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BlackRock Short Maturity Municipal Bond ETF
MEAR

95 hedge funds and large institutions have $216M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

15.78% more ownership

Funds ownership: 66.33% → 82.11% (+16%)

11% more capital invested

Capital invested by funds: $194M → $216M (+$21.1M)

0% more funds holding

Funds holding: 95 → 95 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
30
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$33.9M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$23.5M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$3.1M
4
CG
Colony Group
Massachusetts
+$2.96M
5
Bank of America
Bank of America
North Carolina
+$2.66M

Top Sellers

1
KCM
Kathmere Capital Management
Pennsylvania
-$10.2M
2
Creative Planning
Creative Planning
Kansas
-$7.07M
3
SSC
Syverson Strege & Co
Iowa
-$4.67M
4
Morgan Stanley
Morgan Stanley
New York
-$2.89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
101
Core Wealth Advisors (Florida)
Florida
– -$299K -5,976 Closed
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
– -$245K -4,881 Closed
PAS
103
Park Avenue Securities
New York
– -$217K -4,331 Closed
SFFS
104
Stonehage Fleming Financial Services
Jersey
– -$188K -3,768 Closed
SFM
105
Signet Financial Management
New Jersey
– -$163K -3,251 Closed
SC
106
SouthState Corp
Florida
– -$58K -1,165 Closed
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
– -$55K -1,105 Closed
SCA
108
Snowden Capital Advisors
New York
– -$40K -812 Closed
1 2 3 4
5