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BlackRock Short Maturity Municipal Bond ETF
MEAR

133 hedge funds and large institutions have $539M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0% less capital invested

Capital invested by funds: $542M → $539M (-$2.7M)

1% less funds holding

Funds holding: 134 → 133 (-1)

1.69% less ownership

Funds ownership: 86.72% → 85.04% (-1.7%)

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
59
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWM
Rockwood Wealth Management
Pennsylvania
+$4.64M
2
QWP
Quotient Wealth Partners
Texas
+$2.57M
3
RCA
Resonant Capital Advisors
Wisconsin
+$2.55M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.41M
5
SFA
Source Financial Advisors
New York
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.6M
2
PDL
Portfolio Design Labs
California
-$5.9M
3
AG
Ascent Group
Virginia
-$5.22M
4
AWM
Aprio Wealth Management
Georgia
-$4.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
51
Syverson Strege & Co
Iowa
$1.45M -$884K -17,650 -38%
BPA
52
Beacon Pointe Advisors
California
$1.39M +$60.1K +1,200 +5%
PAG
53
Private Advisor Group
New Jersey
$1.31M +$90.5K +1,807 +7%
PWP
54
Principle Wealth Partners
Connecticut
$1.21M – – –
SC
55
Sykon Capital
New York
$1.12M +$1.12M +22,357 New
AWS
56
Atria Wealth Solutions
New York
$1.07M -$65.6K -1,310 -6%
MWM
57
Modern Wealth Management
Kansas
$1.07M +$366K +7,319 +52%
AWM
58
Aprio Wealth Management
Georgia
$1.05M -$4.9M -97,889 -82%
KCM
59
Kathmere Capital Management
Pennsylvania
$1.02M -$139K -2,773 -12%
ACP
60
Aveo Capital Partners
Colorado
$1.02M -$65.4K -1,306 -6%
TCWM
61
Total Clarity Wealth Management
Illinois
$1.01M – – –
KAS
62
Kestra Advisory Services
Texas
$1.01M +$398K +7,953 +65%
BA
63
Bridge Advisory
California
$990K +$339K +6,773 +52%
4WM
64
4J Wealth Management
Virginia
$990K -$258K -5,159 -21%
RHP
65
Royal Harbor Partners
Texas
$970K -$30K -599 -3%
LNC
66
Lincoln National Corp
Pennsylvania
$948K +$250 +5 +0%
PCA
67
Prosperity Capital Advisors
Ohio
$905K -$554K -11,066 -38%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$876K +$129K +2,577 +17%
OCM
69
One Capital Management
California
$811K +$47.3K +945 +6%
MML Investors Services
70
MML Investors Services
Massachusetts
$795K +$245K +4,892 +45%
CA
71
Cetera Advisors
Colorado
$778K +$149K +2,980 +24%
VWA
72
VERITY Wealth Advisors
United States
$773K +$269K +5,383 +54%
TAM
73
Titleist Asset Management
Texas
$744K +$82.8K +1,653 +13%
FCA
74
FinTrust Capital Advisors
South Carolina
$739K +$74.1K +1,480 +11%
EFA
75
Evernest Financial Advisors
Indiana
$722K +$128K +2,555 +22%
1 2
3
4 5

MEAR Hedge Fund Activity: Q1 2024 in Review

133 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2024, worth a combined $539M — down 0.5% from $542M a quarter earlier.

Fund positioning in MEAR was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 59 added to existing stakes and 44 trimmed.

The largest buyer was Rockwood Wealth Management, adding an estimated $4.64M. The largest seller was Morgan Stanley, cutting an estimated $12.6M.

  • 133 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2024, down from 134 in Q4 2023.
  • Funds reported $539M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2024, down 0.5% quarter-over-quarter.
  • 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2024 and 11 closed out, a net change of 0 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2024 was Rockwood Wealth Management, an estimated $4.64M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.