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BlackRock Short Maturity Municipal Bond ETF
MEAR

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.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0% less capital invested

Capital invested by funds: $542M → $539M (-$2.7M)

1% less funds holding

Funds holding: 134 → 133 (-1)

1.69% less ownership

Funds ownership: 86.72% → 85.04% (-1.7%)

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.92%
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

Rank Fund Capital Flow
1
RWM
Rockwood Wealth Management
Pennsylvania
+$4.64M
2
QWP
Quotient Wealth Partners
Texas
+$2.57M
3
RCA
Resonant Capital Advisors
Wisconsin
+$2.55M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.41M
5
SFA
Source Financial Advisors
New York
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.6M
2
PDL
Portfolio Design Labs
California
-$5.9M
3
AG
Ascent Group
Virginia
-$5.22M
4
AWM
Aprio Wealth Management
Georgia
-$4.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 -$70K -1,399 -18%
OWA
104
Opal Wealth Advisors
New York
$318K -$6.16K -123 -2%
CIAS
105
CFS Investment Advisory Services
New Jersey
$286K +$77.3K +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 +$220K +4,402 New
TFA
115
Tobias Financial Advisors
Florida
$216K -$83.5K -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 -$7.81K -156 -4%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$145K +$801 +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

MEAR Hedge Fund Activity: Q1 2024 in Review

133 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2024, worth a combined $539M — down 0.5% from $542M a quarter earlier.

Fund positioning in MEAR was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 59 added to existing stakes and 44 trimmed.

The largest buyer was Rockwood Wealth Management, adding an estimated $4.64M. The largest seller was Morgan Stanley, cutting an estimated $12.6M.

  • 133 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2024, down from 134 in Q4 2023.
  • Funds reported $539M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2024, down 0.5% quarter-over-quarter.
  • 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2024 and 11 closed out, a net change of 0 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2024 was Rockwood Wealth Management, an estimated $4.64M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.