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BlackRock Short Maturity Municipal Bond ETF
MEAR

105 hedge funds and large institutions have $363M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

5% less funds holding

Funds holding: 111 → 105 (-6)

6.19% less ownership

Funds ownership: 81.33% → 75.14% (-6.2%)

15% less capital invested

Capital invested by funds: $429M → $363M (-$66.1M)

43% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 51

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
29
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FG
Foster Group
Iowa
+$21.5M
2
Morgan Stanley
Morgan Stanley
New York
+$9.8M
3
RWM
Rockwood Wealth Management
Pennsylvania
+$3.16M
4
OPS
Orion Portfolio Solutions
Nebraska
+$2.12M
5
AG
Ascent Group
Virginia
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$47.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$36.1M
3
Jane Street
Jane Street
New York
-$9.58M
4
UBS Group
UBS Group
Switzerland
-$5.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
51
Avestar Capital
New York
$947K +$44.2K +887 +5%
IIL
52
Insight Inv LLC
California
$872K -$423K -8,500 -33%
CAN
53
Cetera Advisor Networks
California
$778K -$40K -803 -5%
BFG
54
Barber Financial Group
Kansas
$757K +$88.6K +1,778 +13%
ECM
55
Evergreen Capital Management
Washington
$754K – – –
FIBT
56
First International Bank & Trust
North Dakota
$707K +$4.04K +81 +0.6%
CA
57
Cetera Advisors
Colorado
$627K +$625K +12,548 New
DCM
58
Donaldson Capital Management
Indiana
$620K -$70.2K -1,410 -10%
BAM
59
Belpointe Asset Management
Nevada
$617K +$593K +11,908 +2,694%
MCI
60
MRP Capital Investments
Georgia
$596K -$493K -9,904 -45%
AAS
61
Avantax Advisory Services
Texas
$571K +$171K +3,435 +43%
MML Investors Services
62
MML Investors Services
Massachusetts
$559K -$509K -10,220 -48%
Mariner
63
Mariner
Kansas
$513K -$12.1K -243 -2%
JSA
64
Jacobson & Schmitt Advisors
Wisconsin
$506K +$505K +10,133 New
LF
65
Lantz Financial
Illinois
$500K -$45.1K -905 -8%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$499K – – –
CW
67
CreativeOne Wealth
Kansas
$497K -$172K -3,446 -26%
IA
68
IFP Advisors
Florida
$491K -$93.5K -1,876 -16%
JP Morgan Chase
69
JP Morgan Chase
New York
$457K -$89.7K -1,800 -16%
VNA
70
Valley National Advisers
Pennsylvania
$452K -$38K -762 -8%
CSI
71
Cross Staff Investments
New York
$400K -$4.98K -100 -1%
MWM
72
Modera Wealth Management
New Jersey
$399K – – –
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$399K +$398K +7,992 New
CIAS
74
CFS Investment Advisory Services
New Jersey
$397K -$267K -5,362 -40%
ASN
75
Advisory Services Network
Georgia
$395K -$52.2K -1,048 -12%
1 2
3
4 5

MEAR Hedge Fund Activity: Q1 2023 in Review

105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2023, worth a combined $363M — down 15% from $429M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MEAR and 13 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 29 added.

The largest buyer was Foster Group, opening a new position worth an estimated $21.5M. The largest seller was Bank of America, cutting an estimated $47.7M.

  • 105 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $363M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2023, down 15% quarter-over-quarter.
  • 13 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2023 and 14 closed out, a net change of -1 holder.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2023 was Foster Group, an estimated $21.5M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2023 was Bank of America, an estimated $47.7M sold.

Based on aggregated 13F filings for Q1 2023.