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BlackRock Short Maturity Municipal Bond ETF
MEAR

74 hedge funds and large institutions have $138M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

0% more capital invested

Capital invested by funds: $138M → $138M (+$48.7K)

2.31% less ownership

Funds ownership: 59.99% → 57.68% (-2.3%)

4% less funds holding

Funds holding: 77 → 74 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
27
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Stratos Wealth Partners
Ohio
+$23M
2
EH
Equitable Holdings
New York
+$11.3M
3
BlackRock
BlackRock
New York
+$2.59M
4
BCA
Berman Capital Advisors
Georgia
+$1.98M
5
BCI
Brinker Capital Investments
Pennsylvania
+$1.43M

Top Sellers

1
RCM
Requisite Capital Management
Texas
-$15.8M
2
Jane Street
Jane Street
New York
-$13.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.48M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.49M
5
SCA
Snowden Capital Advisors
New York
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
TD Capital Management
Tennessee
$1.3M -$204K -4,084 -14%
SPC
27
Sigma Planning Corp
Michigan
$1.22M -$95.7K -1,917 -7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.13M +$170K +3,396 +18%
PAG
29
Private Advisor Group
New Jersey
$1.1M +$187K +3,754 +21%
CAN
30
Cetera Advisor Networks
California
$1.09M +$42.3K +848 +4%
SPIA
31
Steward Partners Investment Advisory
New York
$943K +$84.3K +1,689 +10%
TFA
32
Tobias Financial Advisors
Florida
$905K +$448K +8,979 +99%
NFG
33
Next Financial Group
Texas
$866K +$203K +4,071 +31%
FAAS
34
First Allied Advisory Services
California
$860K -$62.2K -1,245 -7%
UCFA
35
United Capital Financial Advisors
Texas
$847K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$795K -$452K -9,052 -36%
RWMH
37
Riverpoint Wealth Management Holdings
Illinois
$757K +$76.6K +1,535 +11%
WCM
38
Windsor Capital Management
Arizona
$642K +$18.4K +368 +3%
UR
39
USCA RIA
Texas
$631K +$628K +12,586 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$604K -$5.48M -109,780 -90%
PA
41
Pinnacle Associates
New York
$596K -$48.2K -965 -8%
PWMAG
42
Pinnacle Wealth Management Advisory Group
New Jersey
$596K -$48.2K -965 -8%
MHR
43
Matthew Hamilton Rosenberg
$539K -$1.29M -25,774 -71%
KCM
44
Kathmere Capital Management
Pennsylvania
$535K – – –
RJA
45
Raymond James & Associates
Florida
$532K -$455K -9,121 -46%
SFFS
46
Stonehage Fleming Financial Services
Jersey
$499K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$496K +$136K +2,726 +38%
IWC
48
Integrated Wealth Concepts
Massachusetts
$470K +$468K +9,376 New
SWA
49
Stratos Wealth Advisors
Ohio
$413K +$412K +8,244 New
IA
50
Independence Advisors
Pennsylvania
$401K – – –
1
2
3 4

MEAR Hedge Fund Activity: Q2 2020 in Review

74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q2 2020, worth a combined $138M — up 0.04% from $138M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MEAR and 11 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 27 added.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $23M. The largest seller was Requisite Capital Management, cutting an estimated $15.8M.

  • 74 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q2 2020, down from 77 in Q1 2020.
  • Funds reported $138M of BlackRock Short Maturity Municipal Bond ETF stock for Q2 2020, up 0.04% quarter-over-quarter.
  • 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q2 2020 and 13 closed out, a net change of -2 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q2 2020 was Stratos Wealth Partners, an estimated $23M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q2 2020 was Requisite Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2020.