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

iShares Short Maturity Municipal Bond Active ETF logo
$50.36 +0.12 (+0.24%)
Closing price 08/5/2025 03:58 PM Eastern
Extended Trading
$50.36 0.00 (0.00%)
As of 08/5/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
140
Total
Institutional Inflows
(last 12 months)
$361.07M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$112.10M
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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
8/5/2025BCGM Wealth Management LLC5,783$291K0.1%+21.7%0.026%
8/5/2025Sigma Planning Corp56,508$2.84M0.1%-3.9%0.252%
8/5/2025Mission Wealth Management LP5,227$263K0.0%-15.5%0.023%
8/5/2025Alexander Randolph Advisory Inc.30,020$1.51M1.4%+362.2%0.134%
8/4/2025Savvy Advisors Inc.22,249$1.12M0.1%+82.9%0.099%
8/4/2025Horizon Wealth Management LLC59,516$2.99M0.5%N/A0.265%
8/1/2025 Zhang Financial LLC5,037$253K0.0%N/A0.022%
8/1/2025 Envestnet Asset Management Inc.412,801$20.75M0.0%-3.5%1.839%
7/31/2025 Resonant Capital Advisors LLC1,233,046$61.99M4.0%+0.1%5.492%
7/31/2025 Focus Partners Advisor Solutions LLC18,950$953K0.0%N/A0.084%
7/30/2025 Forum Financial Management LP10,500$528K0.0%N/A0.047%
7/30/2025 D.A. Davidson & CO.20,089$1.01M0.0%-5.3%0.089%
7/30/2025 DecisionMap Wealth Management LLC4,701$236K0.2%-10.3%0.021%
7/30/2025 Syntegra Private Wealth Group LLC11,392$573K0.1%N/A0.051%
7/30/2025 Avidian Wealth Enterprises LLC4,184$210K0.0%N/A0.019%
7/29/2025 Stephens Inc. AR214,903$10.80M0.1%+2.1%0.957%
7/29/2025 Chicago Partners Investment Group LLC11,811$594K0.0%+24.6%0.053%
7/29/2025 Quotient Wealth Partners LLC177,362$8.92M0.3%+14.1%0.790%
7/29/2025 Stratos Wealth Partners LTD.31,718$1.59M0.0%+38.2%0.141%
7/29/2025 Harbor Asset Planning Inc.951$48K0.0%N/A0.004%
7/28/2025 Evernest Financial Advisors LLC19,189$965K0.3%+14.5%0.085%
7/28/2025 DORVAL Corp4,749$239K0.1%N/A0.021%
7/28/2025 Harbour Investments Inc.17,093$859K0.0%+13,359.1%0.076%
7/28/2025 Axxcess Wealth Management LLC34,236$1.72M0.0%+568.7%0.152%
7/28/2025 Elmwood Wealth Management Inc.76,605$3.85M1.5%+1.2%0.341%
7/25/2025 Atria Wealth Solutions Inc.32,927$1.66M0.0%+13.5%0.147%
7/25/2025 Total Clarity Wealth Management Inc.21,039$1.06M0.3%-15.6%0.094%
7/25/2025 CWM LLC149,743$7.53M0.0%+1.2%0.667%
7/24/2025 McKinley Carter Wealth Services Inc.16,670$838K0.0%+25.4%0.074%
7/24/2025 Capital Advisors Ltd. LLC2,921$147K0.0%+370.4%0.013%
7/24/2025 Insight Inv LLC7,300$367K0.2%-43.0%0.033%
7/22/2025 Belpointe Asset Management LLC15,558$782K0.0%+20.1%0.069%
7/22/2025 Valley National Advisers Inc.7,046$354K0.1%+24.2%0.031%
7/21/2025 Keystone Financial Group Inc.71,223$3.58M2.3%+36.3%0.317%
7/21/2025 Ascent Group LLC106,255$5.34M0.2%-47.5%0.473%
7/21/2025 Flagship Private Wealth LLC43,305$2.18M1.1%+7.7%0.193%
7/18/2025 Truist Financial Corp20,564$1.03M0.0%+39.8%0.092%
7/17/2025 LexAurum Advisors LLC19,645$988K0.2%-19.9%0.088%
7/17/2025 Janney Montgomery Scott LLC22,336$1.12M0.0%+93.5%0.099%
