BlackRock Short Maturity Municipal Bond ETF
MEAR
13 hedge funds and large institutions have $22.9M invested in BlackRock Short Maturity Municipal Bond ETF in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
5% less capital invested
Capital invested by funds: $24M → $22.9M (-$1.11M)
7% less funds holding
Funds holding: 14 → 13 (-1)
7.74% less ownership
Funds ownership: 68.76% → 61.02% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HJA
Hugh Johnson Advisors
Albany,
New York
|
+$3.24M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$351K |
| 3 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$310K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$197K |
| 5 |
LPL Financial
San Diego,
California
|
+$19.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.77M |
| 2 |
Jane Street
New York
|
-$616K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$297K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$86.3K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$46.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HJA
1
Hugh Johnson Advisors
Albany,
New York
| $7.76M | +$3.24M | +64,855 | +71% |
|
|
WF
2
WealthTrust Fairport
Cleveland,
Ohio
| $4.53M | +$310K | +6,207 | +7% |
|
|
3
BlackRock
New York
| $4.44M | -$3.77M | -75,575 | -46% |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $2.91M | +$197K | +3,942 | +7% |
|
|
VKH
5
Virtu KCG Holdings
New York
| $788K | +$3.25K | +65 | +0.4% |
|
|
6
LPL Financial
San Diego,
California
| $604K | +$19.7K | +395 | +3% |
|
|
CAL
7
Capital Advisors Ltd
Shaker Heights,
Ohio
| $499K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $482K | +$351K | +7,036 | +268% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $432K | -$86.3K | -1,728 | -17% |
|
|
10
Jane Street
New York
| $227K | -$616K | -12,337 | -73% |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $97K | -$46.8K | -938 | -32% |
|
|
CFA
12
Carroll Financial Associates
Charlotte,
North Carolina
| $72K | – | – | – |
|
13
UBS Group
Zurich,
Switzerland
| $3K | +$3.1K | +62 | New |
|
|
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$297K | -5,975 | Closed |
|
MEAR Hedge Fund Activity: Q1 2017 in Review
13 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2017, worth a combined $22.9M — down 4.6% from $24M a quarter earlier.
Fund positioning in MEAR was balanced in Q1 2017: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Hugh Johnson Advisors, adding an estimated $3.24M. The largest seller was BlackRock, cutting an estimated $3.77M.
- 13 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2017, down from 14 in Q4 2016.
- Funds reported $22.9M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2017, down 4.6% quarter-over-quarter.
- 1 fund opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2017 and 1 closed out, a net change of 0 holders.
- The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2017 was Hugh Johnson Advisors, an estimated $3.24M added.
- The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2017 was BlackRock, an estimated $3.77M sold.
Based on aggregated 13F filings for Q1 2017.