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BlackRock Short Maturity Municipal Bond ETF
MEAR

105 hedge funds and large institutions have $363M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

5% less funds holding

Funds holding: 111 → 105 (-6)

6.19% less ownership

Funds ownership: 81.33% → 75.14% (-6.2%)

15% less capital invested

Capital invested by funds: $429M → $363M (-$66.1M)

43% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 51

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
29
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FG
Foster Group
Iowa
+$21.5M
2
Morgan Stanley
Morgan Stanley
New York
+$9.8M
3
RWM
Rockwood Wealth Management
Pennsylvania
+$3.16M
4
OPS
Orion Portfolio Solutions
Nebraska
+$2.12M
5
AG
Ascent Group
Virginia
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$47.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$36.1M
3
Jane Street
Jane Street
New York
-$9.58M
4
UBS Group
UBS Group
Switzerland
-$5.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
101
Matthew Hamilton Rosenberg
$75K – – –
SWM
102
Sugarloaf Wealth Management
Georgia
$50K – – –
HI
103
Harbour Investments
Wisconsin
$48.3K -$199 -4 -0.4%
TF
104
TimeScale Financial
Massachusetts
$33.1K +$33K +663 New
CCA
105
Column Capital Advisors
Indiana
$25K – – –
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$1.15K -$80.1K -1,607 -7%
Wells Fargo
107
Wells Fargo
California
$31 – – –
SFS
108
Sowell Financial Services
Arkansas
– -$1.26M -25,390 Closed
CCWA
109
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$919K -18,486 Closed
FTUS
110
Flow Traders U.S.
New York
– -$721K -14,499 Closed
HWM
111
Hohimer Wealth Management
Washington
– -$710K -14,283 Closed
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
– -$672K -13,509 Closed
KAS
113
Kestra Advisory Services
Texas
– -$594K -11,955 Closed
CF
114
Centaurus Financial
California
– -$523K -10,517 Closed
SFFS
115
Stonehage Fleming Financial Services
Jersey
– -$501K -9,966 Closed
BAAM
116
Baker Avenue Asset Management
California
– -$361K -7,269 Closed
OMC
117
Old Mission Capital
Illinois
– -$307K -6,180 Closed
SPIA
118
Steward Partners Investment Advisory
New York
– -$106K -2,140 Closed
CFGS
119
Concourse Financial Group Securities
Alabama
– -$4.38K -88 Closed
LS
120
Leelyn Smith
Illinois
– -$3.78K -76 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
– -$50 -1 Closed
1 2 3 4
5

MEAR Hedge Fund Activity: Q1 2023 in Review

105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2023, worth a combined $363M — down 15% from $429M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MEAR and 13 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 29 added.

The largest buyer was Foster Group, opening a new position worth an estimated $21.5M. The largest seller was Bank of America, cutting an estimated $47.7M.

  • 105 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $363M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2023, down 15% quarter-over-quarter.
  • 13 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2023 and 14 closed out, a net change of -1 holder.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2023 was Foster Group, an estimated $21.5M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2023 was Bank of America, an estimated $47.7M sold.

Based on aggregated 13F filings for Q1 2023.