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iShares Short Maturity Municipal Bond Active ETF (MEAR) Institutional Ownership

iShares Short Maturity Municipal Bond Active ETF logo
$50.21 +0.24 (+0.48%)
As of 07/3/2025 02:34 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$327.83M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$104.42M
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MEAR Institutional Buying and Selling by Quarter

iShares Short Maturity Municipal Bond Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/13/2025Optima Capital LLC8,147$409K0.3%N/A0.039%
6/2/2025Modern Wealth Management LLC92,037$4.62M0.1%+14.2%0.442%
5/20/2025Belpointe Asset Management LLC12,954$651K0.0%-17.4%0.064%
5/20/2025Focus Partners Wealth278,942$14.01M0.0%-30.5%1.381%
5/19/2025Jane Street Group LLC23,049$1.16M0.0%-61.3%0.114%
5/16/2025Ascent Group LLC202,262$10.16M0.4%+9.5%1.001%
5/16/2025Kestra Investment Management LLC465,100$23.37M0.7%+56.5%2.302%
5/16/2025Jones Financial Companies Lllp811,087$40.75M0.0%+7,132.2%4.015%
5/16/2025Obsidian Personal Planning Solutions LLC65,139$3.26M1.5%-0.7%0.322%
5/16/2025NewEdge Advisors LLC120,040$6.03M0.0%-9.0%0.594%
5/16/2025Integrated Wealth Concepts LLC673,787$33.85M0.4%-0.5%3.336%
5/16/2025Aprio Wealth Management LLC25,079$1.26M0.2%+18.7%0.124%
5/15/2025Core Wealth Advisors Inc.13,808$694K0.2%-2.3%0.068%
5/15/2025Royal Bank of Canada107,035$5.38M0.0%+206.1%0.530%
5/15/2025Titleist Asset Management LLC30,190$1.52M0.2%+9.3%0.149%
5/15/2025Tortoise Investment Management LLC56,010$2.81M0.3%N/A0.277%
5/15/2025Clarity Asset Management Inc.80,676$4.05M2.6%-18.4%0.399%
5/14/2025CreativeOne Wealth LLC10,159$510K0.0%-32.8%0.050%
5/14/2025Comerica Bank27,792$1.40M0.0%+1,824.7%0.138%
5/14/2025Kestra Advisory Services LLC24,853$1.25M0.0%+10.1%0.123%
5/14/2025Vertex Planning Partners LLC6,829$343K0.1%N/A0.034%
5/13/2025HighTower Advisors LLC77,714$3.90M0.0%-42.1%0.385%
5/12/2025Eagle Global Advisors LLC35,650$1.79M0.1%-11.2%0.176%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors49,706$2.49M0.2%+8.6%0.246%
5/12/2025Aveo Capital Partners LLC20,307$1.02M0.2%-5.9%0.101%
5/12/2025Benjamin Edwards Inc.6,788$341K0.0%-28.6%0.034%
5/12/2025Evernest Financial Advisors LLC16,756$842K0.3%+9.5%0.083%
5/9/2025Chicago Partners Investment Group LLC9,482$474K0.0%+73.7%0.047%
5/9/2025Atria Wealth Solutions Inc.29,016$1.46M0.0%+17.4%0.144%
5/9/2025PNC Financial Services Group Inc.1,658$83K0.0%-15.3%0.008%
5/8/2025Alexander Randolph Advisory Inc.6,495$326K0.3%+29.9%0.032%
5/7/2025LPL Financial LLC385,363$19.36M0.0%+15.2%1.908%
5/7/2025Integrated Investment Consultants LLC63,455$3.19M0.5%+4.8%0.314%
5/7/2025Objective Capital Management LLC14,034$705K0.9%+52.6%0.069%
5/7/2025Keystone Financial Group Inc.52,258$2.61M1.8%+46.5%0.259%
5/6/2025Cetera Investment Advisers100,412$5.05M0.0%+65.7%0.497%
5/6/2025Avantax Advisory Services Inc.15,118$760K0.0%+37.1%0.075%
5/6/2025Summit Wealth Partners LLC17,225$865K0.2%+94.1%0.085%
5/5/2025IFP Advisors Inc12,759$641K0.0%+169.2%0.063%
5/5/2025TAGStone Capital Inc.40,040$2.01M1.0%N/A0.198%
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5/5/2025Csenge Advisory Group4,739$237K0.0%N/A0.023%
5/5/2025Private Advisor Group LLC51,898$2.61M0.0%+33.6%0.257%
5/2/2025KM Capital Management Ltd.41,717$2.10M1.1%+152.7%0.219%
5/2/2025Dynasty Wealth Management LLC156,232$7.85M0.1%+8.8%0.820%
5/2/2025Jacobson & Schmitt Advisors LLC66,587$3.35M0.7%+4.2%0.350%
5/2/2025Sigma Planning Corp58,785$2.95M0.1%-6.2%0.309%
