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BlackRock Short Maturity Municipal Bond ETF
MEAR

52 hedge funds and large institutions have $113M invested in BlackRock Short Maturity Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more capital invested

Capital invested by funds: $35.2M → $113M (+$77.3M)

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

31.65% more ownership

Funds ownership: 37.11% → 68.76% (+32%)

30% more funds holding

Funds holding: 40 → 52 (+12)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
18
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.1M
2
BlackRock
BlackRock
New York
+$19.1M
3
UBS Group
UBS Group
Switzerland
+$2.15M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.59M
5
SCA
Snowden Capital Advisors
New York
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
BCA
Berman Capital Advisors
Georgia
-$580K
2
PEA
Pacific Edge Advisors
California
-$401K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$371K
4
EGA
Eagle Global Advisors
Texas
-$231K
5
WF
WealthTrust Fairport
Ohio
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$596K +$595K +11,935 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$511K +$186K +3,720 +57%
IA
28
Independence Advisors
Pennsylvania
$499K +$499K +9,995 New
SC
29
Stratford Consulting
Texas
$494K +$494K +9,895 New
NFG
30
Next Financial Group
Texas
$484K +$484K +9,700 New
GRP
31
Global Retirement Partners
California
$437K +$397K +7,952 +994%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$383K +$383K +7,678 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$288K +$288K +5,775 New
BP
34
BBR Partners
New York
$281K – – –
WCM
35
Windsor Capital Management
Arizona
$270K -$109K -2,177 -29%
Mariner
36
Mariner
Kansas
$246K +$246K +4,923 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$230K -$50K -1,002 -18%
CAN
38
Cetera Advisor Networks
California
$225K +$226K +4,527 New
AIC
39
Archer Investment Corporation
Indiana
$200K +$200K +4,000 New
Morgan Stanley
40
Morgan Stanley
New York
$185K +$145K +2,904 +364%
IA
41
IFP Advisors
Florida
$178K +$249 +5 +0.1%
CWA
42
Clarus Wealth Advisors
Arizona
$150K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$134K +$134K +2,685 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$119K -$371K -7,445 -76%
TL
45
TrueWealth LLC
Georgia
$101K +$499 +10 +0.5%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$100K +$99.8K +2,000 New
SFA
47
Stewardship Financial Advisors
Georgia
$86K -$115K -2,302 -57%
AG
48
Advisor Group
Arizona
$77K +$7.23K +145 +10%
CFA
49
Carroll Financial Associates
North Carolina
$72K – – –
CJA
50
C-J Advisory
California
$65K +$65.1K +1,306 New
1
2
3

MEAR Hedge Fund Activity: Q4 2018 in Review

52 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2018, worth a combined $113M — up 220% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MEAR positions and 6 closed out — a net gain of 13 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Berman Capital Advisors, exiting entirely with an estimated $580K sold.

  • 52 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2018, up from 40 in Q3 2018.
  • Funds reported $113M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2018, up 220% quarter-over-quarter.
  • 19 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2018 and 6 closed out, a net change of +13 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $19.1M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2018 was Berman Capital Advisors, an estimated $580K sold.

Based on aggregated 13F filings for Q4 2018.