We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

77 hedge funds and large institutions have $138M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $124M → $138M (+$13.8M)

5.36% more ownership

Funds ownership: 54.64%59.99% (+5.4%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

7% less funds holding

Funds holding: 8377 (-6)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
24
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
51
Accurate Investment Solutions
Pennsylvania
$348K
Bank of New York Mellon
52
Bank of New York Mellon
New York
$348K
CWS
53
Cypress Wealth Services
California
$344K -$84.4K -1,686 -20%
IA
54
IFP Advisors
Florida
$343K +$37.5K +749 +12%
MML Investors Services
55
MML Investors Services
Massachusetts
$314K -$401K -8,018 -56%
SFS
56
Sowell Financial Services
Arkansas
$300K +$296K +5,921 +5,482%
FM
57
Foster & Motley
Ohio
$265K -$14.8K -295 -5%
ZF
58
Zhang Financial
Michigan
$224K
PWP
59
Personal Wealth Partners
Minnesota
$218K
BFG
60
Barber Financial Group
Kansas
$213K +$215K +4,287 New
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$200K
AIC
62
Archer Investment Corporation
Indiana
$199K
Morgan Stanley
63
Morgan Stanley
New York
$184K
WCG
64
Weaver Consulting Group
California
$105K -$28K -560 -21%
OPS
65
Orion Portfolio Solutions
Nebraska
$84K +$84.1K +1,681 New
CFA
66
Carroll Financial Associates
North Carolina
$72K
SFA
67
Stewardship Financial Advisors
Georgia
$61K
SWM
68
Sugarloaf Wealth Management
Georgia
$50K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$47.8K -955 -51%
RBC
70
Roble Belko & Company
Pennsylvania
$40K +$701 +14 +2%
JP Morgan Chase
71
JP Morgan Chase
New York
$26K +$25.9K +518 New
Citigroup
72
Citigroup
New York
$25K -$3.45K -69 -12%
PA
73
Parallel Advisors
California
$9K
ADL
74
Asset Dedication LLC
California
$8K
MWM
75
MBE Wealth Management
Wisconsin
$7K +$7.66K +153 New

MEAR Hedge Fund Activity: Q1 2020 in Review

77 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2020, worth a combined $138M — up 11% from $124M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MEAR and 14 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $16.1M. The largest seller was Envestnet Asset Management, cutting an estimated $9.89M.

  • 77 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $138M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 14 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2020 and 17 closed out, a net change of -3 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2020 was Jane Street, an estimated $16.1M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $9.89M sold.

Based on aggregated 13F filings for Q1 2020.