BlackRock Short Maturity Municipal Bond ETF (MEAR) Institutional Ownership

$50.05
+0.02 (+0.04%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$67.37M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$40.25M
Get MEAR Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

MEAR Institutional Buying and Selling by Quarter

BlackRock Short Maturity Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/5/2024 VERITY Wealth Advisors15,421$773K0.6%+53.6%0.150%
4/3/2024 Arden Trust Co36,843$1.85M0.3%+5.2%0.358%
2/13/2024Hirtle Callaghan & Co LLC7,124$356K0.0%N/A0.069%
2/7/2024One Capital Management LLC15,227$761K0.0%-39.7%0.148%
2/7/2024Valley Wealth Managers Inc.846$42K0.0%+31.0%0.008%
2/2/2024Cross Staff Investments Inc8,000$400K0.4%N/A0.078%
1/29/2024ORG Partners LLC1,499$75K0.0%N/A0.015%
1/23/2024Integrated Investment Consultants LLC86,400$4.32M0.7%N/A0.839%
1/4/2024 VERITY Wealth Advisors10,038$502K0.4%N/A0.097%
1/4/2024 Arden Trust Co35,015$1.75M0.3%-34.5%0.340%
11/15/2023Integrated Wealth Concepts LLC1,241,135$61.82M1.1%+1,015.5%12.050%
11/8/2023Janney Montgomery Scott LLC7,990$398K0.0%-20.0%0.078%
11/6/2023Aveo Capital Partners LLC10,021$499K0.1%N/A0.097%
11/6/2023Sigma Planning Corp37,135$1.85M0.1%+9.0%0.361%
11/6/2023Lincoln National Corp18,908$942K0.0%-8.5%0.184%
10/10/2023 Arden Trust Co53,425$2.66M0.4%+41.2%0.519%
10/4/2023 Massmutual Trust Co. FSB ADV8,697$433K0.0%N/A0.084%
7/28/2023Hallmark Capital Management Inc.646$32K0.0%-69.5%0.007%
7/21/2023Graypoint LLC17,774$887K0.1%-9.9%0.192%
7/17/2023First International Bank & Trust21,750$1.09M0.3%+53.7%0.235%
7/14/2023 Arden Trust Co37,838$1.89M0.3%N/A0.409%
7/10/2023 Foster Group Inc.446,074$22.26M1.3%+3.3%4.822%
7/10/2023Kwmg LLC38,946$1.94M0.2%+6.2%0.421%
7/10/2023AE Wealth Management LLC23,402$1.17M0.0%-45.8%0.253%
5/12/2023NewEdge Advisors LLC60,151$3.01M0.0%-6.4%0.654%
5/11/2023Icon Wealth Partners LLC2,320$116K0.0%N/A0.025%
5/11/2023One Capital Management LLC29,222$1.46M0.1%-39.2%0.318%
5/3/2023Integrated Wealth Concepts LLC72,806$3.64M0.1%-90.9%0.791%
5/2/2023Graypoint LLC19,729$986K0.1%-11.6%0.214%
3/6/2023Rockefeller Capital Management L.P.5,296$263K0.0%-15.9%0.000%
3/6/2023OLD Mission Capital LLC6,180$307K0.0%N/A0.000%
2/17/2023Ascent Group LLC30,124$1.50M0.2%+27.1%0.000%
2/14/2023Tobias Financial Advisors Inc.73,364$3.65M1.2%+0.7%0.000%
2/13/2023CFS Investment Advisory Services LLC13,318$662K0.2%-7.8%0.000%
2/13/2023Atria Wealth Solutions Inc.28,759$1.43M0.0%-1.9%0.000%
2/10/2023Bank of America Corp DE3,625,878$180.28M0.0%+1.6%0.000%
2/10/2023Creative Planning33,669$1.67M0.0%-19.8%0.000%
2/10/2023Advisor Group Holdings Inc.44,274$2.20M0.0%-45.7%0.000%
2/9/2023First International Bank & Trust14,073$700K0.2%N/A0.000%
2/9/2023Sowell Financial Services LLC25,390$1.26M0.1%N/A0.000%
Exposed: 10 CENT Crypto to Explode April 20th? (Ad)

