ETF Holders

Who owns MEAR?

Bond

iShares Short Maturity Municipal Bond Active ETF · iShares

220 institutions reported holding MEAR, worth $1.1B, in Form 13F filings for June 30, 2026.

13F holders
220
Institutional value
$1.1B
Change from prior quarter
+1.5%
+$16.2M, with price moves
New and sold-out firms
28 / 20
90 added, 60 trimmed

Top 10 institutional holders of MEAR

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$167.6M3,326,132+67,340 shares
Rockwood Wealth Management, LLCNew Hope, PA$119.4M2,370,376+93,957 shares
Resonant Capital Advisors, LLCMadison, WI$90.9M1,804,120+137,410 shares
Bank of America Corp.Charlotte, NC$71.2M1,412,588−6,291 shares
Captrust Financial AdvisorsRaleigh, NC$53.1M1,054,864−17,585 shares
LPL Financial LLCFort Mill, SC$38.0M755,026−4,591 shares
Integrated Wealth Concepts LLCWaltham, MA$34.5M685,657+27,706 shares
Foster Group, Inc.West Des Moines, IA$30.9M612,466+22,590 shares
Cetera Investment AdvisersSchaumburg, IL$26.9M533,439+27,428 shares
Rockefeller Capital Management L.P.New York, NY$23.0M457,119+231,107 shares
210 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns MEAR?

220 institutional managers reported holding MEAR in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Morgan Stanley, at $167.6M.

Did institutions buy or sell MEAR last quarter?

Reported 13F value rose 1.5% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 20 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is MEAR ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.