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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

114 hedge funds and large institutions have $503M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
39
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$61.8M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$28.6M
3
UWPG
3
Ullmann Wealth Partners Group
Florida
$11M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.15M
5
SMG
5
Smart Money Group
Texas
$5.41M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$114M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.6M
3
Jane Street
3
Jane Street
New York
$7.52M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$10.5M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.4M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$3.32M 66,616 +5,702 +9%
WWM
27
Windsor Wealth Management
Indiana
$3.29M 66,079 +6,963 +12%
EWM
28
Elmwood Wealth Management
California
$3.08M 61,835 -1,200 -2%
SFA
29
Source Financial Advisors
New York
$2.85M 57,316 -3,271 -5%
WJA
30
Willis Johnson & Associates
Texas
$2.81M 56,482 +56,482 New
KCM
31
KM Capital Management
Texas
$2.74M 54,962 +17,285 +46%
SSC
32
Syverson Strege & Co
Iowa
$2.69M 54,036 -15,600 -22%
OPPS
33
Obsidian Personal Planning Solutions
Maryland
$2.69M 54,029 +54,029 New
AT
34
Arden Trust
Delaware
$2.66M 53,425 +15,587 +41%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.64M 53,053 +15,856 +43%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.4M 48,211 -38,275 -44%
OPS
37
Orion Portfolio Solutions
Nebraska
$2.4M 48,211 -38,275 -44%
KL
38
KWMG LLC
Kansas
$2.08M 41,803 +2,857 +7%
EGA
39
Eagle Global Advisors
Texas
$2M 40,150 -10,100 -20%
SPC
40
Sigma Planning Corp
Michigan
$1.85M 37,135 +3,055 +9%
AWS
41
Atria Wealth Solutions
New York
$1.75M 35,074 +13,731 +64%
SFO
42
Stokes Family Office
Louisiana
$1.75M 35,069 -7,527 -18%
HFA
43
Highland Financial Advisors
New Jersey
$1.71M 34,389 +22 +0.1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.7M 34,041 +10,428 +44%
JSA
45
Jacobson & Schmitt Advisors
Wisconsin
$1.63M 32,769 +3,575 +12%
BA
46
Bridge Advisory
California
$1.6M 32,117 +32,117 New
PCA
47
Prosperity Capital Advisors
Ohio
$1.48M 29,615 -1,900 -6%
Stifel Financial
48
Stifel Financial
Missouri
$1.47M 29,515 – –
BPA
49
Beacon Pointe Advisors
California
$1.36M 27,333 – –
OCM
50
One Capital Management
California
$1.26M 25,242 -140 -0.6%
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