BlackRock Short Maturity Municipal Bond ETF
MEAR
52 hedge funds and large institutions have $113M invested in BlackRock Short Maturity Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 6 closing their positions.
220% more capital invested
Capital invested by funds: $35.2M → $113M (+$77.3M)
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
31.65% more ownership
Funds ownership: 37.11% → 68.76% (+32%)
30% more funds holding
Funds holding: 40 → 52 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.1M |
| 2 |
BlackRock
New York
|
+$19.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.15M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$1.59M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Berman Capital Advisors
Atlanta,
Georgia
|
-$580K |
| 2 |
PEA
Pacific Edge Advisors
Corona Del Mar,
California
|
-$401K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$371K |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$231K |
| 5 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| $9K | – | – | – |
|
|
NA
52
NewEdge Advisors
New Orleans,
Louisiana
| $767 | +$766K | +15,352 | New |
|
|
BCA
53
Berman Capital Advisors
Atlanta,
Georgia
| – | -$580K | -11,619 | Closed |
|
|
MCM
54
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$150K | -3,010 | Closed |
|
|
SFM
55
Signet Financial Management
Parsippany,
New Jersey
| – | -$120K | -2,407 | Closed |
|
|
SWP
56
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$20K | -400 | Closed |
|
57
Fidelity Investments
Boston,
Massachusetts
| – | -$9K | -175 | Closed |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -15 | Closed |
|
MEAR Hedge Fund Activity: Q4 2018 in Review
52 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2018, worth a combined $113M — up 220% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MEAR positions and 6 closed out — a net gain of 13 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Berman Capital Advisors, exiting entirely with an estimated $580K sold.
- 52 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2018, up from 40 in Q3 2018.
- Funds reported $113M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2018, up 220% quarter-over-quarter.
- 19 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2018 and 6 closed out, a net change of +13 holders.
- The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $19.1M added.
- The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2018 was Berman Capital Advisors, an estimated $580K sold.
Based on aggregated 13F filings for Q4 2018.