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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

145 hedge funds and large institutions have $588M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
16
Increased
63
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$70M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$56.4M
3
PDL
3
Portfolio Design Labs
California
$11.1M
4
AG
4
Ascent Group
Virginia
$9.11M
5
CAM
5
Clarity Asset Management
Iowa
$4.93M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$57.9M
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$896K
4
KCM
4
KM Capital Management
Texas
$697K
5
Truist Financial
5
Truist Financial
North Carolina
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Pineridge Advisors
Missouri
$381K 7,577 -765 -9%
SWP
102
Summit Wealth Partners
Florida
$369K 7,334 +7,334 New
ECM
103
Evergreen Capital Management
Washington
$355K 7,050 – –
MCI
104
MRP Capital Investments
Georgia
$352K 7,000 +7,000 New
MIA
105
Milestone Investment Advisors
Wisconsin
$352K 6,992 +3,989 +133%
WA
106
Waverly Advisors
Alabama
$347K 6,900 -2,400 -26%
ML
107
McAdam LLC
Pennsylvania
$341K 6,776 -735 -10%
BWM
108
BlackDiamond Wealth Management
New York
$338K 6,750 -1,237 -15%
SFG
109
Shum Financial Group
California
$333K 6,650 +6,650 New
TI
110
Tidal Investments
Wisconsin
$332K 6,608 +6,608 New
OWA
111
Opal Wealth Advisors
New York
$316K 6,290 -212 -3%
LF
112
Lantz Financial
Illinois
$299K 5,945 -316 -5%
VWA
113
Visionary Wealth Advisors
Illinois
$276K 5,485 – –
CIAS
114
CFS Investment Advisory Services
New Jersey
$273K 5,431 +436 +9%
C1AG
115
Client 1st Advisory Group
Florida
$273K 5,421 – –
SFO
116
Stokes Family Office
Louisiana
$253K 5,033 +5,033 New
ARA
117
Alexander Randolph Advisory
Virginia
$252K 5,000 – –
BA
118
Bridge Advisory
California
$241K 4,783 -7,974 -63%
IA
119
IFP Advisors
Florida
$241K 4,782 -524 -10%
HFW
120
Horizon Family Wealth
Illinois
$203K 4,038 +7 +0.2%
TFA
121
Tobias Financial Advisors
Florida
$203K 4,036 – –
CIA
122
Concurrent Investment Advisors
Florida
$201K 3,986 +3,986 New
AF
123
Allworth Financial
California
$189K 3,755 +71 +2%
VNA
124
Valley National Advisers
Pennsylvania
$185K 3,680 -8,720 -70%
MG
125
Mather Group
Illinois
$133K 2,634 – –
3 4
5
6 7