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BlackRock Short Maturity Municipal Bond ETF

77 hedge funds and large institutions have $138M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $124M → $138M (+$13.8M)

5.36% more ownership

Funds ownership: 54.64%59.99% (+5.4%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

7% less funds holding

Funds holding: 8377 (-6)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
24
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
76
Lake Point Wealth Management
Texas
$4K
TGAM
77
TBH Global Asset Management
Tennessee
-$2.55M -50,817 Closed
IWP
78
Icon Wealth Partners
Texas
-$1.37M -27,319 Closed
RHP
79
Royal Harbor Partners
Texas
-$612K -12,215 Closed
HIM
80
HawsGoodwin Investment Management
Tennessee
-$454K -9,055 Closed
BAAM
81
Baker Avenue Asset Management
California
-$395K -7,900 Closed
FPGK
82
Financial Partners Group (Kansas)
Kansas
-$303K -6,029 Closed
WC
83
Whitney & Co
New York
-$301K -6,000 Closed
SFG
84
SNS Financial Group
Minnesota
-$254K -5,060 Closed
BFEC
85
Benjamin F. Edwards & Company
Missouri
-$232K -4,627 Closed
CWM
86
Cornerstone Wealth Management
Missouri
-$228K -4,558 Closed
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
-$223K -4,446 Closed
GSC
88
G&S Capital
Colorado
-$207K -4,148 Closed
ACP
89
Aveo Capital Partners
Colorado
-$200K -4,000 Closed
WP
90
WealthShield Partners
North Carolina
-$75K -1,495 Closed
CFGS
91
Concourse Financial Group Securities
Alabama
-$44.2K -884 Closed
CWAF
92
Core Wealth Advisors (Florida)
Florida
-$40K -799 Closed
ASN
93
Advisory Services Network
Georgia
-$25K -502 Closed
Fidelity Investments
94
Fidelity Investments
Massachusetts
+$50 +1 New
Wells Fargo
95
Wells Fargo
California
+$50 +1 New

MEAR Hedge Fund Activity: Q1 2020 in Review

77 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2020, worth a combined $138M — up 11% from $124M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MEAR and 14 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $16.1M. The largest seller was Envestnet Asset Management, cutting an estimated $9.89M.

  • 77 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $138M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 14 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2020 and 17 closed out, a net change of -3 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2020 was Jane Street, an estimated $16.1M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $9.89M sold.

Based on aggregated 13F filings for Q1 2020.