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

iShares Short Maturity Municipal Bond Active ETF logo
$50.18 +0.04 (+0.08%)
(As of 11/14/2024 ET)
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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)
35
Total
Institutional Inflows
(last 12 months)
$99.69M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.10M
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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
11/14/2024 CreativeOne Wealth LLC12,292$618K0.0%+22.5%0.100%
11/13/2024Shum Financial Group Inc.6,650$333K0.3%N/A0.054%
11/13/2024 D.A. Davidson & CO.18,934$953K0.0%+86.3%0.153%
11/12/2024 CFS Investment Advisory Services LLC5,431$273K0.0%+8.7%0.044%
11/12/2024 Integrated Investment Consultants LLC77,600$3.90M0.1%-10.2%0.628%
11/8/2024 Portfolio Design Labs LLC220,723$11.11M3.1%+171.0%1.787%
11/8/2024 Yardley Wealth Management LLC23,316$1.17M0.7%N/A0.189%
11/7/2024 Obsidian Personal Planning Solutions LLC62,763$3.15M1.5%+12.0%0.508%
11/6/2024 OneDigital Investment Advisors LLC79,718$4.01M0.0%+4.7%0.645%
11/5/2024 Aptus Capital Advisors LLC658$33K0.0%N/A0.005%
11/4/2024 1900 Wealth Management LLC62,287$3.12M0.3%+96.4%0.504%
11/4/2024 Sigma Planning Corp61,530$3.10M0.1%+8.0%0.498%
11/1/2024 Objective Capital Management LLC11,145$561K0.3%N/A0.090%
11/1/2024 Source Financial Advisors LLC181,370$9.13M2.7%+35.3%1.469%
10/31/2024 Concurrent Investment Advisors LLC3,986$201K0.0%N/A0.032%
10/30/2024 Milestone Investment Advisors LLC6,992$352K0.1%+132.8%0.057%
10/30/2024 Flagship Private Wealth LLC16,588$835K0.4%-6.5%0.134%
10/29/2024 Donaldson Capital Management LLC39,990$2.01M0.1%+56.9%0.324%
10/28/2024 Jacobson & Schmitt Advisors LLC48,626$2.45M0.5%+1.6%0.394%
10/28/2024 Stephens Inc. AR391,345$19.69M0.3%+4.8%3.169%
10/28/2024 Summit Wealth Partners LLC7,334$369K0.1%N/A0.059%
10/24/2024 Valley National Advisers Inc.3,680$185K0.0%-70.3%0.030%
10/22/2024 McAdam LLC6,776$341K0.0%-9.8%0.055%
10/21/2024 Evernest Financial Advisors LLC14,527$731K0.2%+2.0%0.118%
10/18/2024Resonant Capital Advisors LLC1,121,077$56.41M4.1%+30.3%9.078%
10/16/2024 Rockwood Wealth Management LLC951,988$47.90M5.3%+8.6%7.708%
10/16/2024 Global Retirement Partners LLC17,259$868K0.0%+5.7%0.140%
10/16/2024 Opal Wealth Advisors LLC6,290$316K0.1%-3.3%0.051%
10/15/2024 Ullmann Wealth Partners Group LLC337,663$16.99M2.2%+4.8%2.734%
10/11/2024 Creative Planning25,680$1.29M0.0%-7.6%0.208%
10/11/2024 Elmwood Wealth Management Inc.59,405$2.99M1.2%+37.6%0.481%
10/10/2024 Webster Bank N. A.58,640$2.95M0.3%+39.1%0.475%
8/2/2024 VERITY Wealth Advisors11,425$573K0.4%-25.9%0.093%
7/31/2024 Graypoint LLC10,072$505K0.0%-6.6%0.082%
7/9/2024Arden Trust Co58,085$2.91M0.4%+57.7%0.470%
5/2/2024 Graypoint LLC10,789$541K0.0%-39.3%0.087%
5/1/2024 Janney Montgomery Scott LLC10,733$538K0.0%+34.3%0.087%
4/5/2024 VERITY Wealth Advisors15,421$773K0.6%+53.6%0.150%
4/3/2024Arden Trust Co36,843$1.85M0.3%+5.2%0.358%
2/13/2024 Hirtle Callaghan & Co LLC7,124$356K0.0%N/A0.069%
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2/7/2024 One Capital Management LLC15,227$761K0.0%-39.7%0.148%
2/7/2024 Valley Wealth Managers Inc.846$42K0.0%+31.0%0.008%
2/2/2024 Cross Staff Investments Inc8,000$400K0.4%N/A0.078%
1/29/2024 ORG Partners LLC1,499$75K0.0%N/A0.015%
1/23/2024 Integrated Investment Consultants LLC86,400$4.32M0.7%N/A0.839%
1/4/2024 VERITY Wealth Advisors10,038$502K0.4%N/A0.097%
1/4/2024Arden 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%
11/8/2023 Janney Montgomery Scott LLC7,990$398K0.0%-20.0%0.078%
11/6/2023 Aveo Capital Partners LLC10,021$499K0.1%N/A0.097%
11/6/2023 Sigma Planning Corp37,135$1.85M0.1%+9.0%0.361%
11/6/2023 Lincoln National Corp18,908$942K0.0%-8.5%0.184%
10/10/2023Arden Trust Co53,425$2.66M0.4%+41.2%0.519%
10/4/2023 Massmutual Trust Co. FSB ADV8,697$433K0.0%N/A0.084%
7/28/2023 Hallmark Capital Management Inc.646$32K0.0%-69.5%0.007%
7/21/2023 Graypoint LLC17,774$887K0.1%-9.9%0.192%
7/17/2023 First International Bank & Trust21,750$1.09M0.3%+53.7%0.235%
7/14/2023Arden Trust Co37,838$1.89M0.3%N/A0.409%
7/10/2023 Foster Group Inc.446,074$22.26M1.3%+3.3%4.822%
7/10/2023 Kwmg 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%
5/11/2023 One 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%
5/2/2023 Graypoint 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%
2/14/2023 Tobias Financial Advisors Inc.73,364$3.65M1.2%+0.7%0.000%
2/13/2023 CFS Investment Advisory Services LLC13,318$662K0.2%-7.8%0.000%
2/13/2023 Atria 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%
2/10/2023 Creative Planning33,669$1.67M0.0%-19.8%0.000%
2/10/2023 Advisor Group Holdings Inc.44,274$2.20M0.0%-45.7%0.000%
2/9/2023 First International Bank & Trust14,073$700K0.2%N/A0.000%
2/9/2023 Sowell Financial Services LLC25,390$1.26M0.1%N/A0.000%
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%
2/8/2023 Donaldson Capital Management LLC13,824$687K0.0%-17.5%0.000%
2/8/2023UBS Group AG251,689$12.51M0.0%+264.5%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.95,086$4.73M0.0%+1.8%0.000%
2/8/2023 Highland Financial Advisors LLC27,889$1.39M0.8%N/A0.000%
2/8/2023 Lincoln National Corp21,830$1.09M0.0%-11.5%0.000%
2/7/2023Eagle Global Advisors LLC48,750$2.42M0.2%+1.8%0.000%
2/7/2023 Modera 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%
2/7/2023 LPL Financial LLC117,280$5.83M0.0%+9.5%0.000%
Elon Musk has put himself in their crosshairs (Ad)

