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BlackRock Short Maturity Municipal Bond ETF
MEAR

77 hedge funds and large institutions have $138M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

11% more capital invested

Capital invested by funds: $124M → $138M (+$13.8M)

5.36% more ownership

Funds ownership: 54.64% → 59.99% (+5.4%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

7% less funds holding

Funds holding: 83 → 77 (-6)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
24
Reduced
24
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$16.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.1M
3
RCM
Requisite Capital Management
Texas
+$4.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.5M
5
TCM
TD Capital Management
Tennessee
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.89M
2
TGAM
TBH Global Asset Management
Tennessee
-$2.55M
3
BlackRock
BlackRock
New York
-$2.16M
4
IWP
Icon Wealth Partners
Texas
-$1.37M
5
UBS Group
UBS Group
Switzerland
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.24M +$205K +4,101 +20%
EWM
27
Elmwood Wealth Management
California
$1.22M -$163K -3,250 -12%
AC
28
Avestar Capital
New York
$1.15M +$751K +15,000 +188%
CAN
29
Cetera Advisor Networks
California
$1.04M +$142K +2,846 +16%
RJA
30
Raymond James & Associates
Florida
$982K -$453K -9,058 -31%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$950K -$9.89M -197,506 -91%
FAAS
32
First Allied Advisory Services
California
$915K +$131K +2,624 +17%
PAG
33
Private Advisor Group
New Jersey
$909K -$41.4K -828 -4%
SPIA
34
Steward Partners Investment Advisory
New York
$852K -$12.6K -252 -1%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$848K -$47.5K -949 -5%
UCFA
36
United Capital Financial Advisors
Texas
$841K -$3.85K -77 -0.5%
BRWA
37
B. Riley Wealth Advisors
Florida
$738K +$76.2K +1,522 +11%
RWMH
38
Riverpoint Wealth Management Holdings
Illinois
$675K -$105K -2,088 -13%
NFG
39
Next Financial Group
Texas
$657K – – –
PA
40
Pinnacle Associates
New York
$639K +$263K +5,260 +69%
PWMAG
41
Pinnacle Wealth Management Advisory Group
New Jersey
$639K +$263K +5,260 +69%
WCM
42
Windsor Capital Management
Arizona
$619K +$10.7K +214 +2%
KCM
43
Kathmere Capital Management
Pennsylvania
$531K +$16.7K +333 +3%
CPIG
44
Chicago Partners Investment Group
Illinois
$497K – – –
SFFS
45
Stonehage Fleming Financial Services
Jersey
$496K – – –
JIP
46
Jaffetilchin Investment Partners
Florida
$470K -$115K -2,298 -20%
TFA
47
Tobias Financial Advisors
Florida
$451K -$415K -8,297 -48%
IA
48
Independence Advisors
Pennsylvania
$398K -$100K -2,000 -20%
SF
49
Synovus Financial
Georgia
$398K +$400K +7,988 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$357K +$28.3K +566 +9%
1
2
3 4

MEAR Hedge Fund Activity: Q1 2020 in Review

77 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2020, worth a combined $138M — up 11% from $124M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MEAR and 14 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $16.1M. The largest seller was Envestnet Asset Management, cutting an estimated $9.89M.

  • 77 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $138M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 14 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2020 and 17 closed out, a net change of -3 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2020 was Jane Street, an estimated $16.1M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $9.89M sold.

Based on aggregated 13F filings for Q1 2020.