Former Wall Street Insider and Professional Money Manager Reveals 4 Cryptos BETTER Than Bitcoin

Click For My #1 FREE Crypto for 2024
2/9/2023HighTower Advisors LLC136,517$6.79M0.0%-16.5%0.000%
2/9/2023Mercer Global Advisors Inc. ADV11,127$553K0.0%+29.4%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.39,182$1.95M0.0%+660.7%0.000%
2/8/2023Donaldson Capital Management LLC13,824$687K0.0%-17.5%0.000%
2/8/2023UBS Group AG251,689$12.51M0.0%+264.5%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.95,086$4.73M0.0%+1.8%0.000%
2/8/2023Highland Financial Advisors LLC27,889$1.39M0.8%N/A0.000%
2/8/2023Lincoln National Corp21,830$1.09M0.0%-11.5%0.000%
2/7/2023Eagle Global Advisors LLC48,750$2.42M0.2%+1.8%0.000%
2/7/2023Modera Wealth Management LLC7,995$398K0.0%-88.0%0.000%
2/7/2023Commonwealth Equity Services LLC24,525$1.22M0.0%+70.3%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.3,388$168K0.0%+57.9%0.000%
2/7/2023LPL Financial LLC117,280$5.83M0.0%+9.5%0.000%
2/7/2023IFP Advisors Inc11,732$582K0.0%+108.4%0.000%
2/7/2023Envestnet Asset Management Inc.104,001$5.17M0.0%+1.1%0.000%
2/7/2023Syverson Strege & Co71,746$3.57M1.6%-14.2%0.000%
2/6/2023Brinker Capital Investments LLC44,152$2.20M0.0%-7.0%0.000%
2/6/20231900 Wealth Management LLC188,980$9.40M1.0%-22.1%0.000%
2/2/2023Resources Investment Advisors LLC.56,788$2.82M0.1%+224.2%0.000%
2/2/2023Windsor Group LTD17,257$860K0.2%N/A0.000%
2/1/2023Hohimer Wealth Management LLC14,283$710K0.2%-13.7%0.000%
2/1/2023 CWM LLC94,082$4.68M0.0%-4.7%0.000%
2/1/2023Barber Financial Group Inc.13,374$665K0.2%+110.4%0.000%
1/31/2023Atria Investments Inc25,389$1.26M0.0%+3.4%0.000%
1/31/2023Kestra Advisory Services LLC11,955$594K0.0%-27.1%0.000%
1/31/2023AE Wealth Management LLC39,503$1.96M0.0%+50.0%0.000%
1/31/2023Source Financial Advisors LLC36,885$1.83M0.7%+633.7%0.000%
1/31/2023Graypoint LLC22,316$1.11M0.1%-8.0%0.000%
1/26/2023Elmwood Wealth Management Inc.47,635$2.37M1.2%+3.7%0.000%
1/25/2023Steel Peak Wealth Management LLC4,764$237K0.0%-52.7%0.000%
1/24/2023Kathmere Capital Management LLC273,490$13.60M2.4%-11.5%0.000%
1/24/2023Royal Harbor Partners LLC19,268$958K0.6%N/A0.000%
1/23/2023 Lantz Financial LLC10,916$543K0.2%+28.3%0.000%
1/20/2023Avestar Capital LLC18,061$898K0.2%+6.4%0.000%
1/19/2023Cliftonlarsonallen Wealth Advisors LLC18,486$919K0.0%N/A0.000%
1/18/2023Private Advisor Group LLC94,700$4.71M0.0%+1,419.6%0.000%
1/17/2023Teamwork Financial Advisors LLC18,807$935K0.2%+19.0%0.000%
1/12/2023Valley National Advisers Inc.9,843$490K0.1%+3,984.2%0.000%
1/10/2023Kwmg LLC34,990$1.74M0.2%+12.4%0.000%
12/5/2022Centaurus Financial Inc.55,410$2.75M0.3%N/A0.000%
11/23/2022Client 1ST Advisory Group LLC6,321$314K0.2%-7.3%0.000%
11/16/2022Ascent Group LLC23,701$1.18M0.1%+308.2%0.000%
11/15/2022Colony Group LLC81,633$4.05M0.1%+13.3%0.000%
11/15/2022Stokes Family Office LLC42,563$2.11M0.3%-4.3%0.000%
11/15/2022Tobias Financial Advisors Inc.72,821$3.62M1.3%+30.1%0.000%
11/14/2022Elmwood Wealth Management Inc.45,935$2.28M1.1%+12.2%0.000%
11/14/2022Visionary Wealth Advisors60,004$2.98M0.3%+10.3%0.000%
11/14/2022Laurel Wealth Advisors Inc.14,232$707K0.1%N/A0.000%
11/14/2022One Capital Management LLC27,949$1.39M0.1%+70.8%0.000%
11/14/2022MML Investors Services LLC30,046$1.49M0.0%+28.9%0.000%
Exposed: 10 CENT Crypto to Explode April 20th? (Ad)

