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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

134 hedge funds and large institutions have $542M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
134
Holders Change
+20
Holders Change %
+17.54%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
43
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PDL
1
Portfolio Design Labs
California
$9.52M
2
QWP
2
Quotient Wealth Partners
Texas
$9.21M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.09M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.8M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$1.16M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
Jane Street
3
Jane Street
New York
$971K
4
TFA
4
Tobias Financial Advisors
Florida
$299K
5
1WM
5
1900 Wealth Management
Texas
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
HCC
101
Hirtle Callaghan & Co
Pennsylvania
$356K 7,124 +7,124 New
OWA
102
Opal Wealth Advisors
New York
$324K 6,473 +6,473 New
TFA
103
Tobias Financial Advisors
Florida
$299K 5,986 -72,331 -92%
IA
104
IFP Advisors
Florida
$287K 5,732 -3,197 -36%
VWA
105
Visionary Wealth Advisors
Illinois
$277K 5,549 – –
C1AG
106
Client 1st Advisory Group
Florida
$271K 5,421 -300 -5%
SFG
107
StrategIQ Financial Group
Indiana
$270K 5,400 +5,400 New
WCM
108
Windsor Capital Management
Arizona
$251K 5,017 +1,000 +25%
VHAM
109
Van Hulzen Asset Management
California
$250K 5,000 -1,200 -19%
ARA
110
Alexander Randolph Advisory
Virginia
$250K 5,000 +5,000 New
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$234K 4,674 +2 +0%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$223K 4,466 +218 +5%
CIAS
113
CFS Investment Advisory Services
New Jersey
$208K 4,157 -714 -15%
CFS
114
Commonwealth Financial Services
West Virginia
$203K 4,052 – –
HG
115
Harbor Group
New Hampshire
$201K 4,029 +4,029 New
HFW
116
Horizon Family Wealth
Illinois
$201K 4,019 +4,019 New
AF
117
Allworth Financial
California
$196K 3,930 +3,930 New
IWA
118
Icon Wealth Advisors
Texas
$195K 3,891 +3,891 New
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$146K 2,917 +2,917 New
Jones Financial Companies
120
Jones Financial Companies
Missouri
$144K 2,878 +2,878 New
GFPC
121
Global Financial Private Client
Florida
$110K 2,200 – –
SS
122
Sunbelt Securities
Texas
$109K 2,187 +3 +0.1%
OP
123
ORG Partners
Indiana
$74.9K 1,499 +1,499 New
SWM
124
Sugarloaf Wealth Management
Georgia
$50K 1,000 – –
VWM
125
Valley Wealth Managers
New Jersey
$42.3K 846 +200 +31%
2 3 4
5
6