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

iShares Short Maturity Municipal Bond Active ETF logo
$50.08 +0.11 (+0.21%)
As of 01/21/2025 03:59 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)
50
Total
Institutional Inflows
(last 12 months)
$149.87M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.08M
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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
1/21/2025Flagship Private Wealth LLC42,976$2.15M1.0%+159.1%0.348%
1/21/2025Rockwood Wealth Management LLC1,615,967$80.78M8.7%+69.7%13.085%
1/21/2025CFS Investment Advisory Services LLC4,506$225K0.0%-17.0%0.036%
1/21/2025Lantz Financial LLC6,190$309K0.1%+4.1%0.050%
1/21/2025DGS Capital Management LLC61,747$3.08M0.8%+122.9%0.500%
1/17/2025 Janney Montgomery Scott LLC12,715$635K0.0%+8.5%0.103%
1/16/2025 Smart Money Group LLC150,704$7.53M2.6%+1.0%1.220%
1/16/2025 Client 1ST Advisory Group LLC5,421$271K0.1%N/A0.044%
1/15/2025 Integrated Investment Consultants LLC60,565$3.03M0.1%-22.0%0.490%
1/15/2025 Ullmann Wealth Partners Group LLC347,628$17.36M2.2%+3.0%2.815%
1/14/2025 Richard P Slaughter Associates Inc7,650$382K0.1%N/A0.062%
1/13/2025 Kwmg LLC48,504$2.42M0.2%-3.1%0.393%
1/13/2025 Elmwood Wealth Management Inc.68,325$3.41M1.4%+15.0%0.553%
1/13/2025 Aprio Wealth Management LLC21,132$1.06M0.2%+7.9%0.171%
12/26/2024JPMorgan Chase & Co.1,392,166$70.05M0.0%+302.2%11.273%
12/10/2024DGS Capital Management LLC27,701$1.39M0.4%+27.8%0.224%
11/25/2024Tidal Investments LLC6,608$332K0.0%N/A0.054%
11/25/2024Sanctuary Advisors LLC24,396$1.23M0.0%-1.5%0.198%
11/15/2024Insight Inv LLC12,800$644K0.5%-3.8%0.104%
11/15/2024Clarity Asset Management Inc.97,914$4.93M3.4%N/A0.793%
11/15/2024MML Investors Services LLC24,453$1.23M0.0%+52.6%0.198%
11/15/2024Orion Portfolio Solutions LLC41,595$2.09M0.0%-9.2%0.337%
11/15/2024Jane Street Group LLC20,641$1.04M0.0%+112.7%0.167%
11/15/2024Stifel Financial Corp40,703$2.05M0.0%+15.9%0.330%
11/15/2024IHT Wealth Management LLC10,777$542K0.0%-16.6%0.087%
11/15/2024HighTower Advisors LLC77,082$3.88M0.0%-12.6%0.624%
11/15/2024Ascent Group LLC181,117$9.11M0.7%+208.4%1.467%
11/15/2024Benjamin Edwards Inc.10,381$523K0.0%N/A0.084%
11/15/2024Kestra Investment Management LLC242,807$12.22M0.5%+29.9%1.966%
11/14/2024CreativeOne Wealth LLC12,292$618K0.0%+22.5%0.100%
11/13/2024Shum Financial Group Inc.6,650$333K0.3%N/A0.054%
11/13/2024D.A. Davidson & CO.18,934$953K0.0%+86.3%0.153%
11/12/2024CFS 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%
11/8/2024Portfolio Design Labs LLC220,723$11.11M3.1%+171.0%1.787%
11/8/2024Yardley Wealth Management LLC23,316$1.17M0.7%N/A0.189%
11/7/2024Obsidian Personal Planning Solutions LLC62,763$3.15M1.5%+12.0%0.508%
11/6/2024OneDigital Investment Advisors LLC79,718$4.01M0.0%+4.7%0.645%
11/5/2024Aptus Capital Advisors LLC658$33K0.0%N/A0.005%
11/4/20241900 Wealth Management LLC62,287$3.12M0.3%+96.4%0.504%
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11/4/2024Sigma Planning Corp61,530$3.10M0.1%+8.0%0.498%
11/1/2024Objective Capital Management LLC11,145$561K0.3%N/A0.090%
11/1/2024Source Financial Advisors LLC181,370$9.13M2.7%+35.3%1.469%
10/31/2024Concurrent Investment Advisors LLC3,986$201K0.0%N/A0.032%
10/30/2024Milestone Investment Advisors LLC6,992$352K0.1%+132.8%0.057%
10/30/2024Flagship Private Wealth LLC16,588$835K0.4%-6.5%0.134%
10/29/2024Donaldson Capital Management LLC39,990$2.01M0.1%+56.9%0.324%
10/28/2024Jacobson & Schmitt Advisors LLC48,626$2.45M0.5%+1.6%0.394%
10/28/2024Stephens Inc. AR391,345$19.69M0.3%+4.8%3.169%
10/28/2024Summit Wealth Partners LLC7,334$369K0.1%N/A0.059%
10/24/2024Valley National Advisers Inc.3,680$185K0.0%-70.3%0.030%
10/22/2024McAdam LLC6,776$341K0.0%-9.8%0.055%
10/21/2024Evernest 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%
10/16/2024Rockwood Wealth Management LLC951,988$47.90M5.3%+8.6%7.708%
10/16/2024Global Retirement Partners LLC17,259$868K0.0%+5.7%0.140%
10/16/2024Opal 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%
10/11/2024Creative 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%
10/10/2024Webster Bank N. A.58,640$2.95M0.3%+39.1%0.475%
8/2/2024VERITY 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%
4/5/2024VERITY Wealth Advisors15,421$773K0.6%+53.6%0.150%
4/3/2024Arden 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%
1/29/2024 ORG Partners LLC1,499$75K0.0%N/A0.015%
1/23/2024 Integrated Investment Consultants LLC86,400$4.32M0.7%N/A0.839%
1/4/2024VERITY 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%
11/6/2023Aveo 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%
10/10/2023Arden Trust Co53,425$2.66M0.4%+41.2%0.519%
10/4/2023 Massmutual Trust Co. FSB ADV8,697$433K0.0%N/A0.084%
7/28/2023Hallmark 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%
7/10/2023Foster 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%
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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%
5/2/2023 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%
2/14/2023Tobias 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%
(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, 103 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), Rockwood Wealth Management LLC ($80.78M), JPMorgan Chase & Co. ($70.05M), Integrated Wealth Concepts LLC ($61.82M), Resonant Capital Advisors LLC ($56.41M), Foster Group Inc. ($22.26M), and Stephens Inc. AR ($19.69M).Learn more on MEAR's institutional investors.

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

Of the 78 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), JPMorgan Chase & Co. ($1.05M), Rockwood Wealth Management LLC ($739.22K), Resonant Capital Advisors LLC ($260.89K), UBS Group AG ($182.64K), Portfolio Design Labs LLC ($139.27K), and Ascent Group LLC ($128.81K).

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

Institutional investors have bought a total of 4,747,938 shares in the last 24 months. This purchase volume represents approximately $237.67M in transactions.

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

Of the 36 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), HighTower Advisors LLC ($38.03K), Advisor Group Holdings Inc. ($37.32K), Kathmere Capital Management LLC ($35.45K), and One Capital Management LLC ($28.89K).

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

Institutional investors have sold a total of 1,139,532 shares in the last 24 months. This volume of shares sold represents approximately $56.88M in transactions.


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This page (BATS:MEAR) was last updated on 1/22/2025 by MarketBeat.com Staff
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