Who Owns MEAR?
iShares Short Maturity Municipal Bond Active ETF — Institutional Ownership & 13F Holdings
$50.38
+0.01 (+0.03%)
Market Cap
$1.4B
Shares Outstanding
27,524,516
Institutional Holders
168
Total Inst. Value
$675.9M
% of Float Held
—
QoQ Holder Change
+83
Institutional data as of Q1 2025
New Positions
52
Closed Positions
12
Increased
66
Decreased
33
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $97.1M | 1,931,903 |
| 2 | Rockwood Wealth Management, LLC | $89.9M | 1,789,745 |
| 3 | JONES FINANCIAL COMPANIES LLLP | $62.0M | 811,087 |
| 4 | Resonant Capital Advisors, LLC | $61.9M | 1,232,247 |
| 5 | BANK OF AMERICA CORP /DE/ | $47.6M | 947,123 |
| 6 | Integrated Wealth Concepts LLC | $33.9M | 673,787 |
| 7 | Foster Group, Inc. | $26.1M | 519,693 |
| 8 | Kestra Investment Management, LLC | $20.0M | 465,100 |
| 9 | JPMORGAN CHASE & CO | $15.4M | 307,561 |
| 10 | Focus Partners Wealth | $14.0M | 278,942 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +1.8M | $97.1M |
| Rockwood Wealth Management, LLC | +174K | $89.9M |
| JONES FINANCIAL COMPANIES LLLP | +800K | $62.0M |
| Resonant Capital Advisors, LLC | +180K | $61.9M |
| BANK OF AMERICA CORP /DE/ | +28K | $47.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STEPHENS INC /AR/ | -170K | $11K |
| Focus Partners Wealth | -123K | $14.0M |
| HighTower Advisors, LLC | -57K | $3.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | -51K | $404K |
| JANE STREET GROUP, LLC | -37K | $1.2M |
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Frequently Asked Questions
How many institutional investors hold MEAR?
As of Q1 2025, 168 institutional investors report holding MEAR (iShares Short Maturity Municipal Bond Active ETF) in their 13F filings.
Which hedge fund owns the most MEAR?
The largest institutional holder of MEAR is MORGAN STANLEY with $97.1M in shares.
Are institutions buying or selling MEAR?
This quarter, 52 institutions opened new positions in MEAR and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.