Who Owns iShares Short Maturity Municipal Bond Active ETF (MEAR)?Hedge Fund & Institutional Holders

$50.43+0.03 (+0.06%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.6100011025973e+210T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$49.74$49.96$50.18$50.41$50.63Sep 24Jun 25Mar 26

MEAR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Resonant Capital Advisors, LLCNew Position+1.4M+$69.1M
Ullmann Wealth Partners Group, LLCNew Position+446K+$22.5M
Sanctuary Advisors, LLCNew Position+384K+$19.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+380K+$19.0M
Quantinno Capital Management LPNew Position+307K+$15.0M
Dynasty Wealth Management, LLCNew Position+180K+$9.0M
CWM, LLCNew Position+170K+$8.6M
STEPHENS INC /AR/New Position+137K+$6.9M
DeLarme Wealth Management, Inc.New Position+118K+$6.0M
Merit Financial Group, LLCNew Position+108K+$5.4M
Willis Johnson & Associates, Inc.New Position+105K+$5.3M
Savant Capital, LLCNew Position+114K+$5.0M
Ascent Group, LLCNew Position+95K+$4.8M
Elmwood Wealth Management, Inc.New Position+89K+$4.5M
55 North Private Wealth, LLCNew Position+81K+$4.1M

MEAR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-205K-$172.5B
Integrated Wealth Concepts LLCDecreased-6K-$33.2B
Kestra Investment Management, LLCDecreased-78K-$23.8B
JPMORGAN CHASE & CODecreased-33K-$16.7B
Quotient Wealth Partners, LLCDecreased-8K-$9.8B
Pine Harbor Wealth Management, LLCDecreased-12K-$9.5B
Portfolio Design Labs, LLCDecreased-4K-$5.9B
NewEdge Advisors, LLCDecreased-6K-$5.5B
OneDigital Investment Advisors LLCDecreased-10K-$4.6B
Modern Wealth Management, LLCDecreased-20K-$4.6B
Tortoise Investment Management, LLCDecreased-9K-$3.6B
Obsidian Personal Planning Solutions LLCClosed Position-68K-$3.5B
JANE STREET GROUP, LLCClosed Position-57K-$2.9B
Stratos Wealth Partners, LTD.Decreased-204-$2.1B
KWMG, LLCDecreased-5K-$1.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY3,212,472$161.0M0.01%Share
2Rockwood Wealth Management, LLC2,191,159$110.3M8.22%Share
3CAPTRUST FINANCIAL ADVISORS1,470,159$73.0M0.14%Share
4Resonant Capital Advisors, LLC1,373,218$69.1M3.80%Share
5LPL Financial LLC672,920$33.0M0.01%Share
6Integrated Wealth Concepts LLC652,199$32.0M0.38%Share
7BANK OF AMERICA CORP /DE/611,713$30.0M0.00%Share
8Foster Group, Inc.550,934$27.7M0.84%Share
9Cetera Investment Advisers485,302$24.0M0.03%Share
10Ullmann Wealth Partners Group, LLC445,545$22.5M2.34%Share
11Kestra Investment Management, LLC393,836$19.8M0.48%Share
12ENVESTNET ASSET MANAGEMENT INC379,793$19.0M0.01%Share
13BANK OF AMERICA CORP /DE/335,194$16.0M0.00%Share
14Quantinno Capital Management LP307,365$15.0M0.03%Share
15BANK OF AMERICA CORP /DE/226,894$11.0M0.00%Share
16OSAIC HOLDINGS, INC.214,456$10.0M0.01%Share
17JPMORGAN CHASE & CO213,733$10.0M0.00%Share
18Focus Partners Wealth201,764$10.0M0.01%Share
19Quotient Wealth Partners, LLC185,233$9.3M0.25%Share
20HighTower Advisors, LLC194,734$9.0M0.01%Share
21Dynasty Wealth Management, LLC180,115$9.0M0.09%Share
22Cambridge Investment Research Advisors, Inc.182,394$9.0M0.02%Share
23Pine Harbor Wealth Management, LLC175,678$8.8M2.71%Share
24CWM, LLC170,185$8.6M0.02%Share
25UBS Group AG166,354$8.4M0.00%Share
26ROYAL BANK OF CANADA167,202$8.0M0.00%Share
27STEPHENS INC /AR/136,547$6.9M0.09%Share
28Smart Money Group LLC136,262$6.9M2.00%Share
29Betterment LLC133,731$6.7M0.01%Share
30Sanctuary Advisors, LLC121,167$6.1M0.03%Share
31DeLarme Wealth Management, Inc.118,296$6.0M4.23%Share
32Portfolio Design Labs, LLC111,828$5.6M0.93%Share
33Merit Financial Group, LLC107,594$5.4M0.04%Share
34Willis Johnson & Associates, Inc.105,166$5.3M0.33%Share
35Richard P Slaughter Associates Inc103,421$5.2M1.09%Share
36Savant Capital, LLC114,106$5.0M0.03%Share
37Rockefeller Capital Management L.P.114,797$5.0M0.01%Share
38NewEdge Advisors, LLC103,503$5.0M0.02%Share
39Ascent Group, LLC95,067$4.8M0.16%Share
40Sanctuary Advisors, LLC92,423$4.6M0.03%Share
41Elmwood Wealth Management, Inc.89,290$4.5M1.42%Share
42Sanctuary Advisors, LLC85,317$4.3M0.03%Share
43Sanctuary Advisors, LLC85,317$4.3M0.03%Share
4455 North Private Wealth, LLC80,820$4.1M1.07%Share
45Keystone Financial Group, Inc.79,758$4.0M2.10%Share
46JONES FINANCIAL COMPANIES LLLP79,808$4.0M0.00%Share
47JPMORGAN CHASE & CO84,901$4.0M0.00%Share
48OneDigital Investment Advisors LLC80,859$4.0M0.04%Share
49Integrated Investment Consultants, LLC76,887$3.9M0.79%Share
50Ausdal Financial Partners, Inc.75,535$3.8M0.18%Share

MEAR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025211$1.0B+108
Q3 2025103$710.1B-69
Q2 2025172$686.1B+4
Q1 2025168$771.8B+40
Q4 2024128$127.6T+36
Q3 202492$328.8T+1
Q2 202491$320.9T+6
Q1 202485$268.9T—

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As of Q4 2025, 50 institutional investors hold MEAR (iShares Short Maturity Municipal Bond Active ETF). The largest holder is MORGAN STANLEY with $161.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MEAR?

As of Q4 2025, 50 institutional investors report holding MEAR (iShares Short Maturity Municipal Bond Active ETF) in their 13F filings.

Who is the largest institutional holder of MEAR?

The largest institutional holder of MEAR is MORGAN STANLEY with $161.0M in shares.

Is institutional ownership of MEAR increasing or decreasing?

This quarter, 15 institutions opened new positions in MEAR and 2 closed their positions.