7/16/2025 Eagle Global Advisors LLC36,650$1.84M0.1%+2.8%0.163%
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7/16/2025 Kathmere Capital Management LLC14,900$749K0.1%-27.7%0.066%
7/15/2025 Financial Management Professionals Inc.1,783$90K0.0%N/A0.008%
7/15/2025 Charter Capital Management LLC DE5,697$286K0.2%N/A0.025%
7/15/2025 Kwmg LLC40,562$2.04M0.2%-13.6%0.181%
7/11/2025 Skyline Advisors Inc.65,036$3.27M1.2%N/A0.290%
7/11/2025 Ullmann Wealth Partners Group LLC432,145$21.72M2.6%+18.1%1.925%
7/11/2025 Farther Finance Advisors LLC8,875$446K0.0%+570.3%0.040%
7/11/2025 Silver Oak Securities Incorporated4,118$207K0.0%N/A0.018%
7/11/2025 Rockwood Wealth Management LLC1,908,282$95.93M8.4%+6.6%8.500%
7/10/2025 Wealth Enhancement Advisory Services LLC59,781$3.00M0.0%+20.1%0.266%
7/10/2025 Sharkey Howes & Javer13,321$670K0.1%-5.2%0.059%
7/10/2025 Sovran Advisors LLC76,775$3.86M0.4%N/A0.352%
7/8/2025 Richard P Slaughter Associates Inc83,507$4.20M0.9%+67.8%0.383%
7/7/2025 First Citizens Financial Corp23,989$1.21M0.7%-37.2%0.110%
6/13/2025 Optima Capital LLC8,147$409K0.3%N/A0.039%
6/2/2025Modern Wealth Management LLC92,037$4.62M0.1%+14.2%0.442%
5/20/2025 Belpointe Asset Management LLC12,954$651K0.0%-17.4%0.064%
5/20/2025Focus Partners Wealth278,942$14.01M0.0%-30.5%1.381%
5/19/2025Jane Street Group LLC23,049$1.16M0.0%-61.3%0.114%
5/16/2025 Ascent Group LLC202,262$10.16M0.4%+9.5%1.001%
5/16/2025Kestra Investment Management LLC465,100$23.37M0.7%+56.5%2.302%
5/16/2025Jones Financial Companies Lllp811,087$40.75M0.0%+7,132.2%4.015%
5/16/2025Obsidian Personal Planning Solutions LLC65,139$3.26M1.5%-0.7%0.322%
5/16/2025NewEdge Advisors LLC120,040$6.03M0.0%-9.0%0.594%
5/16/2025Integrated Wealth Concepts LLC673,787$33.85M0.4%-0.5%3.336%
5/16/2025Aprio Wealth Management LLC25,079$1.26M0.2%+18.7%0.124%
5/15/2025Core Wealth Advisors Inc.13,808$694K0.2%-2.3%0.068%
5/15/2025Royal Bank of Canada107,035$5.38M0.0%+206.1%0.530%
5/15/2025Titleist Asset Management LLC30,190$1.52M0.2%+9.3%0.149%
5/15/2025Tortoise Investment Management LLC56,010$2.81M0.3%N/A0.277%
5/15/2025Clarity Asset Management Inc.80,676$4.05M2.6%-18.4%0.399%
5/14/2025CreativeOne Wealth LLC10,159$510K0.0%-32.8%0.050%
5/14/2025Comerica Bank27,792$1.40M0.0%+1,824.7%0.138%
5/14/2025Kestra Advisory Services LLC24,853$1.25M0.0%+10.1%0.123%
5/14/2025Vertex Planning Partners LLC6,829$343K0.1%N/A0.034%
5/13/2025HighTower Advisors LLC77,714$3.90M0.0%-42.1%0.385%
5/12/2025 Eagle Global Advisors LLC35,650$1.79M0.1%-11.2%0.176%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors49,706$2.49M0.2%+8.6%0.246%
5/12/2025Aveo Capital Partners LLC20,307$1.02M0.2%-5.9%0.101%
5/12/2025Benjamin Edwards Inc.6,788$341K0.0%-28.6%0.034%
5/12/2025 Evernest Financial Advisors LLC16,756$842K0.3%+9.5%0.083%
5/9/2025 Chicago Partners Investment Group LLC9,482$474K0.0%+73.7%0.047%
5/9/2025 Atria Wealth Solutions Inc.29,016$1.46M0.0%+17.4%0.144%
