MEAR — iShares Short Maturity Munic
As of Q2 2026, 8 SEC-registered investment managers reported holding MEAR (iShares Short Maturity Munic) in their latest 13F filings, with a combined reported value of $269.89M across 5.36M shares. That is +0.8% by share count (+42.07K shares) versus the previous quarter, while reported value moved +0.9%. Ownership is concentrated: the five largest holders account for 98.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.33M | $167.57M | 0.01% | Add |
| Bank of America Corp history | 1.41M | $71.17M | 0.01% | Hold |
| JPMorgan Chase & Co history | 366.93K | $18.49M | 0.00% | New |
| UBS Group AG history | 131.55K | $6.63M | 0.00% | Add |
| BlackRock Inc history | 53.35K | $2.69M | 0.00% | Reduce |
| BNY Mellon history | 52.93K | $2.67M | 0.00% | Reduce |
| PNC Financial Services history | 12.37K | $622.97K | 0.00% | Add |
| Wells Fargo & Co history | 1.10K | $55.22K | 0.00% | Add |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.26M | $164.05M | 0.01% | Add |
| Bank of America Corp history | 1.42M | $71.43M | 0.01% | Add |
| BNY Mellon history | 428.83K | $21.59M | 0.00% | Add |
| UBS Group AG history | 104.59K | $5.26M | 0.00% | Reduce |
| BlackRock Inc history | 53.96K | $2.72M | 0.00% | Add |
| Citadel Advisors history | 37.66K | $1.90M | 0.00% | Add |
| PNC Financial Services history | 12.06K | $607.22K | 0.00% | Add |
| Wells Fargo & Co history | 97 | $4.86K | 0.00% | Add |
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.21M | $161.70M | 0.01% | Reduce |
| Bank of America Corp history | 1.17M | $59.07M | 0.00% | Add |
| JPMorgan Chase & Co history | 298.63K | $15.03M | 0.00% | Reduce |
| UBS Group AG history | 166.35K | $8.37M | 0.00% | Add |
| BlackRock Inc history | 52.24K | $2.63M | 0.00% | Add |
| BNY Mellon history | 51.96K | $2.61M | 0.00% | Add |
| Citadel Advisors history | 24.69K | $1.24M | 0.00% | Add |
| PNC Financial Services history | 11.82K | $594.88K | 0.00% | Add |
| Goldman Sachs Group history | 6.01K | $302.42K | 0.00% | New |
| Wells Fargo & Co history | 1 | $49 | 0.00% | Hold |
Q3 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.42M | $172.69M | 0.01% | Add |
| Bank of America Corp history | 1.08M | $54.60M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 331.56K | $16.75M | 0.00% | Add |
| UBS Group AG history | 131.61K | $6.65M | 0.00% | Reduce |
| BlackRock Inc history | 50.10K | $2.53M | 0.00% | Add |
| BNY Mellon history | 40.53K | $2.05M | 0.00% | New |
| Citadel Advisors history | 13.39K | $676.43K | 0.00% | Add |
| PNC Financial Services history | 7.52K | $379.80K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $42 | 0.00% | Hold |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.10M | $156.07M | 0.01% | Add |
| Bank of America Corp history | 1.15M | $57.80M | 0.00% | Add |
| JPMorgan Chase & Co history | 290.41K | $14.60M | 0.00% | Reduce |
| UBS Group AG history | 138.29K | $6.95M | 0.00% | Add |
| BlackRock Inc history | 38.05K | $1.91M | 0.00% | Reduce |
| Citadel Advisors history | 11.58K | $582.23K | 0.00% | New |
| PNC Financial Services history | 5.63K | $283.23K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $29 | 0.00% | Hold |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.93M | $97.06M | 0.01% | Add |
| Bank of America Corp history | 947.12K | $47.58M | 0.00% | Add |
| JPMorgan Chase & Co history | 307.56K | $15.45M | 0.00% | Hold |
| UBS Group AG history | 99.22K | $4.99M | 0.00% | Add |
| BlackRock Inc history | 39.15K | $1.97M | 0.00% | Add |
| PNC Financial Services history | 1.66K | $83.32K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $27 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 366.93K sh · $18.49M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 37.66K sh · $1.90M
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.33M | 3.26M | 3.21M | 3.42M | 3.10M | 1.93M | 153.24K | 129.40K | 138.90K | 123.60K | 187.65K | 213.40K | 424.94K | 358.54K | 161.77K | 116.65K | 51.70K | 58.97K | 116.84K | 13.25K |
| Bank of America Corp | 1.41M | 1.42M | 1.17M | 1.08M | 1.15M | 947.12K | 918.69K | 1.15M | 2.40M | 2.11M | 2.16M | 2.30M | 2.56M | 2.67M | 3.63M | 3.57M | 1.28M | 635.21K | 581.87K | 534.63K |
| JPMorgan Chase & Co | 366.93K | — | 298.63K | 331.56K | 290.41K | 307.56K | 307.10K | 1.39M | 346.11K | 370.57K | 322.42K | 143.64K | 22.05K | 9.15K | 10.95K | 4.75K | 2.04K | 4.82K | 5.78K | 20.32K |
| UBS Group AG | 131.55K | 104.59K | 166.35K | 131.61K | 138.29K | 99.22K | 45.56K | 58.68K | 73.23K | 52.47K | 59.72K | 89.89K | 108.20K | 145.60K | 251.69K | 69.05K | 35.69K | 26.55K | 29.50K | 34.66K |
| BlackRock Inc | 53.35K | 53.96K | 52.24K | 50.10K | 38.05K | 39.15K | 38.78K | 40.62K | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 52.93K | 428.83K | 51.96K | 40.53K | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.42K | 6.42K | 6.42K |
| PNC Financial Services | 12.37K | 12.06K | 11.82K | 7.52K | 5.63K | 1.66K | 1.96K | 1.94K | 49 | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 1.10K | 97 | 1 | 1 | 1 | 1 | 2.37K | 2.00K | 2.00K | 1 | 1 | — | 35 | — | — | 1 | — | 26 | — | — |
| Citadel Advisors | — | 37.66K | 24.69K | 13.39K | 11.58K | — | 6.39K | — | — | 4.40K | — | — | — | — | — | 4.39K | 67.70K | 14.18K | — | 19.99K |
| Goldman Sachs Group | — | — | 6.01K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | 1 | — | — | — | — | — | 1 | 1 | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.22K | 6.43K | 9.95K | 10.25K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details