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BlackRock Short Maturity Municipal Bond ETF
MEAR

106 hedge funds and large institutions have $410M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $363M → $410M (+$47M)

7.47% more ownership

Funds ownership: 75.14% → 82.61% (+7.5%)

1% more funds holding

Funds holding: 105 → 106 (+1)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
39
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$19.4M
2
Jane Street
Jane Street
New York
+$15.8M
3
SI
Stephens Inc
Arkansas
+$10.4M
4
Morgan Stanley
Morgan Stanley
New York
+$3.31M
5
RWM
Rockwood Wealth Management
Pennsylvania
+$3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.44M
2
1WM
1900 Wealth Management
Texas
-$4.07M
3
VWA
Visionary Wealth Advisors
Illinois
-$3.57M
4
FFN
Focus Financial Network
Minnesota
-$2.37M
5
UBS Group
UBS Group
Switzerland
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$406K +$405K +8,137 New
CSI
77
Cross Staff Investments
New York
$399K – – –
ECM
78
Evergreen Capital Management
Washington
$387K -$366K -7,350 -49%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$373K +$2.74K +55 +0.7%
ASN
80
Advisory Services Network
Georgia
$367K -$27.4K -551 -7%
SFG
81
Sovereign Financial Group
Connecticut
$357K -$4.98K -100 -1%
VHAM
82
Van Hulzen Asset Management
California
$309K – – –
TI
83
Tidal Investments
Wisconsin
$301K – – –
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$299K +$52.7K +1,058 +21%
C1AG
85
Client 1st Advisory Group
Florida
$285K – – –
VWA
86
Visionary Wealth Advisors
Illinois
$277K -$3.57M -71,642 -93%
WCM
87
Windsor Capital Management
Arizona
$275K -$83.2K -1,670 -23%
FCA
88
FinTrust Capital Advisors
South Carolina
$269K – – –
CIAS
89
CFS Investment Advisory Services
New Jersey
$261K -$136K -2,732 -34%
PP
90
Prosperity Planning
Missouri
$257K – – –
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$255K – – –
ML
92
McAdam LLC
Pennsylvania
$253K -$2.64K -53 -1%
SW
93
SteelPeak Wealth
California
$229K – – –
WB
94
Webster Bank
Connecticut
$200K +$200K +4,016 New
IWP
95
Icon Wealth Partners
Texas
$195K +$78.7K +1,580 +68%
OP
96
ORG Partners
Indiana
$174K +$174K +3,491 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$125K -$49.3K -990 -28%
SS
98
Sunbelt Securities
Texas
$113K +$21.6K +433 +24%
MHR
99
Matthew Hamilton Rosenberg
$74.9K – – –
SWM
100
Sugarloaf Wealth Management
Georgia
$49.9K – – –
1 2 3
4
5

MEAR Hedge Fund Activity: Q2 2023 in Review

106 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q2 2023, worth a combined $410M — up 13% from $363M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MEAR positions and 10 closed out — a net gain of 2 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $19.4M. The largest seller was Bank of America, cutting an estimated $5.44M.

  • 106 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q2 2023, up from 105 in Q1 2023.
  • Funds reported $410M of BlackRock Short Maturity Municipal Bond ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 12 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q2 2023 and 10 closed out, a net change of +2 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q2 2023 was BlackRock, an estimated $19.4M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q2 2023 was Bank of America, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2023.