We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF
MEAR

74 hedge funds and large institutions have $138M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

0% more capital invested

Capital invested by funds: $138M → $138M (+$48.7K)

2.31% less ownership

Funds ownership: 59.99% → 57.68% (-2.3%)

4% less funds holding

Funds holding: 77 → 74 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
27
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$23M
2
EH
Equitable Holdings
New York
+$11.3M
3
BlackRock
BlackRock
New York
+$2.59M
4
BCA
Berman Capital Advisors
Georgia
+$1.98M
5
BCI
Brinker Capital Investments
Pennsylvania
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
RCM
Requisite Capital Management
Texas
-$15.8M
2
Jane Street
Jane Street
New York
-$13.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.48M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.49M
5
SCA
Snowden Capital Advisors
New York
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$377K +$60.8K +1,217 +19%
SF
52
Synovus Financial
Georgia
$358K -$41.9K -840 -11%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$345K -$4.94K -99 -1%
FM
54
Foster & Motley
Ohio
$345K +$77.3K +1,548 +29%
C1AG
55
Client 1st Advisory Group
Florida
$338K +$336K +6,729 New
IA
56
IFP Advisors
Florida
$337K -$8.64K -173 -3%
SFS
57
Sowell Financial Services
Arkansas
$303K +$200 +4 +0.1%
RBC
58
Roble Belko & Company
Pennsylvania
$252K +$211K +4,217 +521%
AAS
59
Avantax Advisory Services
Texas
$229K +$228K +4,561 New
SFM
60
Signet Financial Management
New Jersey
$226K +$225K +4,501 New
ZF
61
Zhang Financial
Michigan
$225K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$221K +$220K +4,402 New
PWP
63
Personal Wealth Partners
Minnesota
$220K – – –
BFG
64
Barber Financial Group
Kansas
$220K +$5.44K +109 +3%
AIC
65
Archer Investment Corporation
Indiana
$201K – – –
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$200K – – –
Morgan Stanley
67
Morgan Stanley
New York
$186K – – –
OPS
68
Orion Portfolio Solutions
Nebraska
$130K +$45.6K +913 +54%
WCG
69
Weaver Consulting Group
California
$100K -$4.99K -100 -5%
SWM
70
Sugarloaf Wealth Management
Georgia
$90K +$39.5K +791 +79%
CFA
71
Carroll Financial Associates
North Carolina
$72K – – –
SFA
72
Stewardship Financial Advisors
Georgia
$61K – – –
JP Morgan Chase
73
JP Morgan Chase
New York
$26K – – –
Citigroup
74
Citigroup
New York
$25K – – –
ADL
75
Asset Dedication LLC
California
$8K – – –
1 2
3
4

MEAR Hedge Fund Activity: Q2 2020 in Review

74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q2 2020, worth a combined $138M — up 0.04% from $138M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MEAR and 11 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 27 added.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $23M. The largest seller was Requisite Capital Management, cutting an estimated $15.8M.

  • 74 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q2 2020, down from 77 in Q1 2020.
  • Funds reported $138M of BlackRock Short Maturity Municipal Bond ETF stock for Q2 2020, up 0.04% quarter-over-quarter.
  • 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q2 2020 and 13 closed out, a net change of -2 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q2 2020 was Stratos Wealth Partners, an estimated $23M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q2 2020 was Requisite Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2020.