5/9/2025PNC Financial Services Group Inc.1,658$83K0.0%-15.3%0.008%
5/8/2025Alexander Randolph Advisory Inc.6,495$326K0.3%+29.9%0.032%
5/7/2025LPL Financial LLC385,363$19.36M0.0%+15.2%1.908%
5/7/2025Integrated Investment Consultants LLC63,455$3.19M0.5%+4.8%0.314%
5/7/2025Objective Capital Management LLC14,034$705K0.9%+52.6%0.069%
5/7/2025 Keystone Financial Group Inc.52,258$2.61M1.8%+46.5%0.259%
5/6/2025Cetera Investment Advisers100,412$5.05M0.0%+65.7%0.497%
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5/6/2025Avantax Advisory Services Inc.15,118$760K0.0%+37.1%0.075%
5/6/2025Summit Wealth Partners LLC17,225$865K0.2%+94.1%0.085%
5/5/2025 IFP Advisors Inc12,759$641K0.0%+169.2%0.063%
5/5/2025TAGStone Capital Inc.40,040$2.01M1.0%N/A0.198%
5/5/2025Csenge Advisory Group4,739$237K0.0%N/A0.023%
5/5/2025Private Advisor Group LLC51,898$2.61M0.0%+33.6%0.257%
5/2/2025KM Capital Management Ltd.41,717$2.10M1.1%+152.7%0.219%
5/2/2025Dynasty Wealth Management LLC156,232$7.85M0.1%+8.8%0.820%
5/2/2025Jacobson & Schmitt Advisors LLC66,587$3.35M0.7%+4.2%0.350%
5/2/2025Sigma Planning Corp58,785$2.95M0.1%-6.2%0.309%
(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, 169 institutional investors and hedge funds held shares of iShares Short Maturity Municipal Bond Active ETF. The most heavily invested institutionals were Rockwood Wealth Management LLC ($95.93M), Resonant Capital Advisors LLC ($61.99M), Bank of America Corp DE ($45.89M), Jones Financial Companies Lllp ($40.75M), Integrated Wealth Concepts LLC ($33.85M), Foster Group Inc. ($26.11M), and Kestra Investment Management LLC ($23.37M).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 148 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: Integrated Wealth Concepts LLC ($1.13M), JPMorgan Chase & Co. ($1.05M), Rockwood Wealth Management LLC ($1.03M), Jones Financial Companies Lllp ($802.16K), Resonant Capital Advisors LLC ($442.04K), Kestra Investment Management LLC ($278.20K), and Focus Partners Wealth ($226.94K).

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

Institutional investors have bought a total of 7,195,440 shares in the last 24 months. This purchase volume represents approximately $361.09M in transactions.

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

Of the 61 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: JPMorgan Chase & Co. ($1.09M), Bank of America Corp DE ($232.21K), Stephens Inc. AR ($180.93K), Focus Partners Wealth ($122.67K), Ascent Group LLC ($96.01K), Resonant Capital Advisors LLC ($69.18K), and HighTower Advisors LLC ($67.64K).

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

Institutional investors have sold a total of 2,240,399 shares in the last 24 months. This volume of shares sold represents approximately $112.18M in transactions.


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This page (BATS:MEAR) was last updated on 8/6/2025 by MarketBeat.com Staff
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