Free Trial
→ The $7 company helping Nvidia build the world’s first trillion-dollar robot … (From Weiss Ratings) (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
$50.38 +0.15 (+0.29%)
Closing price 10/3/2025 03:55 PM Eastern
Extended Trading
$50.38 0.00 (0.00%)
As of 10/3/2025 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)
$128.39M
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
10/3/2025First Citizens Financial Corp8,959$453K0.2%-62.7%0.040%
9/4/2025Osaic Holdings Inc.217,177$10.92M0.0%+91.6%0.967%
8/27/2025Orion Porfolio Solutions LLC20,819$1.05M0.0%-26.6%0.093%
8/19/2025Newbridge Financial Services Group Inc.577$29K0.0%N/A0.003%
8/19/2025Advisory Services Network LLC8,146$410K0.0%+17.8%0.036%
8/18/2025Kestra Investment Management LLC432,954$21.77M0.7%-6.9%1.929%
8/15/2025Tower Research Capital LLC TRC 19,798$995K0.0%N/A0.088%
8/15/2025Captrust Financial Advisors584,589$29.39M0.1%+105.8%2.604%
8/15/2025Orion Porfolio Solutions LLC14,659$737K0.0%-48.4%0.065%
8/15/2025MML Investors Services LLC28,734$1.44M0.0%-3.2%0.128%
8/15/2025Modern Wealth Management LLC92,567$4.65M0.1%+0.6%0.412%
8/15/2025Benjamin Edwards Inc.9,134$459K0.0%+34.6%0.041%
8/15/2025Bank of America Corp DE1,149,777$57.80M0.0%+21.4%5.122%
8/14/2025Jane Street Group LLC131,042$6.59M0.0%+468.5%0.584%
8/14/2025Raymond James Financial Inc.40,640$2.04M0.0%-11.9%0.181%
8/14/2025Objective Capital Management LLC13,117$659K0.7%-6.5%0.058%
8/14/2025Clarity Asset Management Inc.61,476$3.09M1.8%-23.8%0.274%
8/14/2025NewEdge Advisors LLC128,780$6.47M0.0%+7.3%0.574%
8/14/2025Integrated Investment Consultants LLC86,465$4.35M0.8%+36.3%0.385%
8/14/2025Obsidian Personal Planning Solutions LLC66,303$3.33M1.3%+1.8%0.295%
8/14/2025Vertex Planning Partners LLC7,405$372K0.1%+8.4%0.033%
8/14/2025BlackDiamond Wealth Management LLC6,280$315K0.2%-7.2%0.028%
8/13/2025Milestone Investment Advisors LLC7,889$397K0.1%+5.3%0.035%
8/13/2025Portfolio Design Labs LLC123,676$6.22M1.2%-49.6%0.551%
8/13/2025Willis Johnson & Associates Inc.35,991$1.81M0.1%+66.2%0.160%
8/13/2025Northwestern Mutual Wealth Management Co.2,390$120K0.0%N/A0.011%
8/12/2025CreativeOne Wealth LLC9,142$460K0.0%-10.0%0.041%
8/12/2025Titleist Asset Management LLC32,569$1.64M0.2%+7.9%0.145%
8/12/2025JPMorgan Chase & Co.290,409$14.60M0.0%-5.6%1.294%
8/11/2025Perennial Investment Advisors LLC13,018$654K0.1%+148.1%0.058%
8/11/2025Sykon Capital LLC13,497$678K0.2%+8.0%0.060%
8/8/2025Tortoise Investment Management LLC66,610$3.35M0.3%+18.9%0.297%
8/8/2025KM Capital Management Ltd.12,523$630K0.3%-70.0%0.056%
8/8/2025Rockefeller Capital Management L.P.55,609$2.80M0.0%+141.7%0.248%
8/8/2025Cetera Investment Advisers152,532$7.67M0.0%+51.9%0.679%
