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BlackRock Short Maturity Municipal Bond ETF
MEAR

95 hedge funds and large institutions have $194M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

12% more funds holding

Funds holding: 85 → 95 (+10)

1.38% more ownership

Funds ownership: 64.95% → 66.33% (+1.4%)

3% more capital invested

Capital invested by funds: $189M → $194M (+$5.45M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$10.2M
2
Morgan Stanley
Morgan Stanley
New York
+$5.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.82M
4
Bank of America
Bank of America
North Carolina
+$2.37M
5
SSC
Syverson Strege & Co
Iowa
+$2.12M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.9M
2
TFA
Tobias Financial Advisors
Florida
-$2.17M
3
FTUS
Flow Traders U.S.
New York
-$1.4M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.28M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.48M -$259K -5,170 -15%
IIL
27
Insight Inv LLC
California
$1.48M +$1.48M +29,450 New
HFW
28
Horizon Family Wealth
Illinois
$1.45M +$1.45M +28,972 New
Mariner
29
Mariner
Kansas
$1.39M -$21.1K -420 -1%
GF
30
Gries Financial
Ohio
$1.28M – – –
VAS
31
Vestmark Advisory Solutions
Massachusetts
$1.27M +$716K +14,287 +128%
4WM
32
4J Wealth Management
Virginia
$1.22M +$4.56K +91 +0.4%
TCM
33
TD Capital Management
Tennessee
$1.21M +$48.5K +967 +4%
KL
34
KWMG LLC
Kansas
$1.14M +$388K +7,740 +52%
HWIS
35
Hancock Whitney Investment Services
Louisiana
$1.02M +$1.02M +20,337 New
RCM
36
Requisite Capital Management
Texas
$977K – – –
DCM
37
Donaldson Capital Management
Indiana
$974K +$51.9K +1,036 +6%
PFA
38
Professional Financial Advisors
Nebraska
$968K +$969K +19,327 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$966K -$1.28M -25,542 -57%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$942K +$251 +5 +0%
NFG
41
Next Financial Group
Texas
$931K -$87.9K -1,753 -9%
CIAS
42
CFS Investment Advisory Services
New Jersey
$846K -$296K -5,904 -26%
SF
43
Synovus Financial
Georgia
$776K -$374K -7,470 -33%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$776K -$1.85K -37 -0.2%
ECM
45
Evergreen Capital Management
Washington
$757K – – –
EFA
46
Evernest Financial Advisors
Indiana
$731K +$732K +14,604 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$721K +$37.3K +744 +5%
SFO
48
Stokes Family Office
Louisiana
$694K +$482K +9,622 +227%
C1AG
49
Client 1st Advisory Group
Florida
$633K – – –
SW
50
SteelPeak Wealth
California
$589K -$120K -2,400 -17%
1
2
3 4 5

MEAR Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2021, worth a combined $194M — up 2.9% from $189M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MEAR positions and 7 closed out — a net gain of 14 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $10.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 95 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $194M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2021, up 2.9% quarter-over-quarter.
  • 21 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2021 was Creative Planning, an estimated $10.2M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2021.