证券记录 · 已归档季度
NEAR
iShares Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds
45被追踪持有人
-2Δ持有人
24.04M持有股份
$1.23B报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.3% ·
股份流向 +1.2% ·
净新建仓位 -4.4%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 132.57K | $6.61M | n/a | −1 |
| 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 |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (被动) | 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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Renaissance Technologies | $12.11M | 曾为 0.0% |
| Citadel Advisors | $1.14M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 385 持有人, 50.63M 股份, $2.46B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据