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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

105 hedge funds and large institutions have $363M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
29
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
1
Foster Group
Iowa
$21.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.9M
3
RWM
3
Rockwood Wealth Management
Pennsylvania
$28.8M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.59M
5
AG
5
Ascent Group
Virginia
$3.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.64M
3
Jane Street
3
Jane Street
New York
$383K
4
UBS Group
4
UBS Group
Switzerland
$7.27M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$2.59M +$2.12M +42,482 +456%
EGA
27
Eagle Global Advisors
Texas
$2.42M -$15K -300 -0.6%
FFN
28
Focus Financial Network
Minnesota
$2.37M -$75.4K -1,509 -3%
AWM
29
AE Wealth Management
Kansas
$2.16M +$184K +3,682 +9%
SFO
30
Stokes Family Office
Louisiana
$1.88M -$781K -15,637 -29%
KL
31
KWMG LLC
Kansas
$1.83M +$84.1K +1,683 +5%
Stifel Financial
32
Stifel Financial
Missouri
$1.81M -$49.5K -991 -3%
SPC
33
Sigma Planning Corp
Michigan
$1.7M +$12.9K +258 +0.8%
HFA
34
Highland Financial Advisors
New Jersey
$1.59M +$197K +3,946 +14%
Creative Planning
35
Creative Planning
Kansas
$1.57M -$117K -2,335 -7%
BPA
36
Beacon Pointe Advisors
California
$1.46M -$322K -6,440 -18%
OCM
37
One Capital Management
California
$1.46M -$943K -18,877 -39%
PCA
38
Prosperity Capital Advisors
Ohio
$1.43M +$599K +11,988 +72%
TFA
39
Teamwork Financial Advisors
Texas
$1.39M +$453K +9,075 +48%
AI
40
Atria Investments
North Carolina
$1.3M +$31.3K +627 +2%
GF
41
Gries Financial
Ohio
$1.28M – – –
PAG
42
Private Advisor Group
New Jersey
$1.26M -$3.47M -69,513 -73%
4WM
43
4J Wealth Management
Virginia
$1.21M -$649 -13 -0.1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.08M -$4.11M -82,310 -79%
LNC
45
Lincoln National Corp
Pennsylvania
$1.08M -$9.29K -186 -0.9%
RHP
46
Royal Harbor Partners
Texas
$1.06M +$92.9K +1,859 +10%
Truist Financial
47
Truist Financial
North Carolina
$1.04M -$26.6K -533 -2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.02M -$166K -3,320 -14%
AWS
49
Atria Wealth Solutions
New York
$1.01M -$426K -8,526 -30%
GL
50
Graypoint LLC
New York
$986K -$129K -2,587 -12%
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