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BlackRock Short Maturity Municipal Bond ETF
MEAR

95 hedge funds and large institutions have $194M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

12% more funds holding

Funds holding: 85 → 95 (+10)

1.38% more ownership

Funds ownership: 64.95% → 66.33% (+1.4%)

3% more capital invested

Capital invested by funds: $189M → $194M (+$5.45M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$10.2M
2
Morgan Stanley
Morgan Stanley
New York
+$5.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.82M
4
Bank of America
Bank of America
North Carolina
+$2.37M
5
SSC
Syverson Strege & Co
Iowa
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.9M
2
TFA
Tobias Financial Advisors
Florida
-$2.17M
3
FTUS
Flow Traders U.S.
New York
-$1.4M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.28M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Windsor Capital Management
Arizona
$568K -$201K -4,002 -26%
MML Investors Services
52
MML Investors Services
Massachusetts
$528K -$196K -3,918 -27%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$524K +$524K +10,463 New
CSI
54
Cross Staff Investments
New York
$506K +$506K +10,100 New
Prudential Financial
55
Prudential Financial
New Jersey
$499K -$15.2K -304 -3%
RBC
56
Roble Belko & Company
Pennsylvania
$478K +$227K +4,530 +90%
FTUS
57
Flow Traders U.S.
New York
$445K -$1.4M -27,970 -76%
CWM
58
Cabot Wealth Management
Massachusetts
$439K +$31.9K +637 +8%
MWM
59
Modera Wealth Management
New Jersey
$401K – – –
VHAM
60
Van Hulzen Asset Management
California
$380K +$380K +7,587 New
AAS
61
Avantax Advisory Services
Texas
$364K +$64.9K +1,295 +22%
BFG
62
Barber Financial Group
Kansas
$353K -$2.91K -58 -0.8%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$322K – – –
TI
64
Tidal Investments
Wisconsin
$322K – – –
SPI
65
Sutton Place Investors
New York
$322K +$322K +6,424 New
PAG
66
Private Advisor Group
New Jersey
$316K -$9.97K -199 -3%
AC
67
Avestar Capital
New York
$301K – – –
CWAF
68
Core Wealth Advisors (Florida)
Florida
$299K -$37.7K -752 -11%
JP Morgan Chase
69
JP Morgan Chase
New York
$290K -$729K -14,536 -72%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$287K -$10.9M -216,796 -97%
RJA
71
Raymond James & Associates
Florida
$275K -$320K -6,375 -54%
AWM
72
AE Wealth Management
Kansas
$264K +$264K +5,276 New
IA
73
IFP Advisors
Florida
$260K +$18.2K +363 +8%
CAL
74
Capital Advisors Ltd
Ohio
$251K +$251K +5,000 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$245K +$245K +4,881 New
1 2
3
4 5

MEAR Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2021, worth a combined $194M — up 2.9% from $189M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MEAR positions and 7 closed out — a net gain of 14 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $10.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 95 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $194M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2021, up 2.9% quarter-over-quarter.
  • 21 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2021 was Creative Planning, an estimated $10.2M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2021.