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BlackRock Short Maturity Municipal Bond ETF
MEAR

83 hedge funds and large institutions have $124M invested in BlackRock Short Maturity Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

32% more funds holding

Funds holding: 63 → 83 (+20)

26% more capital invested

Capital invested by funds: $98.4M → $124M (+$25.3M)

7.63% more ownership

Funds ownership: 47.01% → 54.64% (+7.6%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
83
Holders Change
+20
Holders Change %
+31.75%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
28
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.09M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.58M
4
BlackRock
BlackRock
New York
+$2.43M
5
JFM
Jackson Financial Management
California
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
RCM
Requisite Capital Management
Texas
-$2.68M
2
AG
Advisor Group
Arizona
-$2.13M
3
UBS Group
UBS Group
Switzerland
-$1.16M
4
PEA
Pacific Edge Advisors
California
-$1.08M
5
EK
Evensky & Katz
Florida
-$735K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
51
Pinnacle Wealth Management Advisory Group
New Jersey
$380K +$380K +7,580 New
AIS
52
Accurate Investment Solutions
Pennsylvania
$351K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$350K – – –
BCI
54
Brinker Capital Investments
Pennsylvania
$343K +$319K +6,353 +1,273%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$331K – – –
IA
56
IFP Advisors
Florida
$308K +$34.9K +697 +13%
FPGK
57
Financial Partners Group (Kansas)
Kansas
$303K -$52.5K -1,047 -15%
WC
58
Whitney & Co
New York
$301K – – –
FM
59
Foster & Motley
Ohio
$282K +$42.9K +856 +18%
SFG
60
SNS Financial Group
Minnesota
$254K – – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$232K – – –
CWM
62
Cornerstone Wealth Management
Missouri
$228K -$19K -379 -8%
ZF
63
Zhang Financial
Michigan
$226K +$226K +4,500 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$223K +$223K +4,446 New
PWP
65
Personal Wealth Partners
Minnesota
$220K +$220K +4,390 New
GSC
66
G&S Capital
Colorado
$207K +$208K +4,148 New
AIC
67
Archer Investment Corporation
Indiana
$200K – – –
ACP
68
Aveo Capital Partners
Colorado
$200K +$201K +4,000 New
Morgan Stanley
69
Morgan Stanley
New York
$185K – – –
WCG
70
Weaver Consulting Group
California
$133K – – –
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$251 +5 +0.3%
WP
72
WealthShield Partners
North Carolina
$75K +$17.9K +357 +31%
CFA
73
Carroll Financial Associates
North Carolina
$72K – – –
SFA
74
Stewardship Financial Advisors
Georgia
$61K – – –
SWM
75
Sugarloaf Wealth Management
Georgia
$50K +$50.1K +1,000 New
1 2
3
4

MEAR Hedge Fund Activity: Q4 2019 in Review

83 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2019, worth a combined $124M — up 26% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MEAR positions and 3 closed out — a net gain of 20 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $7.12M. The largest seller was Requisite Capital Management, cutting an estimated $2.68M.

  • 83 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2019, up from 63 in Q3 2019.
  • Funds reported $124M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2019, up 26% quarter-over-quarter.
  • 23 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2019 and 3 closed out, a net change of +20 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2019 was Bank of America, an estimated $7.12M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2019 was Requisite Capital Management, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2019.