5/1/2025CWM LLC147,907$7.43M0.0%+3.2%0.776%
5/1/2025Stephens Inc. AR210,411$10.57M0.2%-44.6%1.105%
5/1/2025Fidelis Capital Partners LLC4,181$209K0.0%N/A0.022%
4/30/2025Sharkey Howes & Javer14,050$706K0.1%-44.7%0.074%
4/30/2025Allworth Financial LP10,244$513K0.0%+40.7%0.054%
4/30/2025Quotient Wealth Partners LLC155,386$7.81M0.2%+11.8%0.816%
4/30/2025Axxcess Wealth Management LLC5,120$257K0.0%N/A0.027%
4/30/2025Stratos Wealth Partners LTD.22,945$1.15M0.0%+53.3%0.120%
4/30/2025Client First Capital LLC13,843$695K0.4%N/A0.073%
4/30/2025Crossmark Global Holdings Inc.11,398$572K0.0%N/A0.060%
4/29/2025Envestnet Asset Management Inc.427,983$21.50M0.0%+47.2%2.247%
4/29/2025Concurrent Investment Advisors LLC3,986$200K0.0%N/A0.021%
4/29/2025Capital Investment Advisory Services LLC10,005$503K0.0%+402.8%0.053%
4/29/2025Columbia River Financial Group LLC24,065$1.21M0.8%-14.2%0.126%
4/29/2025OneDigital Investment Advisors LLC85,741$4.31M0.1%-3.7%0.450%
4/28/2025D.A. Davidson & CO.21,204$1.07M0.0%+2.0%0.111%
4/28/2025Smart Money Group LLC141,950$7.13M6.3%-5.8%0.703%
4/28/2025Resonant Capital Advisors LLC1,232,247$61.91M4.3%+17.1%6.468%
4/28/2025Elmwood Wealth Management Inc.75,730$3.81M1.6%+10.8%0.398%
4/25/2025Valley National Advisers Inc.5,674$285K0.1%+10.2%0.030%
4/22/2025Worth Financial Advisory Group LLC4,587$230K0.1%N/A0.024%
4/21/2025Five Pine Wealth Management22,170$1.11M0.9%+7.9%0.116%
4/21/2025DecisionMap Wealth Management LLC5,238$263K0.2%-11.4%0.027%
4/17/2025Janney Montgomery Scott LLC11,544$580K0.0%-9.2%0.061%
4/17/2025Mission Wealth Management LP6,186$311K0.0%N/A0.032%
4/16/2025Opal Wealth Advisors LLC573$29K0.0%-94.4%0.003%
4/16/2025Wealth Enhancement Advisory Services LLC49,792$2.50M0.0%+16.9%0.261%
4/15/2025McKinley Carter Wealth Services Inc.13,296$668K0.0%N/A0.070%
4/15/2025Donaldson Capital Management LLC73,255$3.68M0.1%+17.2%0.385%
4/15/2025CX Institutional1,486$75K0.0%N/A0.008%
4/14/2025Flagship Private Wealth LLC40,227$2.02M1.0%-6.4%0.211%
4/14/2025Rockwood Wealth Management LLC1,789,745$89.92M9.2%+10.8%9.395%
4/14/2025LexAurum Advisors LLC24,513$1.23M0.2%N/A0.129%
4/11/2025Ullmann Wealth Partners Group LLC365,880$18.38M2.4%+5.3%2.224%
4/11/2025Foster Group Inc.519,693$26.11M1.0%+1.2%3.159%
4/10/2025Richard P Slaughter Associates Inc49,761$2.50M0.6%+550.5%0.302%
4/9/2025Kwmg LLC46,952$2.36M0.2%-3.2%0.285%
4/9/2025RFG Advisory LLC11,272$566K0.0%N/A0.069%
4/9/2025Merit Financial Group LLC35,798$1.80M0.0%N/A0.218%
4/9/2025Iowa State Bank6,649$334K0.1%N/A0.040%
4/8/2025Highland Financial Advisors LLC39,161$1.97M0.7%-1.6%0.238%
4/8/2025Lantz Financial LLC5,442$273K0.1%-12.1%0.033%
4/4/2025Webster Bank N. A.24,016$1.21M0.1%-59.0%0.146%
4/3/2025First Citizens Financial Corp38,215$1.92M1.1%N/A0.232%
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3/18/2025Objective Capital Management LLC9,196$459K0.3%-17.5%0.058%
3/17/2025Wealth Enhancement Advisory Services LLC42,599$2.13M0.0%N/A0.268%
2/21/2025Ascent Group LLC184,721$9.23M0.7%+2.0%1.184%
2/19/2025Columbia River Financial Group LLC28,059$1.40M1.0%N/A0.227%
2/18/2025Fourth Dimension Wealth LLC18,608$929K0.5%N/A0.151%
2/17/2025Willis Johnson & Associates Inc.42,558$2.13M0.2%-36.9%0.345%
2/17/2025Visionary Wealth Advisors4,162$208K0.0%-24.1%0.034%
2/17/2025Obsidian Personal Planning Solutions LLC65,621$3.30M1.6%+4.6%0.531%
2/17/2025Focus Partners Wealth401,616$20.06M0.1%+129.9%3.252%
2/17/2025Clarity Asset Management Inc.98,917$4.94M3.2%+1.0%0.801%
(Data available from 1/1/2016 forward)

MEAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MEAR shares?

During the previous two years, 156 institutional investors and hedge funds held shares of iShares Short Maturity Municipal Bond Active ETF. The most heavily invested institutionals were Rockwood Wealth Management LLC ($89.92M), Resonant Capital Advisors LLC ($61.91M), Bank of America Corp DE ($45.89M), Jones Financial Companies Lllp ($40.75M), Integrated Wealth Concepts LLC ($33.85M), Foster Group Inc. ($26.11M), and Kestra Investment Management LLC ($23.37M).Learn more on iShares Short Maturity Municipal Bond Active ETF's institutional investors.

Which institutional investors have been buying iShares Short Maturity Municipal Bond Active ETF's stock?

Of the 133 institutional investors that purchased iShares Short Maturity Municipal Bond Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Integrated Wealth Concepts LLC ($1.13M), JPMorgan Chase & Co. ($1.05M), Rockwood Wealth Management LLC ($913K), Jones Financial Companies Lllp ($802.16K), Resonant Capital Advisors LLC ($441.24K), Kestra Investment Management LLC ($278.20K), and Focus Partners Wealth ($226.94K).

How much institutional buying is happening at iShares Short Maturity Municipal Bond Active ETF?

Institutional investors have bought a total of 6,534,018 shares in the last 24 months. This purchase volume represents approximately $327.83M in transactions.

Which of iShares Short Maturity Municipal Bond Active ETF's major shareholders have been selling company stock?

Of the 54 institutional investors that sold iShares Short Maturity Municipal Bond Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.09M), Bank of America Corp DE ($232.21K), Stephens Inc. AR ($180.93K), Focus Partners Wealth ($122.67K), Resonant Capital Advisors LLC ($69.18K), HighTower Advisors LLC ($67.64K), and Jane Street Group LLC ($36.54K).

How much institutional selling is happening at iShares Short Maturity Municipal Bond Active ETF?

Institutional investors have sold a total of 2,086,126 shares in the last 24 months. This volume of shares sold represents approximately $104.42M in transactions.


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This page (BATS:MEAR) was last updated on 7/6/2025 by MarketBeat.com Staff
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