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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

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
Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.93%
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

1
RWM
1
Rockwood Wealth Management
Pennsylvania
$41.3M
2
QWP
2
Quotient Wealth Partners
Texas
$11.8M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$34.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.6M
5
SFA
5
Source Financial Advisors
New York
$5.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.19M
2
PDL
2
Portfolio Design Labs
California
$3.64M
3
AG
3
Ascent Group
Virginia
$2.82M
4
AWM
4
Aprio Wealth Management
Georgia
$1.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
51
Syverson Strege & Co
Iowa
$1.45M -$885K -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 +$90.6K +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 -$65.7K -1,310 -6%
MWM
57
Modern Wealth Management
Kansas
$1.07M +$367K +7,319 +52%
AWM
58
Aprio Wealth Management
Georgia
$1.05M -$4.91M -97,889 -82%
KCM
59
Kathmere Capital Management
Pennsylvania
$1.02M -$139K -2,773 -12%
ACP
60
Aveo Capital Partners
Colorado
$1.02M -$65.3K -1,306 -6%
TCWM
61
Total Clarity Wealth Management
Illinois
$1.01M – – –
KAS
62
Kestra Advisory Services
Texas
$1.01M +$399K +7,953 +65%
BA
63
Bridge Advisory
California
$990K +$339K +6,773 +52%
4WM
64
4J Wealth Management
Virginia
$990K -$259K -5,159 -21%
RHP
65
Royal Harbor Partners
Texas
$970K -$30K -599 -3%
LNC
66
Lincoln National Corp
Pennsylvania
$948K +$251 +5 +0%
PCA
67
Prosperity Capital Advisors
Ohio
$905K -$555K -11,066 -38%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$876K +$129K +2,577 +17%
OCM
69
One Capital Management
California
$811K +$47.4K +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 +$270K +5,383 +54%
TAM
73
Titleist Asset Management
Texas
$744K +$82.8K +1,653 +13%
FCA
74
FinTrust Capital Advisors
South Carolina
$739K +$74.2K +1,480 +11%
EFA
75
Evernest Financial Advisors
Indiana
$722K +$128K +2,555 +22%
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3
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