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

iShares Short Maturity Municipal Bond Active ETF logo
$50.28 +0.02 (+0.04%)
As of 05/26/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$331.30M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$82.23M
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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
5/19/2026 Bank of America Corp DE1,418,879$71.43M0.0%+20.9%6.320%
5/18/2026 Core Wealth Advisors Inc.24,821$1.25M0.3%+79.8%0.111%
5/18/2026 Royal Bank of Canada159,913$8.05M0.0%-12.3%0.712%
5/15/2026 Waverly Advisors LLC27,703$1.40M0.0%+29.3%0.123%
5/15/2026 Wealth Alliance LLC5,211$262K0.0%N/A0.023%
5/14/2026 Modern Wealth Management LLC55,112$2.77M0.0%-22.7%0.245%
5/13/2026 Cetera Investment Advisers506,011$25.47M0.0%+4.3%2.254%
5/8/2026 PNC Financial Services Group Inc.12,062$607K0.0%+2.0%0.054%
5/7/2026 Meeder Advisory Services Inc.42,722$2.15M0.1%-0.8%0.190%
5/6/2026 Centennial Bank AR 2,139$108K0.0%+23.6%0.010%
5/6/2026 Bessemer Group Inc.21,537$1.08M0.0%N/A0.096%
5/6/2026 Smart Money Group LLC158,802$7.99M2.3%+16.5%0.707%
5/5/2026 D.A. Davidson & CO.23,034$1.16M0.0%-2.1%0.103%
5/5/2026 Bank of New York Mellon Corp428,835$21.59M0.0%+725.3%1.910%
5/5/2026 Sanctuary Advisors LLC101,344$5.10M0.0%-16.4%0.451%
5/5/2026 Sigma Planning Corp63,374$3.19M0.1%+2.7%0.282%
5/4/2026 Evernest Financial Advisors LLC29,344$1.48M0.3%+33.1%0.131%
5/4/2026 Objective Capital Management LLC17,211$866K0.9%-3.6%0.077%
5/4/2026 Chicago Partners Investment Group LLC15,752$793K0.0%+32.1%0.070%
5/2/2026 Valmark Advisers Inc.4,664$235K0.0%N/A0.021%
5/1/2026 Fifth Third Bancorp30,691$1.55M0.0%N/A0.137%
5/1/2026 Sovran Advisors LLC41,422$2.09M0.2%-3.6%0.185%
4/30/2026 Kestra Advisory Services LLC60,856$3.06M0.0%-16.6%0.271%
4/29/2026 Rockwood Wealth Management LLC2,276,419$114.60M8.2%+3.9%10.140%
4/29/2026 Resonant Capital Advisors LLC1,666,710$83.90M4.4%+21.4%7.424%
4/28/2026 DGS Capital Management LLC130,726$6.58M1.1%+27.3%0.582%
4/28/2026 Stephens Inc. AR40,727$2.05M0.0%-70.2%0.181%
4/28/2026 Pine Harbor Wealth Management LLC175,063$8.81M2.6%-0.4%0.780%
4/27/2026 HB Wealth Management LLC6,472$326K0.0%N/A0.029%
4/27/2026 Private Advisor Group LLC20,429$1.03M0.0%-19.7%0.091%
4/27/2026 Client First Capital LLC9,167$461K0.2%-48.6%0.041%
4/27/2026 Elevation Point Wealth Partners LLC12,570$633K0.0%-28.0%0.056%
4/24/2026 Horizon Wealth Management LLC57,925$2.92M0.4%-7.9%0.258%
4/24/2026 DeLarme Wealth Management Inc.124,805$6.28M4.0%+5.5%0.556%
4/24/2026 Flagship Private Wealth LLC48,990$2.47M1.0%+21.1%0.218%
4/23/2026 Asset Allocation Strategies LLC33,078$1.67M0.3%N/A0.147%
4/22/2026 Keystone Financial Group Inc.43,903$2.21M1.1%-45.0%0.196%
4/21/2026 Silver Oak Securities Incorporated5,628$283K0.0%-9.6%0.025%
4/20/2026 Kestra Private Wealth Services LLC10,050$506K0.0%+7.5%0.045%
4/20/2026 Chatterton & Associates Inc.10,851$545K0.4%+97.8%0.048%
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4/20/2026 Friedenthal Financial2,671$134K0.1%N/A0.012%
4/17/2026 Total Clarity Wealth Management Inc.20,256$1.02M0.2%-3.7%0.090%
4/17/2026 Webster Bank N. A.4,016$202K0.0%-71.3%0.018%
4/17/2026 Five Pine Wealth Management31,913$1.61M1.0%+3.3%0.142%
4/17/2026 Financial Management Network Inc.7,488$376K0.1%+24.0%0.033%
4/17/2026 Capital Advisors Ltd. LLC5,605$282K0.0%+25.0%0.025%
4/16/2026 Quotient Wealth Partners LLC204,221$10.28M0.3%+10.3%0.910%
