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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
HI
101
Harbour Investments
Wisconsin
$49.2K +$896 +18 +2%
TF
102
TimeScale Financial
Massachusetts
$33.1K – – –
VWM
103
Valley Wealth Managers
New Jersey
$32.2K -$73.5K -1,475 -70%
PCM
104
Penserra Capital Management
California
$19K +$19.9K +400 New
CAL
105
Capital Advisors Ltd
Ohio
$6K -$249K -5,000 -98%
CPG
106
Cornerstone Planning Group
New Jersey
$4.54K +$4.53K +91 New
Wells Fargo
107
Wells Fargo
California
$1.75K +$1.74K +35 New
FFN
108
Focus Financial Network
Minnesota
– -$2.37M -47,532 Closed
AI
109
Atria Investments
North Carolina
– -$1.3M -26,016 Closed
MWM
110
Modera Wealth Management
New Jersey
– -$399K -7,995 Closed
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
– -$399K -7,992 Closed
WA
112
Win Advisors
Florida
– -$354K -7,085 Closed
RJA
113
Raymond James & Associates
Florida
– -$327K -6,553 Closed
SPI
114
Sutton Place Investors
New York
– -$225K -4,500 Closed
SFC
115
Strategic Financial Concepts
Texas
– -$216K -4,325 Closed
RWM
116
Ruedi Wealth Management
Illinois
– -$99.9K -2,000 Closed
CCA
117
Column Capital Advisors
Indiana
– -$25K -500 Closed
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.