Who owns iShares Short Maturity Municipal Bond Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MEAR from SEC Form 13F filings across 221 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 221 institutions disclosed 21.1M shares of iShares Short Maturity Municipal Bond Active ETF worth $1.06B — about 74.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
221
13F holders
$1.06B
value, 2026 filers
74.8%
of shares outstanding (21.1M sh)
29
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MEAR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.3M | $167.6M | 0.0% | 11.8% | +2.1% |
| 2 | Rockwood Wealth Management, LLC | 2.4M | $119.4M | 7.5% | 8.4% | +4.1% |
| 3 | Resonant Capital Advisors, LLC | 1.8M | $90.9M | 4.3% | 6.4% | +8.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 1.4M | $71.2M | 0.0% | 5% | -0.4% |
| 5 | CAPTRUST FINANCIAL ADVISORS | 1.1M | $53.1M | 0.1% | 3.7% | -1.6% |
| 6 | LPL Financial LLC | 755,026 | $38.0M | 0.0% | 2.7% | -0.6% |
| 7 | Integrated Wealth Concepts LLC | 657,567 | $33.1M | 0.2% | 2.3% | -0.1% |
| 8 | Foster Group, Inc. | 612,466 | $30.9M | 0.8% | 2.2% | +3.8% |
| 9 | Cetera Investment Advisers | 533,439 | $26.9M | 0.0% | 1.9% | +5.4% |
| 10 | Rockefeller Capital Management L.P. | 457,119 | $23.0M | 0.0% | 1.6% | +102.3% |
| 11 | Ullmann Wealth Partners Group, LLC | 444,308 | $22.4M | 2.0% | 1.6% | +1.9% |
| 12 | JPMORGAN CHASE & CO | 366,933 | $18.5M | 0.0% | 1.3% | +11.5% |
| 13 | OSAIC HOLDINGS, INC. | 341,827 | $17.2M | 0.0% | 1.2% | +15.3% |
| 14 | Equitable Holdings, Inc. | 291,789 | $14.7M | 0.1% | 1% | -24.2% |
| 15 | Smart Money Group LLC | 285,976 | $14.4M | 3.7% | 1% | +80.1% |
| 16 | Dynasty Wealth Management, LLC | 260,289 | $13.1M | 0.1% | 0.9% | +17.3% |
| 17 | Quotient Wealth Partners, LLC | 227,247 | $11.4M | 0.3% | 0.8% | +11.3% |
| 18 | ROYAL BANK OF CANADA | 207,538 | $10.5M | 0.0% | 0.7% | +29.8% |
| 19 | HighTower Advisors, LLC | 205,252 | $10.3M | 0.0% | 0.7% | +5.9% |
| 20 | JONES FINANCIAL COMPANIES LLLP | 195,912 | $9.9M | 0.0% | 0.7% | +46.6% |
| 21 | 55 North Private Wealth, LLC | 189,921 | $9.6M | 1.9% | 0.7% | +98.7% |
| 22 | Focus Partners Wealth | 181,094 | $9.1M | 0.0% | 0.6% | -6.4% |
| 23 | Pine Harbor Wealth Management, LLC | 172,298 | $8.7M | 2.3% | 0.6% | -1.6% |
| 24 | Cambridge Investment Research Advisors, Inc. | 156,797 | $7.9M | 0.0% | 0.6% | -6.4% |
| 25 | UBS Group AG | 131,549 | $6.6M | 0.0% | 0.5% | +25.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.