3/17/2026 Rockefeller Capital Management L.P.114,797$5.78M0.0%+166.6%0.511%
3/9/2026 Corient Private Wealth LLC4,497$226K0.0%N/A0.020%
3/3/2026Integrated Investment Consultants LLC76,887$3.87M0.8%+6.3%0.342%
2/26/2026 BDFS Capital LLC4,227$213K0.1%N/A0.019%
2/24/2026 DGS Capital Management LLC102,678$5.17M0.9%+7.9%0.457%
2/19/2026 Axxcess Wealth Management LLC48,687$2.45M0.0%+30.7%0.217%
2/19/2026 Corient Private Wealth LLC4,497$226K0.0%N/A0.020%
2/18/2026 Beacon Pointe Advisors LLC45,747$2.30M0.0%+72.2%0.204%
2/18/2026 NewEdge Advisors LLC103,503$5.21M0.0%-5.5%0.461%
2/18/2026 Stokes Family Office LLC4,205$212K0.0%-16.2%0.019%
2/18/2026 VestGen Advisors LLC23,260$1.17M0.0%N/A0.104%
2/18/2026 OLD Mission Capital LLC7,532$379K0.0%N/A0.034%
2/18/2026 IHT Wealth Management LLC7,462$375K0.0%+21.8%0.033%
2/18/2026 Centennial Bank AR 1,730$87K0.0%+183.6%0.008%
2/17/2026 Cetera Investment Advisers485,302$24.42M0.0%+138.2%2.162%
2/17/2026 Kovack Advisors Inc.4,001$201K0.0%N/A0.018%
2/17/2026 Osaic Holdings Inc.231,991$11.68M0.0%+5.4%1.033%
2/17/2026 KM Capital Management Ltd.9,066$456K0.2%-4.7%0.040%
2/17/2026 Captrust Financial Advisors1,470,159$73.98M0.1%+16.8%6.549%
2/17/2026 Royal Bank of Canada182,240$9.17M0.0%+11.2%0.812%
2/16/2026 MML Investors Services LLC33,473$1.68M0.0%+44.8%0.149%
2/16/2026 Mariner LLC72,457$3.65M0.0%+10.2%0.323%
2/16/2026 Evernest Financial Advisors LLC22,045$1.11M0.2%+16.7%0.098%
2/16/2026 Focus Partners Wealth201,764$10.15M0.0%+0.6%0.899%
2/16/2026 Clarity Asset Management Inc.64,674$3.25M1.8%+2.1%0.288%
2/16/2026 Cornerstone Financial Management LLC22,612$1.14M1.1%N/A0.101%
2/13/2026 Kestra Advisory Services LLC72,967$3.67M0.0%+56.5%0.325%
2/13/2026 Stifel Financial Corp49,867$2.51M0.0%+9.8%0.222%
2/13/2026 Southeast Asset Advisors LLC7,750$390K0.0%N/A0.035%
2/13/2026 Morgan Stanley3,213,395$161.70M0.0%-6.0%14.314%
2/13/2026 Integrated Wealth Concepts LLC652,199$32.82M0.4%-0.9%2.905%
2/13/2026 Ausdal Financial Partners Inc.76,335$3.84M0.2%N/A0.340%
2/12/2026 Orion Porfolio Solutions LLC6,865$345K0.0%-61.2%0.031%
2/12/2026 Commonwealth Equity Services LLC32,172$1.62M0.0%+4.7%0.143%
2/12/2026 Daybright Advisory Services Inc.23,314$1.17M0.3%N/A0.104%
2/12/2026 Columbia River Financial Group LLC18,628$937K0.6%-1.3%0.083%
2/12/2026 Sykon Capital LLC12,297$619K0.2%-8.9%0.055%
2/12/2026 Elevation Point Wealth Partners LLC17,470$879K0.0%N/A0.078%
2/12/2026 Titleist Asset Management LLC40,020$2.01M0.2%+14.3%0.178%
2/12/2026 Steward Partners Investment Advisory LLC3,900$196K0.0%N/A0.017%
2/12/2026 Ullmann Wealth Partners Group LLC445,545$22.47M2.3%-1.4%1.985%
2/11/2026 Meeder Advisory Services Inc.43,057$2.17M0.1%+0.9%0.192%
2/11/2026 Dorsey & Whitney Trust CO LLC4,028$203K0.0%N/A0.018%
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2/11/2026 Janney Montgomery Scott LLC21,197$1.07M0.0%-12.5%0.094%
2/11/2026 Portfolio Design Labs LLC111,828$5.63M0.9%-3.6%0.498%
2/11/2026 Cerity Partners LLC9,169$461K0.0%N/A0.041%
2/11/2026 LPL Financial LLC672,920$33.86M0.0%+10.3%2.997%
2/11/2026 JPMorgan Chase & Co.298,634$15.03M0.0%-9.9%1.330%
2/11/2026 Vise Technologies Inc.7,478$376K0.0%-31.4%0.033%
2/10/2026 TAGStone Capital Inc.9,061$456K0.2%-3.9%0.040%
2/10/2026 BlackDiamond Wealth Management LLC5,377$272K0.1%-16.9%0.024%
2/10/2026 Syntegra Private Wealth Group LLC25,522$1.28M0.1%+24.2%0.114%
2/10/2026 Goldman Sachs Group Inc.6,010$302K0.0%N/A0.027%


MEAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 233 institutional investors and hedge funds held shares of iShares Short Maturity Municipal Bond Active ETF. The most heavily invested institutionals were Morgan Stanley ($161.70M), Rockwood Wealth Management LLC ($114.60M), Resonant Capital Advisors LLC ($83.90M), Captrust Financial Advisors ($73.98M), Bank of America Corp DE ($71.43M), LPL Financial LLC ($33.86M), and Integrated Wealth Concepts LLC ($32.82M).Learn more on iShares Short Maturity Municipal Bond Active ETF's institutional investors.

Of the 212 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: Rockwood Wealth Management LLC ($1.40M), Captrust Financial Advisors ($1.19M), JPMorgan Chase & Co. ($1.13M), Resonant Capital Advisors LLC ($875.70K), Jones Financial Companies Lllp ($821.68K), Bank of America Corp DE ($447.73K), and Cetera Investment Advisers ($396.07K).

Institutional investors have bought a total of 6,579,266 shares in the last 24 months. This purchase volume represents approximately $331.30M in transactions.

Of the 95 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: Morgan Stanley ($205.44K), Stephens Inc. AR ($174.18K), Portfolio Design Labs LLC ($125.73K), Kestra Investment Management LLC ($110.61K), Ascent Group LLC ($107.20K), Bank of America Corp DE ($68.87K), and Savant Capital LLC ($67.01K).

Institutional investors have sold a total of 1,633,253 shares in the last 24 months. This volume of shares sold represents approximately $82.23M in transactions.


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This page (BATS:MEAR) was last updated on 5/27/2026 by MarketBeat.com Staff.
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