We are live on ! Find out more

BlackRock Short Maturity Municipal Bond ETF

MEAR

Market cap $1.41B

160 hedge funds and large institutions have $605M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New

Increased

Maintained

Reduced

Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

155% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 31

10% more funds holding

Funds holding: 145 → 160 (+15)

3% more capital invested

Capital invested by funds: $588M → $605M (+$17.1M)

1.26% less ownership

Funds ownership: 81.13% → 79.88% (-1.3%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders

160

Holders Change

+15

Holders Change %

+10.34%

% of All Funds

2.11%

Holding in Top 10

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-14.29%

% of All Funds

0.08%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	RWM Rockwood Wealth Management New Hope, Pennsylvania	+$33.3M
2	Focus Partners Wealth Boston, Massachusetts	+$11.4M
3	SC Savant Capital Rockford, Illinois	+$9.63M
4	DWM Dynasty Wealth Management St. Petersburg, Florida	+$7.2M
5	HighTower Advisors Chicago, Illinois	+$2.87M

Top Sellers

1	JP Morgan Chase New York	-$54.4M
2	Bank of America Charlotte, North Carolina	-$11.6M
3	Corient Private Wealth Miami, Florida	-$4.02M
4	RCA Resonant Capital Advisors Madison, Wisconsin	-$3.47M
5	WJA Willis Johnson & Associates Houston, Texas	-$1.25M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	CAM 26 Clarity Asset Management Ames, Iowa	$4.94M	+$50.3K	+1,003	+1%
27	OIA 27 OneDigital Investment Advisors Overland Park, Kansas	$4.45M	+$468K	+9,331	+12%
28	28 Betterment LLC New York	$4.28M	+$2M	+39,883	+87%
29	MWM 29 Modern Wealth Management Lenexa, Kansas	$4.03M	+$2.22M	+44,326	+122%
30	EWM 30 Elmwood Wealth Management Berkeley, California	$3.41M	+$447K	+8,920	+15%
31	OPPS 31 Obsidian Personal Planning Solutions Rockville, Maryland	$3.29M	+$143K	+2,858	+5%
32	JSA 32 Jacobson & Schmitt Advisors Middleton, Wisconsin	$3.19M	+$765K	+15,258	+31%
33	SPC 33 Sigma Planning Corp Ann Arbor, Michigan	$3.13M	+$57.8K	+1,152	+2%
34	DCM 34 Donaldson Capital Management Evansville, Indiana	$3.12M	+$1.13M	+22,512	+56%
35	DCM 35 DGS Capital Management Jersey City, New Jersey	$3.08M	+$1.71M	+34,046	+123%
36	36 Cetera Investment Advisers Schaumburg, Illinois	$3.03M	+$95.9K	+1,912	+3%
37	IIC 37 Integrated Investment Consultants Bloomfield Hills, Michigan	$3.03M	-$854K	-17,035	-22%
38	38 Jane Street New York	$2.98M	+$1.95M	+38,947	+189%
39	WB 39 Webster Bank Waterbury, Connecticut	$2.93M	–	–	–
40	40 Commonwealth Equity Services Waltham, Massachusetts	$2.92M	+$104K	+2,067	+4%
41	KL 41 KWMG LLC Overland Park, Kansas	$2.42M	-$78K	-1,556	-3%
42	YWM 42 Yardley Wealth Management Yardley, Pennsylvania	$2.34M	+$1.17M	+23,316	+100%
43	PCA 43 Prosperity Capital Advisors Westlake, Ohio	$2.29M	+$582K	+11,602	+34%
44	44 UBS Group Zurich, Switzerland	$2.28M	-$658K	-13,121	-22%
45	SA 45 Sanctuary Advisors Indianapolis, Indiana	$2.27M	+$1.04M	+20,754	+85%
46	FPW 46 Flagship Private Wealth Woburn, Massachusetts	$2.15M	+$1.32M	+26,388	+159%
47	47 Wealth Enhancement Advisory Services Plymouth, Minnesota	$2.13M	+$2.14M	+42,599	New
48	WJA 48 Willis Johnson & Associates Houston, Texas	$2.13M	-$1.25M	-24,840	-37%
49	49 Stifel Financial St. Louis, Missouri	$2.09M	+$62K	+1,236	+3%
50	EGA 50 Eagle Global Advisors Houston, Texas	$2.01M	–	–	–