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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.

New
Increased
Maintained
Reduced
Closed
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
Rockwood Wealth Management
Pennsylvania
$41.3M
2
QWP
Quotient Wealth Partners
Texas
$11.8M
3
RCA
Resonant Capital Advisors
Wisconsin
$34.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.6M
5
SFA
Source Financial Advisors
New York
$5.88M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.19M
2
PDL
Portfolio Design Labs
California
$3.64M
3
AG
Ascent Group
Virginia
$2.82M
4
AWM
Aprio Wealth Management
Georgia
$1.05M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
126
Valley Wealth Managers
New Jersey
$42.4K – – –
CAL
127
Capital Advisors Ltd
Ohio
$31K +$25K +500 +413%
PS
128
Principal Securities
Iowa
$22.6K +$6.27K +125 +38%
MHR
129
Matthew Hamilton Rosenberg
$15.6K – – –
PB
130
Pinnacle Bancorp
Nebraska
$11.7K +$401 +8 +4%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$6.42K +$6.42K +128 New
HI
132
Harbour Investments
Wisconsin
$5.86K -$4.11K -82 -41%
Wells Fargo
133
Wells Fargo
California
$38 – – –
EMAM
134
Encompass More Asset Management
California
– -$1.75M -34,951 Closed
WA
135
Win Advisors
Florida
– -$1.4M -27,984 Closed
AC
136
Avestar Capital
New York
– -$1.34M -26,819 Closed
AWM
137
AE Wealth Management
Kansas
– -$578K -11,545 Closed
HCC
138
Hirtle Callaghan & Co
Pennsylvania
– -$356K -7,124 Closed
HG
139
Harbor Group
New Hampshire
– -$201K -4,029 Closed
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
– -$146K -2,917 Closed
OP
141
ORG Partners
Indiana
– -$74.9K -1,499 Closed
SPIA
142
Steward Partners Investment Advisory
New York
– -$20K -400 Closed
PCM
143
Penserra Capital Management
California
– -$7K -148 Closed
AWM
144
Able Wealth Management
New Jersey
– -$4.6K -92 Closed
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