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BlackRock Short Maturity Municipal Bond ETF
MEAR

83 hedge funds and large institutions have $124M invested in BlackRock Short Maturity Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

32% more funds holding

Funds holding: 63 → 83 (+20)

26% more capital invested

Capital invested by funds: $98.4M → $124M (+$25.3M)

7.63% more ownership

Funds ownership: 47.01% → 54.64% (+7.6%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
83
Holders Change
+20
Holders Change %
+31.75%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
28
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.09M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.58M
4
BlackRock
BlackRock
New York
+$2.43M
5
JFM
Jackson Financial Management
California
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
RCM
Requisite Capital Management
Texas
-$2.68M
2
AG
Advisor Group
Arizona
-$2.13M
3
UBS Group
UBS Group
Switzerland
-$1.16M
4
PEA
Pacific Edge Advisors
California
-$1.08M
5
EK
Evensky & Katz
Florida
-$735K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$957K -$69.9K -1,394 -7%
CAN
27
Cetera Advisor Networks
California
$907K +$289K +5,756 +46%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$902K +$902K +17,997 New
SPIA
29
Steward Partners Investment Advisory
New York
$870K +$871K +17,376 New
TFA
30
Tobias Financial Advisors
Florida
$869K +$870K +17,354 New
SPC
31
Sigma Planning Corp
Michigan
$851K +$98.1K +1,956 +13%
UCFA
32
United Capital Financial Advisors
Texas
$850K – – –
FAAS
33
First Allied Advisory Services
California
$792K +$180K +3,592 +30%
RWMH
34
Riverpoint Wealth Management Holdings
Illinois
$784K -$6.07K -121 -0.8%
MML Investors Services
35
MML Investors Services
Massachusetts
$718K +$297K +5,920 +70%
BRWA
36
B. Riley Wealth Advisors
Florida
$667K +$667K +13,300 New
NFG
37
Next Financial Group
Texas
$661K – – –
WCM
38
Windsor Capital Management
Arizona
$612K -$37.7K -751 -6%
RHP
39
Royal Harbor Partners
Texas
$612K +$612K +12,215 New
JIP
40
Jaffetilchin Investment Partners
Florida
$588K +$150K +2,985 +34%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$586K – – –
KCM
42
Kathmere Capital Management
Pennsylvania
$518K +$518K +10,339 New
IA
43
Independence Advisors
Pennsylvania
$501K – – –
CPIG
44
Chicago Partners Investment Group
Illinois
$500K +$500K +9,970 New
SFFS
45
Stonehage Fleming Financial Services
Jersey
$499K – – –
HIM
46
HawsGoodwin Investment Management
Tennessee
$454K +$454K +9,055 New
CWS
47
Cypress Wealth Services
California
$431K +$95.3K +1,900 +28%
AC
48
Avestar Capital
New York
$400K +$150K +3,000 +60%
BAAM
49
Baker Avenue Asset Management
California
$395K – – –
PA
50
Pinnacle Associates
New York
$380K +$380K +7,580 New
1
2
3 4

MEAR Hedge Fund Activity: Q4 2019 in Review

83 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2019, worth a combined $124M — up 26% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MEAR positions and 3 closed out — a net gain of 20 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $7.12M. The largest seller was Requisite Capital Management, cutting an estimated $2.68M.

  • 83 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2019, up from 63 in Q3 2019.
  • Funds reported $124M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2019, up 26% quarter-over-quarter.
  • 23 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2019 and 3 closed out, a net change of +20 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2019 was Bank of America, an estimated $7.12M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2019 was Requisite Capital Management, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2019.