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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

140 hedge funds and large institutions have $548M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
63
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$120M
2
KIM
2
Kestra Investment Management
Texas
$9.37M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$43.1M
4
LPL Financial
4
LPL Financial
California
$15.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.75M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$35.3M
2
BlackRock
2
BlackRock
New York
$2.2M
3
QWP
3
Quotient Wealth Partners
Texas
$6.23M
4
DWM
4
Dynasty Wealth Management
Florida
$6.52M
5
1WM
5
1900 Wealth Management
Texas
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
126
Wells Fargo
California
$100K 2,001 +2,000 +200,000%
GWM
127
Geneos Wealth Management
Colorado
$74.4K 1,483 +1,483 New
CIAS
128
Capital Investment Advisory Services
North Carolina
$70.7K 1,410 +1,410 New
SWM
129
Sugarloaf Wealth Management
Georgia
$50.2K 1,000 – –
CAL
130
Capital Advisors Ltd
Ohio
$31K 621 – –
CSB
131
City State Bank
Iowa
$19.1K 381 +381 New
CFD
132
Creative Financial Designs
Indiana
$17.7K 352 +352 New
PS
133
Principal Securities
Iowa
$16.3K 325 -125 -28%
VWM
134
Valley Wealth Managers
New Jersey
$13.6K 271 -575 -68%
PB
135
Pinnacle Bancorp
Nebraska
$12.3K 246 +12 +5%
PCM
136
Penserra Capital Management
California
$8K 158 +158 New
HI
137
Harbour Investments
Wisconsin
$5.87K 117 – –
NS
138
NBC Securities
Alabama
$5K 100 +100 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$2.47K 49 +49 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$50 1 +1 New
RHP
141
Royal Harbor Partners
Texas
– – -19,358 Closed
LNC
142
Lincoln National Corp
Pennsylvania
– – -18,923 Closed
Pathstone Holdings
143
Pathstone Holdings
New Jersey
– – -17,486 Closed
CWM
144
Congress Wealth Management
Massachusetts
– – -6,686 Closed
WCM
145
Windsor Capital Management
Arizona
– – -5,017 Closed
WIC
146
Woodmont Investment Counsel
Tennessee
– – -4,445 Closed
Citadel Advisors
147
Citadel Advisors
Florida
– – -4,402 Closed
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
– – -4,234 Closed
CFS
149
Commonwealth Financial Services
West Virginia
– – -4,052 Closed
IWA
150
Icon Wealth Advisors
Texas
– – -3,894 Closed
3 4 5
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