8/8/2025Creative Planning24,386$1.23M0.0%-3.0%0.109%
8/8/2025Client First Capital LLC15,313$770K0.4%+10.6%0.068%
8/8/2025PNC Financial Services Group Inc.5,634$283K0.0%+239.8%0.025%
8/7/2025Vise Technologies Inc.14,436$726K0.0%N/A0.064%
8/7/2025Allworth Financial LP11,433$575K0.0%+11.6%0.051%
8/7/2025Fidelis Capital Partners LLC4,389$221K0.0%+5.0%0.020%
8/6/2025Stokes Family Office LLC3,987$200K0.0%-7.8%0.018%
8/6/2025Smart Money Group LLC127,694$6.42M2.0%-10.0%0.569%
8/6/2025Savant Capital LLC126,382$6.35M0.0%-21.5%0.563%
8/6/2025Flagship Private Wealth LLC43,305$2.18M0.9%+7.7%0.193%
8/6/2025Columbia River Financial Group LLC15,970$803K0.5%-33.6%0.071%
8/5/2025Fourth Dimension Wealth LLC17,069$858K0.4%-8.6%0.076%
8/5/2025Jacobson & Schmitt Advisors LLC66,993$3.37M0.6%+0.6%0.298%
8/5/2025BCGM Wealth Management LLC5,783$291K0.1%+21.7%0.026%
8/5/2025Sigma Planning Corp56,508$2.84M0.1%-3.9%0.252%
8/5/2025Mission Wealth Management LP5,227$263K0.0%-15.5%0.023%
8/5/2025Alexander Randolph Advisory Inc.30,020$1.51M1.4%+362.2%0.134%
8/4/2025Savvy Advisors Inc.22,249$1.12M0.1%+82.9%0.099%
8/4/2025Horizon Wealth Management LLC59,516$2.99M0.5%N/A0.265%
8/1/2025Zhang Financial LLC5,037$253K0.0%N/A0.022%
8/1/2025Envestnet Asset Management Inc.412,801$20.75M0.0%-3.5%1.839%
7/31/2025Resonant Capital Advisors LLC1,233,046$61.99M4.0%+0.1%5.492%
7/31/2025Focus Partners Advisor Solutions LLC18,950$953K0.0%N/A0.084%
7/30/2025Forum Financial Management LP10,500$528K0.0%N/A0.047%
7/30/2025D.A. Davidson & CO.20,089$1.01M0.0%-5.3%0.089%
7/30/2025DecisionMap Wealth Management LLC4,701$236K0.2%-10.3%0.021%
7/30/2025Syntegra Private Wealth Group LLC11,392$573K0.1%N/A0.051%
7/30/2025Avidian Wealth Enterprises LLC4,184$210K0.0%N/A0.019%
7/29/2025Stephens Inc. AR214,903$10.80M0.1%+2.1%0.957%
7/29/2025Chicago Partners Investment Group LLC11,811$594K0.0%+24.6%0.053%
7/29/2025Quotient Wealth Partners LLC177,362$8.92M0.3%+14.1%0.790%
7/29/2025Stratos Wealth Partners LTD.31,718$1.59M0.0%+38.2%0.141%
7/29/2025Harbor Asset Planning Inc.951$48K0.0%N/A0.004%
7/28/2025Evernest Financial Advisors LLC19,189$965K0.3%+14.5%0.085%
7/28/2025DORVAL Corp4,749$239K0.1%N/A0.021%
7/28/2025Harbour Investments Inc.17,093$859K0.0%+13,359.1%0.076%
7/28/2025Axxcess Wealth Management LLC34,236$1.72M0.0%+568.7%0.152%
7/28/2025Elmwood Wealth Management Inc.76,605$3.85M1.5%+1.2%0.341%
7/25/2025Atria Wealth Solutions Inc.32,927$1.66M0.0%+13.5%0.147%
7/25/2025Total Clarity Wealth Management Inc.21,039$1.06M0.3%-15.6%0.094%
7/25/2025CWM LLC149,743$7.53M0.0%+1.2%0.667%
7/24/2025McKinley Carter Wealth Services Inc.16,670$838K0.0%+25.4%0.074%
7/24/2025Capital Advisors Ltd. LLC2,921$147K0.0%+370.4%0.013%
7/24/2025Insight Inv LLC7,300$367K0.2%-43.0%0.033%