Today, I have another controversial prediction. One which I will take no pleasure in seeing come true. See, even with President Trump returning as the leader of our free country, I believe Elon Musk is in mortal danger.

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2/7/2023IFP Advisors Inc11,732$582K0.0%+108.4%0.000%
2/7/2023 Envestnet Asset Management Inc.104,001$5.17M0.0%+1.1%0.000%
2/7/2023 Syverson Strege & Co71,746$3.57M1.6%-14.2%0.000%
2/6/2023Brinker Capital Investments LLC44,152$2.20M0.0%-7.0%0.000%
2/6/2023 1900 Wealth Management LLC188,980$9.40M1.0%-22.1%0.000%
2/2/2023 Resources 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%
(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, 98 institutional investors and hedge funds held shares of iShares Short Maturity Municipal Bond Active ETF. The most heavily invested institutionals were Bank of America Corp DE ($180.28M), Integrated Wealth Concepts LLC ($61.82M), Resonant Capital Advisors LLC ($56.41M), Rockwood Wealth Management LLC ($47.90M), Foster Group Inc. ($22.26M), Stephens Inc. AR ($19.69M), and Ullmann Wealth Partners Group LLC ($16.99M).Learn more on MEAR's institutional investors.

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

Of the 75 institutional investors that purchased iShares Short Maturity Municipal Bond Active 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), Resonant Capital Advisors LLC ($260.89K), UBS Group AG ($182.64K), Portfolio Design Labs LLC ($139.27K), Private Advisor Group LLC ($88.47K), Integrated Investment Consultants LLC ($86.40K), and Source Financial Advisors LLC ($79.19K).

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

Institutional investors have bought a total of 2,884,444 shares in the last 24 months. This purchase volume represents approximately $143.99M in transactions.

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

Of the 34 institutional investors that sold iShares Short Maturity Municipal Bond Active 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), Modera Wealth Management LLC ($58.70K), 1900 Wealth Management LLC ($53.61K), Advisor Group Holdings Inc. ($37.32K), Kathmere Capital Management LLC ($35.45K), One Capital Management LLC ($28.89K), and HighTower Advisors LLC ($26.96K).

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

Institutional investors have sold a total of 1,115,962 shares in the last 24 months. This volume of shares sold represents approximately $55.69M in transactions.


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This page (BATS:MEAR) was last updated on 11/14/2024 by MarketBeat.com Staff
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