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

iShares Short Maturity Municipal Bond Active ETF logo
$50.06 +0.09 (+0.17%)
Closing price 05/22/2025 03:58 PM Eastern
Extended Trading
$50.05 -0.01 (-0.02%)
As of 05/22/2025 04:08 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR)

Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$326.85M
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

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

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
2/21/2025 Ascent Group LLC184,721$9.23M0.7%+2.0%1.184%
2/19/2025 Columbia River Financial Group LLC28,059$1.40M1.0%N/A0.227%
2/18/2025 Fourth Dimension Wealth LLC18,608$929K0.5%N/A0.151%
2/17/2025 Willis Johnson & Associates Inc.42,558$2.13M0.2%-36.9%0.345%
2/17/2025 Visionary Wealth Advisors4,162$208K0.0%-24.1%0.034%
2/17/2025 Obsidian Personal Planning Solutions LLC65,621$3.30M1.6%+4.6%0.531%
2/17/2025 Focus Partners Wealth401,616$20.06M0.1%+129.9%3.252%
2/17/2025 Clarity Asset Management Inc.98,917$4.94M3.2%+1.0%0.801%
2/17/2025 Cetera Investment Advisers60,603$3.03M0.0%+3.3%0.491%
2/17/2025 Citadel Advisors LLC6,387$319K0.0%N/A0.052%
(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, 155 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 MEAR's institutional investors.

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

Of the 132 institutional investors that purchased iShares Short Maturity Municipal Bond Active ETF 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 7,866,906 shares in the last 24 months. This purchase volume represents approximately $394.24M in transactions.

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

Of the 59 institutional investors that sold iShares Short Maturity Municipal Bond Active ETF 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 2,148,500 shares in the last 24 months. This volume of shares sold represents approximately $107.54M in transactions.



This page (BATS:MEAR) was last updated on 5/23/2025 by MarketBeat.com Staff
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