7/22/2025Belpointe Asset Management LLC15,558$782K0.0%+20.1%0.069%
7/22/2025Valley National Advisers Inc.7,046$354K0.1%+24.2%0.031%
7/21/2025Keystone Financial Group Inc.71,223$3.58M2.3%+36.3%0.317%
7/21/2025Ascent Group LLC106,255$5.34M0.2%-47.5%0.473%
7/21/2025Flagship Private Wealth LLC43,305$2.18M1.1%+7.7%0.193%
7/18/2025Truist Financial Corp20,564$1.03M0.0%+39.8%0.092%
7/17/2025LexAurum Advisors LLC19,645$988K0.2%-19.9%0.088%
7/17/2025Janney Montgomery Scott LLC22,336$1.12M0.0%+93.5%0.099%
7/16/2025Eagle Global Advisors LLC36,650$1.84M0.1%+2.8%0.163%
7/16/2025Kathmere Capital Management LLC14,900$749K0.1%-27.7%0.066%
7/15/2025Financial Management Professionals Inc.1,783$90K0.0%N/A0.008%
7/15/2025Charter Capital Management LLC DE5,697$286K0.2%N/A0.025%
7/15/2025Kwmg LLC40,562$2.04M0.2%-13.6%0.181%
7/11/2025Skyline Advisors Inc.65,036$3.27M1.2%N/A0.290%
7/11/2025Ullmann Wealth Partners Group LLC432,145$21.72M2.6%+18.1%1.925%
7/11/2025Farther Finance Advisors LLC8,875$446K0.0%+570.3%0.040%
7/11/2025Silver Oak Securities Incorporated4,118$207K0.0%N/A0.018%
7/11/2025Rockwood Wealth Management LLC1,908,282$95.93M8.4%+6.6%8.500%
7/10/2025Wealth Enhancement Advisory Services LLC59,781$3.00M0.0%+20.1%0.266%
7/10/2025Sharkey Howes & Javer13,321$670K0.1%-5.2%0.059%
7/10/2025Sovran Advisors LLC76,775$3.86M0.4%N/A0.352%
(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 2,562,719 shares in the last 24 months. This volume of shares sold represents approximately $128.39M in transactions.


Related Companies

This page (BATS:MEAR) was last updated on 10/4/2025 by MarketBeat.com Staff
From Our Partners
Nvidia CEO Makes First Ever Tesla Announcement
While headlines focus on Tesla’s car sales, tech analyst Jeff Brown says the real story is Tesla’s role in a $...
Brownstone Research | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Elon’s Out 🚫. Trump’s DOGE Payouts Keep Flowing (Up to $32K a Year)
DOGE payouts are already moving. Every 90 days, billions flow out — whether you’ve claimed your share or not. ...
Angel Publishing | Sponsoredtc pixel
$3,600 gold is nice ... but here’s what most gold bugs are missing
Gold just surged past $3,600, but Weiss Ratings expert Sean Brodrick says the real upside is in select gold st...
Weiss Ratings | Sponsoredtc pixel
These financial titans stride the earth, invisible
UBS says millionaire ranks have surged 5-fold — but many of these new millionaires aren’t tech moguls or Wall ...
Porter & Company | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Is Nvidia about to Trigger Another 150X Opportunity?
Nvidia gave investors a chance to make more than 150 times their money with its AI chips, known as graphics pr...
InvestorPlace | Sponsoredtc pixel