We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

106 hedge funds and large institutions have $410M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $363M → $410M (+$47M)

7.47% more ownership

Funds ownership: 75.14%82.61% (+7.5%)

1% more funds holding

Funds holding: 105106 (+1)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
39
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Windsor Wealth Management
Indiana
$2.95M +$356K +7,150 +14%
OIA
27
OneDigital Investment Advisors
Kansas
$2.71M -$237K -4,758 -8%
UWPG
28
Ullmann Wealth Partners Group
Florida
$2.63M +$2.62M +52,658 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.55M +$1.47M +29,439 +136%
EGA
30
Eagle Global Advisors
Texas
$2.51M +$89.7K +1,800 +4%
SFO
31
Stokes Family Office
Louisiana
$2.13M +$251K +5,036 +13%
KL
32
KWMG LLC
Kansas
$1.94M +$113K +2,273 +6%
AT
33
Arden Trust
Delaware
$1.89M +$1.88M +37,838 New
KCM
34
KM Capital Management
Texas
$1.88M +$1.88M +37,677 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.86M +$1.51M +30,393 +447%
HFA
36
Highland Financial Advisors
New Jersey
$1.72M +$126K +2,532 +8%
SPC
37
Sigma Planning Corp
Michigan
$1.7M +$996 +20 +0.1%
PCA
38
Prosperity Capital Advisors
Ohio
$1.57M +$142K +2,851 +10%
Stifel Financial
39
Stifel Financial
Missouri
$1.47M -$335K -6,725 -19%
JSA
40
Jacobson & Schmitt Advisors
Wisconsin
$1.46M +$949K +19,061 +188%
BPA
41
Beacon Pointe Advisors
California
$1.36M -$97.1K -1,950 -7%
Creative Planning
42
Creative Planning
Kansas
$1.28M -$283K -5,676 -18%
GF
43
Gries Financial
Ohio
$1.28M
OCM
44
One Capital Management
California
$1.27M -$191K -3,840 -13%
RHP
45
Royal Harbor Partners
Texas
$1.26M +$202K +4,062 +19%
PAG
46
Private Advisor Group
New Jersey
$1.25M -$6.08K -122 -0.5%
4WM
47
4J Wealth Management
Virginia
$1.2M -$14.4K -290 -1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.18M +$157K +3,153 +15%
AWM
49
AE Wealth Management
Kansas
$1.17M -$985K -19,783 -46%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.1M +$642K +12,892 +141%

MEAR Hedge Fund Activity: Q2 2023 in Review

106 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q2 2023, worth a combined $410M — up 13% from $363M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MEAR positions and 10 closed out — a net gain of 2 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $19.4M. The largest seller was Bank of America, cutting an estimated $5.44M.

  • 106 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q2 2023, up from 105 in Q1 2023.
  • Funds reported $410M of BlackRock Short Maturity Municipal Bond ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 12 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q2 2023 and 10 closed out, a net change of +2 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q2 2023 was BlackRock, an estimated $19.4M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q2 2023 was Bank of America, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2023.