We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

24 hedge funds and large institutions have $27.1M invested in BlackRock Short Maturity Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 2124 (+3)

9.21% less ownership

Funds ownership: 58.85%49.64% (-9.2%)

23% less capital invested

Capital invested by funds: $35.2M → $27.1M (-$8.04M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HJA
1
Hugh Johnson Advisors
New York
$6.33M -$307K -6,175 -5%
BlackRock
2
BlackRock
New York
$3.15M -$4.32M -86,683 -58%
WF
3
WealthTrust Fairport
Ohio
$3.05M -$882K -17,716 -22%
Jane Street
4
Jane Street
New York
$2.69M +$125K +2,517 +5%
Stifel Financial
5
Stifel Financial
Missouri
$2.06M -$23.1K -464 -1%
Bank of America
6
Bank of America
North Carolina
$1.88M -$2.05M -41,161 -52%
VF
7
Virtu Financial
New York
$1.43M +$1.43M +28,714 New
PAG
8
Private Advisor Group
New Jersey
$1.39M -$1.18M -23,732 -46%
EWM
9
Elmwood Wealth Management
California
$1.22M +$1.22M +24,585 New
BCA
10
Berman Capital Advisors
Georgia
$574K -$1.47M -29,449 -72%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$537K +$538K +10,810 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$492K +$473K +9,502 +2,455%
WCM
13
Windsor Capital Management
Arizona
$438K +$114K +2,294 +35%
PEA
14
Pacific Edge Advisors
California
$375K -$869K -17,450 -70%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$348K
LPL Financial
16
LPL Financial
California
$330K +$112K +2,248 +51%
BP
17
BBR Partners
New York
$280K +$280K +5,624 New
UCFA
18
United Capital Financial Advisors
Texas
$213K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$100K -$258K -5,173 -72%
UBS Group
20
UBS Group
Switzerland
$74K +$74.4K +1,494 New
CFA
21
Carroll Financial Associates
North Carolina
$72K
AG
22
Advisor Group
Arizona
$70K +$33.8K +679 +94%
GRP
23
Global Retirement Partners
California
$40K +$39.8K +800 New
SFM
24
Signet Financial Management
New Jersey
$10K +$10.3K +207 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
-$403K -8,082 Closed

MEAR Hedge Fund Activity: Q1 2018 in Review

24 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2018, worth a combined $27.1M — down 23% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MEAR positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $1.43M. The largest seller was BlackRock, cutting an estimated $4.32M.

  • 24 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2018, up from 21 in Q4 2017.
  • Funds reported $27.1M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2018, down 23% quarter-over-quarter.
  • 7 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2018 and 3 closed out, a net change of +4 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2018 was Virtu Financial, an estimated $1.43M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2018 was BlackRock, an estimated $4.32M sold.

Based on aggregated 13F filings for Q1 2018.