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BlackRock Short Maturity Municipal Bond ETF
MEAR

82 hedge funds and large institutions have $152M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

11% more funds holding

Funds holding: 74 → 82 (+8)

10% more capital invested

Capital invested by funds: $138M → $152M (+$14.4M)

0.01% more ownership

Funds ownership: 57.68% → 57.69% (+0.01%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.57M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.38M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.29M
4
FM
Foster & Motley
Ohio
+$2.85M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.98M
2
EH
Equitable Holdings
New York
-$3.91M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.03M
4
Jane Street
Jane Street
New York
-$1.55M
5
FTUS
Flow Traders U.S.
New York
-$918K
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
51
Matthew Hamilton Rosenberg
$535K -$4.07K -81 -0.8%
SFFS
52
Stonehage Fleming Financial Services
Jersey
$500K – – –
KF
53
Krilogy Financial
Missouri
$499K +$500K +9,950 New
JSA
54
Jacobson & Schmitt Advisors
Wisconsin
$486K +$486K +9,684 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$474K +$3.82K +76 +0.8%
Morgan Stanley
56
Morgan Stanley
New York
$417K +$231K +4,600 +124%
SWA
57
Stratos Wealth Advisors
Ohio
$414K +$100 +2 +0%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$413K +$193K +3,844 +87%
IA
59
Independence Advisors
Pennsylvania
$401K – – –
FTUS
60
Flow Traders U.S.
New York
$393K -$918K -18,294 -70%
SF
61
Synovus Financial
Georgia
$358K +$251 +5 +0.1%
MML Investors Services
62
MML Investors Services
Massachusetts
$356K -$21.3K -424 -6%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$342K -$3.36K -67 -1%
TI
64
Tidal Investments
Wisconsin
$322K +$322K +6,420 New
OPS
65
Orion Portfolio Solutions
Nebraska
$313K +$183K +3,636 +140%
CWM
66
Cabot Wealth Management
Massachusetts
$297K +$297K +5,924 New
SFS
67
Sowell Financial Services
Arkansas
$293K -$9.39K -187 -3%
BFG
68
Barber Financial Group
Kansas
$291K +$70.8K +1,410 +32%
IA
69
IFP Advisors
Florida
$255K -$82.1K -1,636 -24%
RBC
70
Roble Belko & Company
Pennsylvania
$252K – – –
SFM
71
Signet Financial Management
New Jersey
$251K +$25.2K +502 +11%
AAS
72
Avantax Advisory Services
Texas
$244K +$14.8K +295 +6%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$243K +$243K +4,845 New
PWP
74
Personal Wealth Partners
Minnesota
$220K – – –
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$207K +$207K +4,121 New
1 2
3
4

MEAR Hedge Fund Activity: Q3 2020 in Review

82 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q3 2020, worth a combined $152M — up 10% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MEAR positions and 3 closed out — a net gain of 8 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $5.98M.

  • 82 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $152M of BlackRock Short Maturity Municipal Bond ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q3 2020 and 3 closed out, a net change of +8 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q3 2020 was UBS Group, an estimated $5.57M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q3 2020 was Bank of America, an estimated $5.98M sold.

Based on aggregated 13F filings for Q3 2020.