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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

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+$69.1B
BANK OF AMERICA CORP /DE/Increased+93K+$56.9B
Rockwood Wealth Management, LLCIncreased+164K+$7.8B
STEPHENS INC /AR/New Position+137K+$6.9B
Willis Johnson & Associates, Inc.New Position+105K+$5.3B
Ascent Group, LLCNew Position+95K+$4.8B
Elmwood Wealth Management, Inc.New Position+89K+$4.5B
Keystone Financial Group, Inc.New Position+80K+$4.0B
JONES FINANCIAL COMPANIES LLLPNew Position+80K+$4.0B
DONALDSON CAPITAL MANAGEMENT, LLCNew Position+74K+$3.7B
Clarity Asset Management, Inc.New Position+65K+$3.3B
Horizon Wealth Management, LLCNew Position+63K+$3.2B
Rockefeller Capital Management L.P.Increased+72K+$2.8B
Cresta Advisors, Ltd.New Position+49K+$2.5B
Sovran Advisors, LLCNew Position+43K+$2.2B

MEAR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-6K-$33.2B
NewEdge Advisors, LLCDecreased-6K-$5.5B
Obsidian Personal Planning Solutions LLCClosed Position-68K-$3.5B
JANE STREET GROUP, LLCClosed Position-57K-$2.9B
JPMORGAN CHASE & CODecreased-33K-$2.7B
&PARTNERSDecreased-120-$1.3B
Creative PlanningDecreased-619-$1.2B
HARBOUR INVESTMENTS, INC.Decreased-550-$1.1B
Modern Wealth Management, LLCDecreased-20K-$1.0B
Orion Porfolio Solutions, LLCDecreased-11K-$893.5M
Private Advisor Group, LLCDecreased-8K-$698.5M
Pine Harbor Wealth Management, LLCDecreased-12K-$643.4M
OneDigital Investment Advisors LLCDecreased-10K-$610.0M
Vise Technologies, Inc.Decreased-3K-$550.4M
LEIGH BALDWIN & CO., LLCClosed Position-10K-$535.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Rockwood Wealth Management, LLC2,191,159$110.3B8.22%Share
2Resonant Capital Advisors, LLC1,373,218$69.1B3.80%Share
3BANK OF AMERICA CORP /DE/611,713$30.0B0.00%Share
4Foster Group, Inc.550,934$27.7B0.84%Share
5BANK OF AMERICA CORP /DE/335,194$16.0B0.00%Share
6BANK OF AMERICA CORP /DE/226,894$11.0B0.00%Share
7Focus Partners Wealth201,764$10.0B0.01%Share
8JPMORGAN CHASE & CO213,733$10.0B0.00%Share
9OSAIC HOLDINGS, INC.214,456$10.0B0.01%Share
10Pine Harbor Wealth Management, LLC175,678$8.8B2.71%Share
11UBS Group AG166,354$8.4B0.00%Share
12ROYAL BANK OF CANADA167,202$8.0B0.00%Share
13STEPHENS INC /AR/136,547$6.9B0.09%Share
14Smart Money Group LLC136,262$6.9B2.00%Share
15Portfolio Design Labs, LLC111,828$5.6B0.93%Share
16Willis Johnson & Associates, Inc.105,166$5.3B0.33%Share
17Richard P Slaughter Associates Inc103,421$5.2B1.09%Share
18Rockefeller Capital Management L.P.114,797$5.0B0.01%Share
19Ascent Group, LLC95,067$4.8B0.16%Share
20Elmwood Wealth Management, Inc.89,290$4.5B1.42%Share
21Keystone Financial Group, Inc.79,758$4.0B2.10%Share
22JPMORGAN CHASE & CO84,901$4.0B0.00%Share
23JONES FINANCIAL COMPANIES LLLP79,808$4.0B0.00%Share
24OneDigital Investment Advisors LLC80,859$4.0B0.04%Share
25DONALDSON CAPITAL MANAGEMENT, LLC73,776$3.7B0.12%Share
26Modern Wealth Management, LLC71,301$3.6B0.07%Share
27Clarity Asset Management, Inc.64,674$3.3B1.79%Share
28Horizon Wealth Management, LLC62,925$3.2B0.49%Share
29Sigma Planning Corp61,715$3.1B0.09%Share
30Tortoise Investment Management, LLC61,470$3.1B0.27%Share
31Cresta Advisors, Ltd.49,100$2.5B1.04%Share
32Sovran Advisors, LLC42,957$2.2B0.18%Share
33Highland Financial Advisors, LLC41,165$2.1B0.57%Share
34Stratos Wealth Partners, LTD.40,464$2.0B0.02%Share
35Flagship Private Wealth, LLC40,451$2.0B0.80%Share
36STIFEL FINANCIAL CORP49,867$2.0B0.00%Share
37Meeder Advisory Services, Inc.43,057$2.0B0.09%Share
38Summit Wealth Partners, LLC37,727$1.9B0.35%Share
39EAGLE GLOBAL ADVISORS LLC36,250$1.8B0.07%Share
40HILL ISLAND FINANCIAL LLC34,154$1.7B0.41%Share
41Five Pine Wealth Management30,892$1.6B1.00%Share
421900 WEALTH MANAGEMENT LLC30,777$1.5B0.10%Share
43Alexander Randolph Advisory, Inc.28,443$1.4B1.19%Share
44Syntegra Private Wealth Group, LLC25,522$1.3B0.12%Share
45MMA ASSET MANAGEMENT LLC24,073$1.2B0.43%Share
46D.A. DAVIDSON & CO.23,528$1.2B0.01%Share
47Evernest Financial Advisors, LLC22,045$1.1B0.23%Share
48COMERICA BANK21,049$1.1B0.00%Share
49Total Clarity Wealth Management, Inc.21,027$1.1B0.26%Share
50Savvy Advisors, Inc.20,868$1.1B0.03%Share

MEAR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025211$457.5B+108
Q3 2025103$432.8B-69
Q2 2025172$612.1B+4
Q1 2025168$692.6B+40
Q4 2024128$25.1T+36
Q3 202492$52.3T+1
Q2 202491$45.2T+6
Q1 202485$30.3T—

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As of Q4 2025, 50 institutional investors hold MEAR (iShares Short Maturity Municipal Bond Active ETF). The largest holder is Rockwood Wealth Management, LLC with $110.3B in shares. This quarter, 12 institutions opened new positions and 3 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 Rockwood Wealth Management, LLC with $110.3B in shares.

Is institutional ownership of MEAR increasing or decreasing?

This quarter, 12 institutions opened new positions in MEAR and 3 closed their positions.