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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

133 hedge funds and large institutions have $539M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
59
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWM
1
Rockwood Wealth Management
Pennsylvania
$41.3M
2
QWP
2
Quotient Wealth Partners
Texas
$11.8M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$34.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.6M
5
SFA
5
Source Financial Advisors
New York
$5.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.19M
2
PDL
2
Portfolio Design Labs
California
$3.64M
3
AG
3
Ascent Group
Virginia
$2.82M
4
AWM
4
Aprio Wealth Management
Georgia
$1.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIL
76
Insight Inv LLC
California
$692K – – –
BAM
77
Belpointe Asset Management
Nevada
$679K +$48.7K +972 +8%
FPW
78
Flagship Private Wealth
Massachusetts
$666K +$666K +13,296 New
CAN
79
Cetera Advisor Networks
California
$664K +$1.3K +26 +0.2%
GL
80
Graypoint LLC
New York
$541K -$350K -6,985 -39%
VNA
81
Valley National Advisers
Pennsylvania
$539K +$89.4K +1,786 +20%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$538K +$137K +2,743 +34%
Mariner
83
Mariner
Kansas
$532K -$208K -4,147 -28%
DCM
84
Donaldson Capital Management
Indiana
$527K -$99.9K -1,993 -16%
WA
85
Waverly Advisors
Alabama
$461K +$461K +9,200 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$461K +$237K +4,725 +106%
CWA
87
Core Wealth Advisors
Florida
$458K – – –
PA
88
Pineridge Advisors
Missouri
$457K -$74.4K -1,485 -14%
AAS
89
Avantax Advisory Services
Texas
$446K +$80K +1,596 +22%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$441K -$85.2K -1,702 -16%
Jane Street
91
Jane Street
New York
$434K -$539K -10,763 -55%
KNFPWM
92
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$431K -$13.1K -261 -3%
CW
93
CreativeOne Wealth
Kansas
$427K +$60.2K +1,200 +16%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$404K +$7.02K +140 +2%
CSI
95
Cross Staff Investments
New York
$401K – – –
Comerica Bank
96
Comerica Bank
Texas
$399K -$100K -2,000 -20%
ASN
97
Advisory Services Network
Georgia
$385K +$6.62K +132 +2%
ML
98
McAdam LLC
Pennsylvania
$376K -$150 -3 -0%
DADC
99
D.A. Davidson & Co
Montana
$364K -$1.05K -21 -0.3%
ECM
100
Evergreen Capital Management
Washington
$353K -$35.1K -700 -9%
2 3
4
5 6