MEAR

Ishrs Short Mat Muni Act ETF

+$22.4M

Net Activity

Institutions Holding

215

Popularity Rank

#2726

Avg Weight

0.28%

Total Value

$1.1B

Ownership Trend

215 institutions currently hold MEAR, with 108 net buyers and 96 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

96

Net Buying Institutions

108

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$164.0M
RW
Rockwood Wealth Management, LLC
$114.6M
RC
Resonant Capital Advisors, LLC
$83.9M
BO
Bank Of America CORP /de/
$71.4M
CF
Captrust Financial Advisors
$54.0M

Top 5 by Conviction

RW
Rockwood Wealth Management, LLC
8.20%
RC
Resonant Capital Advisors, LLC
4.41%
DW
DeLarme Wealth Management, Inc.
4.05%
PH
Pine Harbor Wealth Management, LLC
2.64%
SM
Smart Money Group LLC
2.33%
View all 215 holding institutions

Quarterly Activity

Recent Activity

+$813.1M

Total Buy Value

$359.5M

Total Sell Value

New buy23
Trim71
Add85
Sold out25

108

Net Buyers

96

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHRS SHORT MAT MUNI ACT ETF (MEAR)?
Major stakeholders currently include Morgan Stanley ($164.0M), Rockwood Wealth Management, LLC ($114.6M), Resonant Capital Advisors, LLC ($83.9M). Based on the latest 13F filings, there are a total of 215 tracked investment funds and institutions maintaining positions in MEAR.
What is the overall institutional sentiment toward MEAR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $22.4M, driven by 108 managers accumulating shares while 96 reduced their exposure.
Which institutions have been selling or reducing their MEAR positions?
In the latest period, 71 funds trimmed their holdings, and 25 managers completely exited their positions. The aggregate reported sell value was $359.5M.
Are there any notable investors adding MEAR to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 85 existing holders added to their shares. The total reported buy value for the quarter amounted to $813.1M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail