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BlackRock Short Maturity Municipal Bond ETF
MEAR

95 hedge funds and large institutions have $194M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

12% more funds holding

Funds holding: 85 → 95 (+10)

1.38% more ownership

Funds ownership: 64.95% → 66.33% (+1.4%)

3% more capital invested

Capital invested by funds: $189M → $194M (+$5.45M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$10.2M
2
Morgan Stanley
Morgan Stanley
New York
+$5.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.82M
4
Bank of America
Bank of America
North Carolina
+$2.37M
5
SSC
Syverson Strege & Co
Iowa
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.9M
2
TFA
Tobias Financial Advisors
Florida
-$2.17M
3
FTUS
Flow Traders U.S.
New York
-$1.4M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.28M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$234K -$157K -3,140 -40%
OPS
77
Orion Portfolio Solutions
Nebraska
$228K – – –
PAS
78
Park Avenue Securities
New York
$217K -$8.07K -161 -4%
SFG
79
Sovereign Financial Group
Connecticut
$209K -$12.3K -246 -6%
KNFPWM
80
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$208K +$209K +4,160 New
SFFS
81
Stonehage Fleming Financial Services
Jersey
$188K – – –
SFM
82
Signet Financial Management
New Jersey
$163K +$163K +3,251 New
SPIA
83
Steward Partners Investment Advisory
New York
$100K – – –
MHR
84
Matthew Hamilton Rosenberg
$93K – – –
JWA
85
JFS Wealth Advisors
Pennsylvania
$82K – – –
CFA
86
Carroll Financial Associates
North Carolina
$72K – – –
SC
87
SouthState Corp
Florida
$58K +$58.4K +1,165 New
SWM
88
Sugarloaf Wealth Management
Georgia
$57K – – –
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$55K +$55.4K +1,105 New
HI
90
Harbour Investments
Wisconsin
$54K +$3.86K +77 +8%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$41K -$276K -5,500 -87%
SJIA
92
St. James Investment Advisors
New York
$40K +$40.5K +807 New
SCA
93
Snowden Capital Advisors
New York
$40K +$40.7K +812 New
CCA
94
Column Capital Advisors
Indiana
$25K +$25.1K +500 New
CFGS
95
Concourse Financial Group Securities
Alabama
$5K -$501 -10 -9%
TFA
96
Tobias Financial Advisors
Florida
– -$2.17M -43,254 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$1M -19,988 Closed
OMC
98
Old Mission Capital
Illinois
– -$517K -10,308 Closed
MP
99
McDonald Partners
Ohio
– -$499K -9,950 Closed
USCWA
100
U.S. Capital Wealth Advisors
Texas
– -$285K -5,681 Closed
1 2 3
4
5

MEAR Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2021, worth a combined $194M — up 2.9% from $189M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MEAR positions and 7 closed out — a net gain of 14 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $10.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 95 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $194M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2021, up 2.9% quarter-over-quarter.
  • 21 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2021 was Creative Planning, an estimated $10.2M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2021.