BlackRock Short Maturity Municipal Bond ETF
MEAR
133 hedge funds and large institutions have $539M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
0% less capital invested
Capital invested by funds: $542M → $539M (-$2.7M)
1% less funds holding
Funds holding: 134 → 133 (-1)
1.69% less ownership
Funds ownership: 86.72% → 85.04% (-1.7%)
Top Buyers
| 1 |
RWM
Rockwood Wealth Management
New Hope,
Pennsylvania
|
+$4.64M |
| 2 |
QWP
Quotient Wealth Partners
Dallas,
Texas
|
+$2.57M |
| 3 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$2.55M |
| 4 |
JP Morgan Chase
New York
|
+$2.41M |
| 5 |
SFA
Source Financial Advisors
New York
|
+$1.59M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$12.6M |
| 2 |
PDL
Portfolio Design Labs
Encino,
California
|
-$5.9M |
| 3 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$5.22M |
| 4 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$4.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.27M |
MEAR Hedge Fund Activity: Q1 2024 in Review
133 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2024, worth a combined $539M — down 0.5% from $542M a quarter earlier.
Fund positioning in MEAR was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 59 added to existing stakes and 44 trimmed.
The largest buyer was Rockwood Wealth Management, adding an estimated $4.64M. The largest seller was Morgan Stanley, cutting an estimated $12.6M.
- 133 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2024, down from 134 in Q4 2023.
- Funds reported $539M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2024, down 0.5% quarter-over-quarter.
- 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2024 and 11 closed out, a net change of 0 holders.
- The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2024 was Rockwood Wealth Management, an estimated $4.64M added.
- The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2024.