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BlackRock Short Maturity Municipal Bond ETF
MEAR

91 hedge funds and large institutions have $174M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.87% more ownership

Funds ownership: 62.2% → 63.07% (+0.87%)

0% more capital invested

Capital invested by funds: $173M → $174M (+$833K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

11% less funds holding

Funds holding: 102 → 91 (-11)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
29
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.91M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.58M
3
SSC
Syverson Strege & Co
Iowa
+$5.22M
4
KCM
Kathmere Capital Management
Pennsylvania
+$4.53M
5
Bank of America
Bank of America
North Carolina
+$3.13M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$19.2M
2
FTUS
Flow Traders U.S.
New York
-$2.59M
3
SW
SteelPeak Wealth
California
-$2.21M
4
5L
55I LLC
Massachusetts
-$1.72M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$101K – – –
MHR
77
Matthew Hamilton Rosenberg
$93K -$106K -2,110 -53%
CFA
78
Carroll Financial Associates
North Carolina
$72K – – –
HI
79
Harbour Investments
Wisconsin
$57K +$56.9K +1,133 New
MCC
80
Money Concepts Capital
Florida
$50K – – –
SFA
81
Stewardship Financial Advisors
Georgia
$41K -$20K -398 -33%
PO
82
Private Ocean
California
$29K +$29.3K +584 New
CC
83
Cypress Capital
Tennessee
$25K +$23.8K +474 +2,061%
ADL
84
Asset Dedication LLC
California
$8K – – –
FPW
85
Flagship Private Wealth
Massachusetts
$6.18K – – –
BFEC
86
Benjamin F. Edwards & Company
Missouri
$4K -$87.4K -1,741 -95%
HWMA
87
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.07K +81 New
APA
88
American Portfolios Advisors
New York
$3.87K +$3.87K +77 New
CFGS
89
Concourse Financial Group Securities
Alabama
$1K -$184K -3,659 -99%
SWM
90
Sugarloaf Wealth Management
Georgia
$57 -$276K -5,504 -83%
FTUS
91
Flow Traders U.S.
New York
– -$2.59M -51,520 Closed
SWP
92
Stratos Wealth Partners
Ohio
– -$971K -19,326 Closed
WF
93
Williams Financial
Vermont
– -$949K -18,886 Closed
PAS
94
Park Avenue Securities
New York
– -$901K -17,928 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$464K -9,244 Closed
IWP
96
Icon Wealth Partners
Texas
– -$433K -8,617 Closed
UCFA
97
United Capital Financial Advisors
Texas
– -$378K -7,517 Closed
JSA
98
Jacobson & Schmitt Advisors
Wisconsin
– -$325K -6,463 Closed
CWM
99
Cornerstone Wealth Management
Missouri
– -$323K -6,423 Closed
SFM
100
Signet Financial Management
New Jersey
– -$266K -5,305 Closed
1 2 3
4
5

MEAR Hedge Fund Activity: Q1 2021 in Review

91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2021, worth a combined $174M — up 0.48% from $173M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MEAR and 9 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 29 added.

The largest buyer was LPL Financial, adding an estimated $7.91M. The largest seller was Envestnet Asset Management, cutting an estimated $19.2M.

  • 91 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2021, down from 102 in Q4 2020.
  • Funds reported $174M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
  • 9 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2021 and 19 closed out, a net change of -10 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2021 was LPL Financial, an estimated $7.91M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2021.