BlackRock Short Maturity Municipal Bond ETF
MEAR
83 hedge funds and large institutions have $124M invested in BlackRock Short Maturity Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.
667% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
32% more funds holding
Funds holding: 63 → 83 (+20)
26% more capital invested
Capital invested by funds: $98.4M → $124M (+$25.3M)
7.63% more ownership
Funds ownership: 47.01% → 54.64% (+7.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.12M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.09M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.58M |
| 4 |
BlackRock
New York
|
+$2.43M |
| 5 |
JFM
Jackson Financial Management
Costa Mesa,
California
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Requisite Capital Management
Dallas,
Texas
|
-$2.68M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.16M |
| 4 |
PEA
Pacific Edge Advisors
Corona Del Mar,
California
|
-$1.08M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$735K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
76
Concourse Financial Group Securities
Birmingham,
Alabama
| $44K | +$44.3K | +884 | New |
|
|
RBC
77
Roble Belko & Company
Sewickley,
Pennsylvania
| $40K | -$150K | -3,000 | -79% |
|
|
CWAF
78
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $40K | +$40.1K | +799 | New |
|
79
Citigroup
New York
| $29K | +$25.1K | +500 | +725% |
|
|
ASN
80
Advisory Services Network
Atlanta,
Georgia
| $25K | +$25.2K | +502 | New |
|
|
PA
81
Parallel Advisors
San Francisco,
California
| $10K | – | – | – |
|
|
ADL
82
Asset Dedication LLC
San Francisco,
California
| $8K | +$50 | +1 | +0.7% |
|
|
SFS
83
Sowell Financial Services
North Little Rock,
Arkansas
| $5K | +$5.42K | +108 | New |
|
|
LPWM
84
Lake Point Wealth Management
Rockwall,
Texas
| $4K | +$3.61K | +72 | New |
|
|
EK
85
Evensky & Katz
Coral Gables,
Florida
| – | -$735K | -14,660 | Closed |
|
|
CJA
86
C-J Advisory
San Jose,
California
| – | -$65K | -1,306 | Closed |
|
87
Wells Fargo
San Francisco,
California
| – | -$50 | -1 | Closed |
|
MEAR Hedge Fund Activity: Q4 2019 in Review
83 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2019, worth a combined $124M — up 26% from $98.4M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MEAR positions and 3 closed out — a net gain of 20 holders — while 28 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $7.12M. The largest seller was Requisite Capital Management, cutting an estimated $2.68M.
- 83 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2019, up from 63 in Q3 2019.
- Funds reported $124M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2019, up 26% quarter-over-quarter.
- 23 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2019 and 3 closed out, a net change of +20 holders.
- The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2019 was Bank of America, an estimated $7.12M added.
- The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2019 was Requisite Capital Management, an estimated $2.68M sold.
Based on aggregated 13F filings for Q4 2019.