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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.

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 %
CWM
101
Congress Wealth Management
Massachusetts
$335K +$335K +6,686 New
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$329K +$329K +6,566 New
LF
103
Lantz Financial
Illinois
$321K -$70.1K -1,399 -18%
OWA
104
Opal Wealth Advisors
New York
$318K -$6.17K -123 -2%
CIAS
105
CFS Investment Advisory Services
New Jersey
$286K +$77.5K +1,545 +37%
VWA
106
Visionary Wealth Advisors
Illinois
$278K – – –
C1AG
107
Client 1st Advisory Group
Florida
$272K – – –
IA
108
IFP Advisors
Florida
$271K -$16K -320 -6%
WCM
109
Windsor Capital Management
Arizona
$251K – – –
VHAM
110
Van Hulzen Asset Management
California
$251K – – –
ARA
111
Alexander Randolph Advisory
Virginia
$251K – – –
SIM
112
Seaview Investment Managers
Florida
$230K +$230K +4,589 New
WIC
113
Woodmont Investment Counsel
Tennessee
$223K +$223K +4,445 New
Citadel Advisors
114
Citadel Advisors
Florida
$221K +$221K +4,402 New
TFA
115
Tobias Financial Advisors
Florida
$216K -$83.6K -1,668 -28%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$212K -$22K -440 -9%
CFS
117
Commonwealth Financial Services
West Virginia
$203K – – –
HFW
118
Horizon Family Wealth
Illinois
$202K +$200 +4 +0.1%
IWA
119
Icon Wealth Advisors
Texas
$195K +$150 +3 +0.1%
AF
120
Allworth Financial
California
$189K -$7.82K -156 -4%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$145K +$802 +16 +0.6%
MG
122
Mather Group
Illinois
$132K +$132K +2,634 New
GFPC
123
Global Financial Private Client
Florida
$110K – – –
SS
124
Sunbelt Securities
Texas
$110K +$100 +2 +0.1%
SWM
125
Sugarloaf Wealth Management
Georgia
$50.1K – – –
2 3 4
5
6