BlackRock Short Maturity Municipal Bond ETF
MEAR
74 hedge funds and large institutions have $138M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 13 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
0% more capital invested
Capital invested by funds: $138M → $138M (+$48.7K)
2.31% less ownership
Funds ownership: 59.99% → 57.68% (-2.3%)
4% less funds holding
Funds holding: 77 → 74 (-3)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$23M |
| 2 |
EH
Equitable Holdings
New York
|
+$11.3M |
| 3 |
BlackRock
New York
|
+$2.59M |
| 4 |
BCA
Berman Capital Advisors
Atlanta,
Georgia
|
+$1.98M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Requisite Capital Management
Dallas,
Texas
|
-$15.8M |
| 2 |
Jane Street
New York
|
-$13.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.48M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.49M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$2.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Mercer Global Advisors
Denver,
Colorado
| – | -$2.49M | -50,000 | Closed |
|
|
SCA
77
Snowden Capital Advisors
New York
| – | -$2.33M | -46,876 | Closed |
|
|
WCFA
78
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$848K | -17,048 | Closed |
|
|
BRWA
79
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$738K | -14,822 | Closed |
|
|
CPIG
80
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$497K | -9,970 | Closed |
|
|
JIP
81
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$470K | -9,444 | Closed |
|
|
AIS
82
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$348K | -7,000 | Closed |
|
|
CWS
83
Cypress Wealth Services
Palm Desert,
California
| – | -$344K | -6,911 | Closed |
|
|
PFGIA
84
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$46K | -925 | Closed |
|
|
PA
85
Parallel Advisors
San Francisco,
California
| – | -$9K | -200 | Closed |
|
|
MWM
86
MBE Wealth Management
Tomah,
Wisconsin
| – | -$7K | -153 | Closed |
|
87
Wells Fargo
San Francisco,
California
| – | -$50 | -1 | Closed |
|
MEAR Hedge Fund Activity: Q2 2020 in Review
74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q2 2020, worth a combined $138M — up 0.04% from $138M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of MEAR and 11 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 27 added.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $23M. The largest seller was Requisite Capital Management, cutting an estimated $15.8M.
- 74 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q2 2020, down from 77 in Q1 2020.
- Funds reported $138M of BlackRock Short Maturity Municipal Bond ETF stock for Q2 2020, up 0.04% quarter-over-quarter.
- 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q2 2020 and 13 closed out, a net change of -2 holders.
- The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q2 2020 was Stratos Wealth Partners, an estimated $23M added.
- The largest BlackRock Short Maturity Municipal Bond ETF seller in Q2 2020 was Requisite Capital Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2020.