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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

134 hedge funds and large institutions have $542M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
134
Holders Change
+20
Holders Change %
+17.54%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
43
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PDL
1
Portfolio Design Labs
California
$9.52M
2
QWP
2
Quotient Wealth Partners
Texas
$9.21M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.09M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.8M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$1.16M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
Jane Street
3
Jane Street
New York
$971K
4
TFA
4
Tobias Financial Advisors
Florida
$299K
5
1WM
5
1900 Wealth Management
Texas
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$3.78M 75,659 +6,058 +9%
Stifel Financial
27
Stifel Financial
Missouri
$3.45M 68,991 +39,476 +134%
1WM
28
1900 Wealth Management
Texas
$3.45M 68,989 -63,922 -48%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.19M 63,823 -11,164 -15%
EWM
30
Elmwood Wealth Management
California
$3.03M 60,685 -1,150 -2%
UBS Group
31
UBS Group
Switzerland
$2.99M 59,722 -30,172 -34%
OPPS
32
Obsidian Personal Planning Solutions
Maryland
$2.74M 54,897 +868 +2%
NA
33
NewEdge Advisors
Louisiana
$2.49M 49,710 -16,906 -25%
OPS
34
Orion Portfolio Solutions
Nebraska
$2.4M 47,876 -335 -0.7%
BCI
35
Brinker Capital Investments
Pennsylvania
$2.4M 47,876 -335 -0.7%
SSC
36
Syverson Strege & Co
Iowa
$2.33M 46,637 -7,399 -14%
KL
37
KWMG LLC
Kansas
$2.25M 45,073 +3,270 +8%
KCM
38
KM Capital Management
Texas
$2.17M 43,388 -11,574 -21%
WB
39
Webster Bank
Connecticut
$2.11M 42,146 +38,130 +949%
HFA
40
Highland Financial Advisors
New Jersey
$2.04M 40,753 +6,364 +19%
EGA
41
Eagle Global Advisors
Texas
$2.01M 40,150 – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.97M 39,315 -13,738 -26%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.76M 35,195 +1,154 +3%
AT
44
Arden Trust
Delaware
$1.75M 35,015 -18,410 -34%
EMAM
45
Encompass More Asset Management
California
$1.75M 34,951 +34,951 New
HIF
46
Hill Island Financial
Michigan
$1.69M 33,721 +33,721 New
JSA
47
Jacobson & Schmitt Advisors
Wisconsin
$1.61M 32,145 -624 -2%
Creative Planning
48
Creative Planning
Kansas
$1.54M 30,784 +10,860 +55%
WJA
49
Willis Johnson & Associates
Texas
$1.49M 29,826 -26,656 -47%
PCA
50
Prosperity Capital Advisors
Ohio
$1.46M 29,126 -489 -2%
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