Free Trial
→ Why Trump’s “Smart Dollar” could rewrite the rules (From Stansberry Research) (Ad)tc pixel Free MEAR Stock Alerts

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

iShares Short Maturity Municipal Bond Active ETF logo
$50.45 +0.22 (+0.43%)
Closing price 09/5/2025 03:58 PM Eastern
Extended Trading
$50.45 0.00 (0.00%)
As of 09/5/2025 04:10 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$407.39M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$127.63M
Get MEAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Short Maturity Municipal Bond Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MEAR Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.217,177$10.92M0.0%+91.6%0.967%
8/27/2025 Orion Porfolio Solutions LLC20,819$1.05M0.0%-26.6%0.093%
8/19/2025 Newbridge Financial Services Group Inc.577$29K0.0%N/A0.003%
8/19/2025 Advisory Services Network LLC8,146$410K0.0%+17.8%0.036%
8/18/2025 Kestra Investment Management LLC432,954$21.77M0.7%-6.9%1.929%
8/15/2025 Tower Research Capital LLC TRC 19,798$995K0.0%N/A0.088%
8/15/2025 Captrust Financial Advisors584,589$29.39M0.1%+105.8%2.604%
8/15/2025 Orion Porfolio Solutions LLC14,659$737K0.0%-48.4%0.065%
8/15/2025 MML Investors Services LLC28,734$1.44M0.0%-3.2%0.128%
8/15/2025 Modern Wealth Management LLC92,567$4.65M0.1%+0.6%0.412%
8/15/2025 Benjamin Edwards Inc.9,134$459K0.0%+34.6%0.041%
8/15/2025 Bank of America Corp DE1,149,777$57.80M0.0%+21.4%5.122%
8/14/2025 Jane Street Group LLC131,042$6.59M0.0%+468.5%0.584%
8/14/2025 Raymond James Financial Inc.40,640$2.04M0.0%-11.9%0.181%
8/14/2025 Objective Capital Management LLC13,117$659K0.7%-6.5%0.058%
8/14/2025 Clarity Asset Management Inc.61,476$3.09M1.8%-23.8%0.274%
8/14/2025 NewEdge Advisors LLC128,780$6.47M0.0%+7.3%0.574%
8/14/2025 Integrated Investment Consultants LLC86,465$4.35M0.8%+36.3%0.385%
8/14/2025 Obsidian Personal Planning Solutions LLC66,303$3.33M1.3%+1.8%0.295%
8/14/2025 Vertex Planning Partners LLC7,405$372K0.1%+8.4%0.033%
8/14/2025 BlackDiamond Wealth Management LLC6,280$315K0.2%-7.2%0.028%
8/13/2025 Milestone Investment Advisors LLC7,889$397K0.1%+5.3%0.035%
8/13/2025 Portfolio Design Labs LLC123,676$6.22M1.2%-49.6%0.551%
8/13/2025 Willis Johnson & Associates Inc.35,991$1.81M0.1%+66.2%0.160%
8/13/2025 Northwestern Mutual Wealth Management Co.2,390$120K0.0%N/A0.011%
8/12/2025 CreativeOne Wealth LLC9,142$460K0.0%-10.0%0.041%
8/12/2025 Titleist Asset Management LLC32,569$1.64M0.2%+7.9%0.145%
8/12/2025 JPMorgan Chase & Co.290,409$14.60M0.0%-5.6%1.294%
8/11/2025 Perennial Investment Advisors LLC13,018$654K0.1%+148.1%0.058%
8/11/2025 Sykon Capital LLC13,497$678K0.2%+8.0%0.060%
8/8/2025 Tortoise Investment Management LLC66,610$3.35M0.3%+18.9%0.297%
8/8/2025 KM Capital Management Ltd.12,523$630K0.3%-70.0%0.056%
8/8/2025 Rockefeller Capital Management L.P.55,609$2.80M0.0%+141.7%0.248%
8/8/2025 Cetera Investment Advisers152,532$7.67M0.0%+51.9%0.679%
8/8/2025 Creative Planning24,386$1.23M0.0%-3.0%0.109%
8/8/2025 Client First Capital LLC15,313$770K0.4%+10.6%0.068%
8/8/2025 PNC Financial Services Group Inc.5,634$283K0.0%+239.8%0.025%
8/7/2025 Vise Technologies Inc.14,436$726K0.0%N/A0.064%
8/7/2025 Allworth Financial LP11,433$575K0.0%+11.6%0.051%
8/7/2025 Fidelis Capital Partners LLC4,389$221K0.0%+5.0%0.020%
8/6/2025 Stokes Family Office LLC3,987$200K0.0%-7.8%0.018%
8/6/2025 Smart Money Group LLC127,694$6.42M2.0%-10.0%0.569%
8/6/2025 Savant Capital LLC126,382$6.35M0.0%-21.5%0.563%
8/6/2025 Flagship Private Wealth LLC43,305$2.18M0.9%+7.7%0.193%
8/6/2025 Columbia River Financial Group LLC15,970$803K0.5%-33.6%0.071%
8/5/2025 Fourth Dimension Wealth LLC17,069$858K0.4%-8.6%0.076%
8/5/2025 Jacobson & Schmitt Advisors LLC66,993$3.37M0.6%+0.6%0.298%
8/5/2025 BCGM Wealth Management LLC5,783$291K0.1%+21.7%0.026%
8/5/2025 Sigma Planning Corp56,508$2.84M0.1%-3.9%0.252%
8/5/2025 Mission Wealth Management LP5,227$263K0.0%-15.5%0.023%
8/5/2025 Alexander Randolph Advisory Inc.30,020$1.51M1.4%+362.2%0.134%
8/4/2025 Savvy Advisors Inc.22,249$1.12M0.1%+82.9%0.099%
8/4/2025 Horizon Wealth Management LLC59,516$2.99M0.5%N/A0.265%
8/1/2025 Zhang Financial LLC5,037$253K0.0%N/A0.022%
8/1/2025 Envestnet Asset Management Inc.412,801$20.75M0.0%-3.5%1.839%
7/31/2025 Resonant Capital Advisors LLC1,233,046$61.99M4.0%+0.1%5.492%
7/31/2025 Focus Partners Advisor Solutions LLC18,950$953K0.0%N/A0.084%
7/30/2025 Forum Financial Management LP10,500$528K0.0%N/A0.047%
7/30/2025 D.A. Davidson & CO.20,089$1.01M0.0%-5.3%0.089%
7/30/2025 DecisionMap Wealth Management LLC4,701$236K0.2%-10.3%0.021%
7/30/2025 Syntegra Private Wealth Group LLC11,392$573K0.1%N/A0.051%
7/30/2025 Avidian Wealth Enterprises LLC4,184$210K0.0%N/A0.019%
7/29/2025 Stephens Inc. AR214,903$10.80M0.1%+2.1%0.957%
7/29/2025 Chicago Partners Investment Group LLC11,811$594K0.0%+24.6%0.053%
7/29/2025 Quotient Wealth Partners LLC177,362$8.92M0.3%+14.1%0.790%
7/29/2025 Stratos Wealth Partners LTD.31,718$1.59M0.0%+38.2%0.141%
7/29/2025 Harbor Asset Planning Inc.951$48K0.0%N/A0.004%
7/28/2025 Evernest Financial Advisors LLC19,189$965K0.3%+14.5%0.085%
7/28/2025 DORVAL Corp4,749$239K0.1%N/A0.021%
7/28/2025 Harbour Investments Inc.17,093$859K0.0%+13,359.1%0.076%
7/28/2025 Axxcess Wealth Management LLC34,236$1.72M0.0%+568.7%0.152%
7/28/2025 Elmwood Wealth Management Inc.76,605$3.85M1.5%+1.2%0.341%
7/25/2025 Atria Wealth Solutions Inc.32,927$1.66M0.0%+13.5%0.147%
7/25/2025 Total Clarity Wealth Management Inc.21,039$1.06M0.3%-15.6%0.094%
7/25/2025 CWM LLC149,743$7.53M0.0%+1.2%0.667%
7/24/2025 McKinley Carter Wealth Services Inc.16,670$838K0.0%+25.4%0.074%
7/24/2025 Capital Advisors Ltd. LLC2,921$147K0.0%+370.4%0.013%
7/24/2025 Insight Inv LLC7,300$367K0.2%-43.0%0.033%
7/22/2025 Belpointe Asset Management LLC15,558$782K0.0%+20.1%0.069%
7/22/2025 Valley National Advisers Inc.7,046$354K0.1%+24.2%0.031%
7/21/2025 Keystone Financial Group Inc.71,223$3.58M2.3%+36.3%0.317%
7/21/2025 Ascent Group LLC106,255$5.34M0.2%-47.5%0.473%
7/21/2025 Flagship Private Wealth LLC43,305$2.18M1.1%+7.7%0.193%
7/18/2025 Truist Financial Corp20,564$1.03M0.0%+39.8%0.092%
7/17/2025 LexAurum Advisors LLC19,645$988K0.2%-19.9%0.088%
7/17/2025 Janney Montgomery Scott LLC22,336$1.12M0.0%+93.5%0.099%
7/16/2025 Eagle Global Advisors LLC36,650$1.84M0.1%+2.8%0.163%
7/16/2025 Kathmere Capital Management LLC14,900$749K0.1%-27.7%0.066%
7/15/2025 Financial Management Professionals Inc.1,783$90K0.0%N/A0.008%
7/15/2025 Charter Capital Management LLC DE5,697$286K0.2%N/A0.025%
7/15/2025 Kwmg LLC40,562$2.04M0.2%-13.6%0.181%
7/11/2025 Skyline Advisors Inc.65,036$3.27M1.2%N/A0.290%
7/11/2025 Ullmann Wealth Partners Group LLC432,145$21.72M2.6%+18.1%1.925%
7/11/2025 Farther Finance Advisors LLC8,875$446K0.0%+570.3%0.040%
7/11/2025 Silver Oak Securities Incorporated4,118$207K0.0%N/A0.018%
7/11/2025 Rockwood Wealth Management LLC1,908,282$95.93M8.4%+6.6%8.500%
7/10/2025 Wealth Enhancement Advisory Services LLC59,781$3.00M0.0%+20.1%0.266%
7/10/2025 Sharkey Howes & Javer13,321$670K0.1%-5.2%0.059%
7/10/2025 Sovran Advisors LLC76,775$3.86M0.4%N/A0.352%
7/8/2025 Richard P Slaughter Associates Inc83,507$4.20M0.9%+67.8%0.383%
(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, 178 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 ($95.93M), Resonant Capital Advisors LLC ($61.99M), Bank of America Corp DE ($57.80M), Jones Financial Companies Lllp ($40.75M), Integrated Wealth Concepts LLC ($33.85M), Captrust Financial Advisors ($29.39M), and Foster Group Inc. ($26.11M).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 160 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 ($1.03M), Jones Financial Companies Lllp ($802.16K), Resonant Capital Advisors LLC ($442.04K), Captrust Financial Advisors ($300.54K), and Kestra Investment Management LLC ($278.20K).

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

Institutional investors have bought a total of 8,116,349 shares in the last 24 months. This purchase volume represents approximately $407.39M in transactions.

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

Of the 69 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. ($1.10M), Bank of America Corp DE ($232.21K), Stephens Inc. AR ($180.93K), Focus Partners Wealth ($122.67K), Portfolio Design Labs LLC ($121.52K), Ascent Group LLC ($96.01K), and Resonant Capital Advisors LLC ($69.18K).

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

Institutional investors have sold a total of 2,547,689 shares in the last 24 months. This volume of shares sold represents approximately $127.63M in transactions.


Related Companies

This page (BATS:MEAR) was last updated on 9/7/2025 by MarketBeat.com Staff
From Our Partners
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Warren Buffett Issues Cryptic Warning on U.S. Dollar
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
2013 Bitcoin miner reveals his trading system (free)
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
For decades, this “AI metal” was trapped in labs, too slow and expensive to ever reach mass production. The...
True Market Insiders | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsoredtc pixel