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

iShares Short Maturity Municipal Bond Active ETF logo
$50.29 +0.02 (+0.04%)
As of 11:20 AM 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)
167
Total
Institutional Inflows
(last 12 months)
$330.79M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$82.29M
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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
6/3/2026NewEdge Advisors LLC102,387$5.15M0.0%-1.1%0.456%
6/1/2026Integrated Investment Consultants LLC86,418$4.35M0.9%+12.4%0.385%
5/19/2026Bank of America Corp DE1,418,879$71.43M0.0%+20.9%6.320%
5/18/2026Core Wealth Advisors Inc.24,821$1.25M0.3%+79.8%0.111%
5/18/2026Royal Bank of Canada159,913$8.05M0.0%-12.3%0.712%
5/15/2026Waverly Advisors LLC27,703$1.40M0.0%+29.3%0.123%
5/15/2026Wealth Alliance LLC5,211$262K0.0%N/A0.023%
5/14/2026Modern Wealth Management LLC55,112$2.77M0.0%-22.7%0.245%
5/13/2026Cetera Investment Advisers506,011$25.47M0.0%+4.3%2.254%
5/8/2026PNC Financial Services Group Inc.12,062$607K0.0%+2.0%0.054%
5/7/2026Meeder Advisory Services Inc.42,722$2.15M0.1%-0.8%0.190%
5/6/2026Centennial Bank AR 2,139$108K0.0%+23.6%0.010%
5/6/2026Bessemer Group Inc.21,537$1.08M0.0%N/A0.096%
5/6/2026Smart Money Group LLC158,802$7.99M2.3%+16.5%0.707%
5/5/2026D.A. Davidson & CO.23,034$1.16M0.0%-2.1%0.103%
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%
5/5/2026Sigma Planning Corp63,374$3.19M0.1%+2.7%0.282%
5/4/2026Evernest Financial Advisors LLC29,344$1.48M0.3%+33.1%0.131%
5/4/2026Objective Capital Management LLC17,211$866K0.9%-3.6%0.077%
5/4/2026Chicago Partners Investment Group LLC15,752$793K0.0%+32.1%0.070%
5/2/2026Valmark Advisers Inc.4,664$235K0.0%N/A0.021%
5/1/2026Fifth Third Bancorp30,691$1.55M0.0%N/A0.137%
5/1/2026Sovran Advisors LLC41,422$2.09M0.2%-3.6%0.185%
4/30/2026Kestra Advisory Services LLC60,856$3.06M0.0%-16.6%0.271%
4/29/2026Rockwood Wealth Management LLC2,276,419$114.60M8.2%+3.9%10.140%
4/29/2026Resonant Capital Advisors LLC1,666,710$83.90M4.4%+21.4%7.424%
4/28/2026DGS Capital Management LLC130,726$6.58M1.1%+27.3%0.582%
4/28/2026Stephens Inc. AR40,727$2.05M0.0%-70.2%0.181%
4/28/2026Pine Harbor Wealth Management LLC175,063$8.81M2.6%-0.4%0.780%
4/27/2026HB Wealth Management LLC6,472$326K0.0%N/A0.029%
4/27/2026Private Advisor Group LLC20,429$1.03M0.0%-19.7%0.091%
4/27/2026Client First Capital LLC9,167$461K0.2%-48.6%0.041%
4/27/2026Elevation Point Wealth Partners LLC12,570$633K0.0%-28.0%0.056%
4/24/2026Horizon Wealth Management LLC57,925$2.92M0.4%-7.9%0.258%
4/24/2026DeLarme Wealth Management Inc.124,805$6.28M4.0%+5.5%0.556%
4/24/2026Flagship Private Wealth LLC48,990$2.47M1.0%+21.1%0.218%
4/23/2026Asset Allocation Strategies LLC33,078$1.67M0.3%N/A0.147%
4/22/2026Keystone Financial Group Inc.43,903$2.21M1.1%-45.0%0.196%
4/21/2026Silver Oak Securities Incorporated5,628$283K0.0%-9.6%0.025%
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4/20/2026Kestra Private Wealth Services LLC10,050$506K0.0%+7.5%0.045%
4/20/2026Chatterton & Associates Inc.10,851$545K0.4%+97.8%0.048%
4/20/2026Friedenthal Financial2,671$134K0.1%N/A0.012%
4/17/2026Total Clarity Wealth Management Inc.20,256$1.02M0.2%-3.7%0.090%
4/17/2026Webster Bank N. A.4,016$202K0.0%-71.3%0.018%
4/17/2026Five Pine Wealth Management31,913$1.61M1.0%+3.3%0.142%
4/17/2026Financial Management Network Inc.7,488$376K0.1%+24.0%0.033%
4/17/2026Capital Advisors Ltd. LLC5,605$282K0.0%+25.0%0.025%
4/16/2026Quotient 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%
2/26/2026BDFS Capital LLC4,227$213K0.1%N/A0.019%
2/24/2026DGS Capital Management LLC102,678$5.17M0.9%+7.9%0.457%
2/19/2026Axxcess 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 AR1,730$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%
2/16/2026MML Investors Services LLC33,473$1.68M0.0%+44.8%0.149%
2/16/2026Mariner LLC72,457$3.65M0.0%+10.2%0.323%
2/16/2026Evernest 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/12/2026Sykon Capital LLC12,297$619K0.2%-8.9%0.055%
2/12/2026Elevation Point Wealth Partners LLC17,470$879K0.0%N/A0.078%
2/12/2026Titleist Asset Management LLC40,020$2.01M0.2%+14.3%0.178%
2/12/2026Steward Partners Investment Advisory LLC3,900$196K0.0%N/A0.017%
2/12/2026Ullmann Wealth Partners Group LLC445,545$22.47M2.3%-1.4%1.985%
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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%
2/11/2026Janney 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%
2/11/2026Vise 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%


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 6,569,231 shares in the last 24 months. This purchase volume represents approximately $330.79M 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 1,634,369 shares in the last 24 months. This volume of shares sold represents approximately $82.29M in transactions.


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This page (BATS:MEAR) was last updated on 7/6/2026 by MarketBeat.com Staff.
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