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

iShares Short Maturity Municipal Bond Active ETF logo
$50.24 +0.01 (+0.02%)
As of 04:10 PM Eastern
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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)
169
Total
Institutional Inflows
(last 12 months)
$379.72M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$93.65M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp428,835$21.59M0.0%+725.3%1.910%
5/5/2026Sanctuary 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%
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%
3/17/2026Rockefeller Capital Management L.P.114,797$5.78M0.0%+166.6%0.511%
3/9/2026Corient 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%
2/19/2026Corient Private Wealth LLC4,497$226K0.0%N/A0.020%
2/18/2026Beacon Pointe Advisors LLC45,747$2.30M0.0%+72.2%0.204%
2/18/2026NewEdge Advisors LLC103,503$5.21M0.0%-5.5%0.461%
2/18/2026Stokes Family Office LLC4,205$212K0.0%-16.2%0.019%
2/18/2026VestGen Advisors LLC23,260$1.17M0.0%N/A0.104%
2/18/2026OLD Mission Capital LLC7,532$379K0.0%N/A0.034%
2/18/2026IHT Wealth Management LLC7,462$375K0.0%+21.8%0.033%
2/18/2026Centennial Bank AR 1,730$87K0.0%+183.6%0.008%
2/17/2026Cetera Investment Advisers485,302$24.42M0.0%+138.2%2.162%
2/17/2026Kovack Advisors Inc.4,001$201K0.0%N/A0.018%
2/17/2026Osaic Holdings Inc.231,991$11.68M0.0%+5.4%1.033%
2/17/2026KM Capital Management Ltd.9,066$456K0.2%-4.7%0.040%
2/17/2026Captrust Financial Advisors1,470,159$73.98M0.1%+16.8%6.549%
2/17/2026Royal 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%
2/16/2026Mariner LLC72,457$3.65M0.0%+10.2%0.323%
2/16/2026 Evernest Financial Advisors LLC22,045$1.11M0.2%+16.7%0.098%
2/16/2026Focus Partners Wealth201,764$10.15M0.0%+0.6%0.899%
2/16/2026Clarity Asset Management Inc.64,674$3.25M1.8%+2.1%0.288%
2/16/2026Cornerstone 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%
2/13/2026Stifel Financial Corp49,867$2.51M0.0%+9.8%0.222%
2/13/2026Southeast Asset Advisors LLC7,750$390K0.0%N/A0.035%
2/13/2026Morgan Stanley3,213,395$161.70M0.0%-6.0%14.314%
2/13/2026Integrated Wealth Concepts LLC652,199$32.82M0.4%-0.9%2.905%
2/13/2026Ausdal Financial Partners Inc.76,335$3.84M0.2%N/A0.340%
2/12/2026Orion 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%
2/12/2026Daybright Advisory Services Inc.23,314$1.17M0.3%N/A0.104%
2/12/2026Columbia 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%
2/12/2026Steward 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%
2/11/2026Meeder Advisory Services Inc.43,057$2.17M0.1%+0.9%0.192%
2/11/2026Dorsey & Whitney Trust CO LLC4,028$203K0.0%N/A0.018%
2/11/2026 Janney Montgomery Scott LLC21,197$1.07M0.0%-12.5%0.094%
2/11/2026Portfolio Design Labs LLC111,828$5.63M0.9%-3.6%0.498%
2/11/2026Cerity Partners LLC9,169$461K0.0%N/A0.041%
2/11/2026LPL Financial LLC672,920$33.86M0.0%+10.3%2.997%
2/11/2026JPMorgan 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%
2/10/2026TAGStone Capital Inc.9,061$456K0.2%-3.9%0.040%
2/10/2026BlackDiamond 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%
2/10/2026Goldman Sachs Group Inc.6,010$302K0.0%N/A0.027%
2/10/2026Dynasty Wealth Management LLC180,115$9.06M0.1%-8.5%0.802%
2/10/2026One Capital Management LLC21,965$1.11M0.0%+3.0%0.098%
2/10/2026 Blueline Advisors LLC2,304$116K0.1%N/A0.010%
2/10/2026Northwestern Mutual Wealth Management Co.28,168$1.42M0.0%+50.6%0.125%
2/10/2026 Savant Capital LLC114,106$5.74M0.0%-22.2%0.508%
2/9/2026Fidelis Capital Partners LLC4,854$244K0.0%+10.6%0.022%
2/9/2026Kestra Investment Management LLC393,836$19.82M0.5%-16.6%1.754%
2/9/2026Harbour Investments Inc.20,719$1.04M0.0%-2.6%0.092%
2/6/2026 Axxcess Wealth Management LLC48,687$2.45M0.0%+30.7%0.217%
2/6/2026 IFP Advisors Inc30,425$1.53M0.0%+20.9%0.136%
2/6/2026PNC Financial Services Group Inc.11,822$595K0.0%+57.2%0.053%
2/6/2026Quantify Chaos Advisors LLC12,748$641K1.9%N/A0.057%
2/6/2026Tortoise Investment Management LLC61,470$3.09M0.3%-12.9%0.274%


MEAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MEAR shares?

During the previous two years, 230 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 ($54.60M), 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.

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

Of the 209 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 New York Mellon Corp ($376.87K), and Cetera Investment Advisers ($375.37K).

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

Institutional investors have bought a total of 7,544,204 shares in the last 24 months. This purchase volume represents approximately $379.72M in transactions.

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

Of the 101 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), Focus Partners Wealth ($129.14K), Portfolio Design Labs LLC ($125.73K), Kestra Investment Management LLC ($110.61K), Ascent Group LLC ($107.20K), and Bank of America Corp DE ($68.87K).

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

Institutional investors have sold a total of 1,860,639 shares in the last 24 months. This volume of shares sold represents approximately $93.65M in transactions.


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