
| Q3 2024 | 2 | 0 | 980.25K | $50.23M | n/a | n/a |
| Q2 2024 | 2 | n/a | 794.02K | $39.96M | n/a | n/a |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.27M | -3.8% | $167.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 2.94M | n/a | $150.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.69M | n/a | $137.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 2.66M | n/a | $135.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 2.27M | +40.5% | $116.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | UBS Group AG | 1.61M | n/a | $82.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 1.27M | n/a | $64.99M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.16M | n/a | $59.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 1.14M | n/a | $58.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 569.67K | n/a | $29.11M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 11 | Corient Private Wealth LP | 526.54K | n/a | $26.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 520.82K | n/a | $26.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 478.53K | n/a | $24.45M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 328.52K | n/a | $16.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Commonwealth Equity Services, Llc | 271.08K | n/a | $13.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 241.76K | n/a | $12.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 235.20K | n/a | $12.02M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 211.57K | n/a | $10.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 203.61K | n/a | $10.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 200.21K | +22.9% | $10.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 168.20K | n/a | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 158.38K | n/a | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 140.94K | n/a | $7.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mariner, LLC | 129.53K | n/a | $6.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Mml Investors Services, Llc | 93.03K | n/a | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 89.77K | n/a | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 79.20K | +921.1% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 75.36K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 67.56K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 59.11K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Pnc Financial Services Group, Inc. | 32.74K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 22.18K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Cibc World Market Inc. | 20.18K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 19.20K | n/a | $981,253 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 18.98K | 0.0% | $970,040 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 10.61K | n/a | $542,171 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Creative Planning | 10.34K | n/a | $528,323 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Allspring Global Investments… | 9.90K | n/a | $505,890 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Barclays Plc | 4.97K | n/a | $253,967 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 4.80K | n/a | $245,331 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 4.33K | +5.7% | $221,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 4.00K | n/a | $204,247 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.93K | -96.5% | $149,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 2.00K | n/a | $102,200 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Assetmark, Inc | 101 | n/a | $5,161 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $12.11M | era 0.0% |
| Citadel Advisors | $1.14M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 385 tenedores, 50.63M acciones, $2.46B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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