Former Wall Street Insider and Professional Money Manager Reveals 4 Cryptos BETTER Than Bitcoin

Click For My #1 FREE Crypto for 2024
11/14/2022 Roble Belko & Company Inc13,526$671K0.2%-46.6%0.000%
11/10/2022Envestnet Asset Management Inc.102,912$5.11M0.0%-35.7%0.000%
11/10/2022Sigma Planning Corp33,792$1.68M0.1%+0.9%0.000%
11/10/2022UBS Group AG69,046$3.43M0.0%+93.5%0.000%
11/9/2022Bessemer Group Inc.21,902$1.09M0.0%N/A0.000%
11/9/2022Orion Portfolio Solutions LLC9,232$458K0.0%-8.6%0.000%
11/9/2022Syverson Strege & Co83,602$4.15M2.1%+0.9%0.000%
11/8/2022Resources Investment Advisors LLC.17,517$870K0.0%N/A0.000%
11/8/2022IFP Advisors Inc5,630$280K0.0%+7.0%0.000%
11/3/2022Creative Planning41,971$2.08M0.0%-12.6%0.000%
(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, 107 institutional investors and hedge funds held shares of BlackRock Short Maturity Municipal Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($180.28M), Integrated Wealth Concepts LLC ($61.82M), Foster Group Inc. ($22.26M), Kathmere Capital Management LLC ($13.60M), UBS Group AG ($12.51M), 1900 Wealth Management LLC ($9.40M), and HighTower Advisors LLC ($6.79M).Learn more on MEAR's institutional investors.

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

Of the 92 institutional investors that purchased BlackRock Short Maturity Municipal Bond 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), Kathmere Capital Management LLC ($303.97K), 1900 Wealth Management LLC ($244.91K), UBS Group AG ($216.00K), Bank of America Corp DE ($111.29K), Private Advisor Group LLC ($105.32K), and CWM LLC ($98.77K).

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

Institutional investors have bought a total of 3,628,147 shares in the last 24 months. This purchase volume represents approximately $180.52M in transactions.

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

Of the 50 institutional investors that sold BlackRock Short Maturity Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($724.70K), CFS Investment Advisory Services LLC ($478.27K), Kathmere Capital Management LLC ($272.90K), Envestnet Asset Management Inc. ($124.11K), Cliftonlarsonallen Wealth Advisors LLC ($108.66K), Brinker Capital Investments LLC ($60.64K), and Modera Wealth Management LLC ($58.70K).

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

Institutional investors have sold a total of 2,243,809 shares in the last 24 months. This volume of shares sold represents approximately $111.76M in transactions.


This page (BATS:MEAR) was last updated on 4/23/2024 by MarketBeat.com Staff

From Our Partners