We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

82 hedge funds and large institutions have $152M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

11% more funds holding

Funds holding: 7482 (+8)

10% more capital invested

Capital invested by funds: $138M → $152M (+$14.4M)

0.01% more ownership

Funds ownership: 57.68%57.69% (+0.01%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
33
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
26
Eagle Global Advisors
Texas
$1.55M -$161K -3,201 -9%
Mariner
27
Mariner
Kansas
$1.54M -$40K -796 -3%
DCM
28
Donaldson Capital Management
Indiana
$1.49M -$216K -4,295 -13%
AC
29
Avestar Capital
New York
$1.3M -$100K -2,000 -7%
SPC
30
Sigma Planning Corp
Michigan
$1.22M +$351 +7 +0%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.12M -$11.6K -231 -1%
CAN
32
Cetera Advisor Networks
California
$1.11M +$12.9K +256 +1%
NFG
33
Next Financial Group
Texas
$1.07M +$201K +4,000 +23%
TFA
34
Tobias Financial Advisors
Florida
$1.03M +$121K +2,418 +13%
RJA
35
Raymond James & Associates
Florida
$1.02M +$483K +9,619 +91%
TCM
36
TD Capital Management
Tennessee
$988K -$311K -6,186 -24%
JP Morgan Chase
37
JP Morgan Chase
New York
$865K +$838K +16,700 +3,224%
UCFA
38
United Capital Financial Advisors
Texas
$848K
Jane Street
39
Jane Street
New York
$841K -$1.55M -30,852 -65%
SWM
40
Sugarloaf Wealth Management
Georgia
$835K +$745K +14,843 +829%
IDA
41
Intelligence Driven Advisers
California
$806K +$807K +16,065 New
PA
42
Pinnacle Associates
New York
$790K +$194K +3,865 +33%
PWMAG
43
Pinnacle Wealth Management Advisory Group
New Jersey
$790K +$194K +3,865 +33%
RWMH
44
Riverpoint Wealth Management Holdings
Illinois
$765K +$6.83K +136 +0.9%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$683K -$112K -2,238 -14%
PAG
46
Private Advisor Group
New Jersey
$674K -$431K -8,590 -39%
WCM
47
Windsor Capital Management
Arizona
$628K -$14.4K -286 -2%
C1AG
48
Client 1st Advisory Group
Florida
$598K +$261K +5,193 +77%
ECM
49
Evergreen Capital Management
Washington
$577K +$577K +11,500 New
UR
50
USCA RIA
Texas
$564K -$68.2K -1,358 -11%

MEAR Hedge Fund Activity: Q3 2020 in Review

82 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q3 2020, worth a combined $152M — up 10% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MEAR positions and 3 closed out — a net gain of 8 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $5.98M.

  • 82 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $152M of BlackRock Short Maturity Municipal Bond ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q3 2020 and 3 closed out, a net change of +8 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q3 2020 was UBS Group, an estimated $5.57M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q3 2020 was Bank of America, an estimated $5.98M sold.

Based on aggregated 13F filings for Q3 2020.