Institutional Ownership Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,931,903
shares
|
$97.2 Million
0.01% of portfolio
|
Q1 2025
Added 1160.75%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
1,908,282
shares
|
$96 Million
8.44% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,232,247
shares
|
$62 Million
4.38% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
947,123
shares
|
$47.6 Million
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
673,787
shares
|
$33.9 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
519,603
shares
|
$26.1 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
465,100
shares
|
$23.4 Million
0.77% of portfolio
|
Q1 2025
Added 56.54%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
432,145
shares
|
$21.7 Million
2.58% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
427,983
shares
|
$21.5 Million
0.01% of portfolio
|
Q1 2025
Added 47.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
385,363
shares
|
$19.4 Million
0.01% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
307,561
shares
|
$15.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
284,052
shares
|
$14.3 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
245,193
shares
|
$12.3 Million
2.54% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
210,411
shares
|
$10.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
200,704
shares
|
$10.1 Million
0.03% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
183,190
shares
|
$9.21 Million
0.14% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
182,345
shares
|
$9.17 Million
3.67% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
181,370
shares
|
$9.12 Million
2.7% of portfolio
|
Q3 2024
Added 35.32%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
160,898
shares
|
$8.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
156,232
shares
|
$7.86 Million
0.13% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
155,386
shares
|
$7.82 Million
0.25% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
149,743
shares
|
$7.53 Million
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
141,950
shares
|
$7.14 Million
6.73% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
120,040
shares
|
$6.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
113,376
shares
|
$5.7 Million
0.01% of portfolio
|
Q4 2024
Added 7.02%
|