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

iShares Short Maturity Municipal Bond Active ETF logo
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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)
111
Total
Institutional Inflows
(last 12 months)
$256.22M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$91.18M
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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
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%
4/29/2025 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%0.745%
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%
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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%
3/18/2025Objective 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%
2/21/2025Ascent 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%
2/17/2025Willis 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%
2/17/2025Cetera Investment Advisers60,603$3.03M0.0%+3.3%0.491%
2/17/2025Citadel Advisors LLC6,387$319K0.0%N/A0.052%
2/17/2025Bank of America Corp DE918,690$45.89M0.0%-20.2%7.439%
2/17/2025Benjamin Edwards Inc.9,505$475K0.0%-8.4%0.077%
2/14/2025Jane Street Group LLC59,588$2.98M0.0%+188.7%0.482%
2/14/2025Core Wealth Advisors Inc.14,130$706K0.2%+16.4%0.114%
2/14/2025Keyvantage Wealth LLC8,154$407K0.3%N/A0.066%
2/14/2025Integrated Wealth Concepts LLC677,266$33.83M0.4%-2.5%5.484%
2/14/2025IHT Wealth Management LLC9,207$460K0.0%-14.6%0.075%
2/14/2025Stifel Financial Corp41,939$2.10M0.0%+3.0%0.340%
2/14/2025 OneDigital Investment Advisors LLC89,049$4.45M0.1%+11.7%0.721%
2/14/2025MML Investors Services LLC25,903$1.29M0.0%+5.9%0.210%
2/13/2025NewEdge Advisors LLC131,974$6.59M0.0%+36.0%1.069%
2/13/2025Belpointe Asset Management LLC15,692$790K0.0%+19.8%0.127%
2/13/2025CreativeOne Wealth LLC15,125$756K0.0%+23.0%0.122%
2/13/2025Mariner LLC17,934$896K0.0%+16.1%0.145%
2/13/2025Savvy Advisors Inc.12,166$608K0.1%N/A0.099%
2/13/2025Rockefeller Capital Management L.P.16,064$802K0.0%N/A0.130%
2/13/2025Raymond James Financial Inc.33,813$1.69M0.0%N/A0.274%
2/13/2025Advisory Services Network LLC6,635$331K0.0%-14.8%0.054%
2/13/2025Titleist Asset Management LLC27,629$1.38M0.2%+15.0%0.224%
2/13/2025 Envestnet Asset Management Inc.290,708$14.52M0.0%+13.6%2.354%
2/13/2025Wells Fargo & Company MN2,370$118K0.0%+18.5%0.019%
2/12/2025 Milestone Investment Advisors LLC7,491$374K0.1%+7.1%0.061%
2/12/2025OLD Mission Capital LLC25,867$1.29M0.0%N/A0.209%
2/12/2025WealthTrak Capital Management LLC2,102$105K0.1%N/A0.017%
2/12/2025Orion Portfolio Solutions LLC33,737$1.69M0.0%-18.9%0.273%
2/12/2025JPMorgan Chase & Co.307,096$15.34M0.0%-77.9%2.487%
2/11/2025Syverson Strege & Co27,732$1.39M0.5%+2.8%0.225%
2/11/2025Modern Wealth Management LLC84,336$4.23M0.1%+129.7%0.683%
2/11/2025 Hill Island Financial LLC34,895$1.74M0.5%+1.1%0.283%
2/11/2025LPL Financial LLC334,648$16.72M0.0%+3.7%2.710%
2/11/2025Sykon Capital LLC20,857$1.04M0.4%-37.5%0.169%
2/11/2025Stokes Family Office LLC4,173$208K0.0%-17.1%0.034%
2/10/2025Thrivent Financial for Lutherans9,766$490K0.0%+14.6%0.079%
2/10/2025 Yardley Wealth Management LLC46,632$2.34M1.1%+100.0%0.378%
2/10/2025Commonwealth Equity Services LLC58,544$2.92M0.0%+3.7%0.474%
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2/10/2025 DecisionMap Wealth Management LLC5,909$295K0.2%N/A0.048%
2/10/2025Avantax Advisory Services Inc.11,027$551K0.0%-6.9%0.089%
2/10/2025 Farther Finance Advisors LLC1,210$60K0.0%N/A0.010%
2/7/2025HighTower Advisors LLC134,286$6.71M0.0%+74.2%1.087%
2/7/2025 Donaldson Capital Management LLC62,502$3.12M0.1%+56.3%0.506%
2/6/2025Raymond James Financial Inc.33,813$1.69M0.0%N/A0.274%
2/6/2025Jones Financial Companies Lllp11,215$560K0.0%+25.7%0.091%
2/5/2025Sharkey Howes & Javer25,407$1.27M0.2%N/A0.206%
2/5/2025Dynasty Wealth Management LLC143,639$7.18M0.1%N/A1.163%
2/4/2025BCGM Wealth Management LLC4,729$236K0.1%N/A0.038%
(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, 144 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), Integrated Wealth Concepts LLC ($33.83M), Foster Group Inc. ($26.11M), Envestnet Asset Management Inc. ($21.50M), and Focus Partners Wealth ($20.06M).Learn more on MEAR's institutional investors.

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

Of the 122 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), Resonant Capital Advisors LLC ($441.24K), Focus Partners Wealth ($226.94K), Savant Capital LLC ($192.15K), and Envestnet Asset Management Inc. ($172.09K).

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

Institutional investors have bought a total of 6,460,294 shares in the last 24 months. This purchase volume represents approximately $323.60M in transactions.

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

Of the 48 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), Integrated Wealth Concepts LLC ($742.05K), Bank of America Corp DE ($232.21K), Stephens Inc. AR ($180.93K), Resonant Capital Advisors LLC ($69.18K), Webster Bank N. A. ($34.62K), and One Capital Management LLC ($28.89K).

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

Institutional investors have sold a total of 2,628,144 shares in the last 24 months. This volume of shares sold represents approximately $131.43M in transactions.


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This page (BATS:MEAR) was last updated on 5/1/2025 by MarketBeat.com Staff
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