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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

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.

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
59
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWM
1
Rockwood Wealth Management
Pennsylvania
$41.3M
2
QWP
2
Quotient Wealth Partners
Texas
$11.8M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$34.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.6M
5
SFA
5
Source Financial Advisors
New York
$5.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.19M
2
PDL
2
Portfolio Design Labs
California
$3.64M
3
AG
3
Ascent Group
Virginia
$2.82M
4
AWM
4
Aprio Wealth Management
Georgia
$1.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
PDL
26
Portfolio Design Labs
California
$3.64M -$5.91M -117,838 -62%
EWM
27
Elmwood Wealth Management
California
$3.15M +$108K +2,150 +4%
1WM
28
1900 Wealth Management
Texas
$3.12M -$336K -6,702 -10%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.91M -$4.27M -85,257 -60%
AG
30
Ascent Group
Virginia
$2.82M -$5.23M -104,359 -65%
OPPS
31
Obsidian Personal Planning Solutions
Maryland
$2.78M +$33.5K +669 +1%
UBS Group
32
UBS Group
Switzerland
$2.63M -$363K -7,249 -12%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.62M +$653K +13,030 +33%
SPC
34
Sigma Planning Corp
Michigan
$2.54M +$1.12M +22,315 +79%
KL
35
KWMG LLC
Kansas
$2.38M +$119K +2,378 +5%
OPS
36
Orion Portfolio Solutions
Nebraska
$2.26M -$143K -2,863 -6%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.26M -$143K -2,863 -6%
NA
38
NewEdge Advisors
Louisiana
$2.22M -$273K -5,438 -11%
Stifel Financial
39
Stifel Financial
Missouri
$2.18M -$1.28M -25,481 -37%
WB
40
Webster Bank
Connecticut
$2.11M – – –
EGA
41
Eagle Global Advisors
Texas
$2.01M – – –
WJA
42
Willis Johnson & Associates
Texas
$1.99M +$490K +9,780 +33%
Truist Financial
43
Truist Financial
North Carolina
$1.9M +$1.07M +21,387 +129%
AT
44
Arden Trust
Delaware
$1.85M +$91.6K +1,828 +5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.74M +$1.28M +25,450 +272%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.73M -$30.8K -615 -2%
HFA
47
Highland Financial Advisors
New Jersey
$1.73M -$316K -6,313 -15%
HIF
48
Hill Island Financial
Michigan
$1.7M +$9.57K +191 +0.6%
JSA
49
Jacobson & Schmitt Advisors
Wisconsin
$1.68M +$72.7K +1,450 +5%
Creative Planning
50
Creative Planning
Kansas
$1.54M -$5.81K -116 -0.4%
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