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BlackRock Short Maturity Municipal Bond ETF

106 hedge funds and large institutions have $410M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $363M → $410M (+$47M)

7.47% more ownership

Funds ownership: 75.14%82.61% (+7.5%)

1% more funds holding

Funds holding: 105106 (+1)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
39
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
51
First International Bank & Trust
North Dakota
$1.09M +$378K +7,596 +54%
AWS
52
Atria Wealth Solutions
New York
$1.06M +$55.3K +1,110 +5%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.06M -$87.1K -1,749 -8%
LNC
54
Lincoln National Corp
Pennsylvania
$1.03M -$49.1K -985 -5%
AC
55
Avestar Capital
New York
$908K -$37K -742 -4%
GL
56
Graypoint LLC
New York
$887K -$97.4K -1,955 -10%
TCWM
57
Total Clarity Wealth Management
Illinois
$811K +$810K +16,264 New
IIL
58
Insight Inv LLC
California
$746K -$125K -2,500 -14%
CA
59
Cetera Advisors
Colorado
$725K +$98.4K +1,976 +16%
Truist Financial
60
Truist Financial
North Carolina
$698K -$342K -6,864 -33%
AAS
61
Avantax Advisory Services
Texas
$663K +$92.7K +1,862 +16%
CAN
62
Cetera Advisor Networks
California
$596K -$181K -3,636 -23%
CW
63
CreativeOne Wealth
Kansas
$591K +$93.8K +1,884 +19%
BAM
64
Belpointe Asset Management
Nevada
$575K -$41.4K -832 -7%
DCM
65
Donaldson Capital Management
Indiana
$554K -$64.9K -1,303 -10%
MCI
66
MRP Capital Investments
Georgia
$545K -$49.8K -1,000 -8%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$498K
TFA
68
Teamwork Financial Advisors
Texas
$495K -$895K -17,965 -64%
LF
69
Lantz Financial
Illinois
$478K -$21.4K -429 -4%
IA
70
IFP Advisors
Florida
$473K -$18.9K -379 -4%
Mariner
71
Mariner
Kansas
$473K -$39.6K -795 -8%
VNA
72
Valley National Advisers
Pennsylvania
$451K -$2.59K -52 -0.6%
AL
73
Aspiriant LLC
California
$448K +$447K +8,970 New
MML Investors Services
74
MML Investors Services
Massachusetts
$444K -$114K -2,290 -20%
CWAF
75
Core Wealth Advisors (Florida)
Florida
$416K +$112K +2,243 +37%

MEAR Hedge Fund Activity: Q2 2023 in Review

106 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q2 2023, worth a combined $410M — up 13% from $363M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MEAR positions and 10 closed out — a net gain of 2 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $19.4M. The largest seller was Bank of America, cutting an estimated $5.44M.

  • 106 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q2 2023, up from 105 in Q1 2023.
  • Funds reported $410M of BlackRock Short Maturity Municipal Bond ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 12 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q2 2023 and 10 closed out, a net change of +2 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q2 2023 was BlackRock, an estimated $19.4M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q2 2023 was Bank of America, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2023.