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BlackRock Short Maturity Municipal Bond ETF

31 hedge funds and large institutions have $35M invested in BlackRock Short Maturity Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

29% more funds holding

Funds holding: 2431 (+7)

29% more capital invested

Capital invested by funds: $27.1M → $35M (+$7.82M)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

1.38% less ownership

Funds ownership: 49.64%48.26% (-1.4%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.89M +$2.99M +60,068 +159%
HJA
2
Hugh Johnson Advisors
New York
$4.86M -$1.5M -30,131 -24%
Citigroup
3
Citigroup
New York
$4.83M +$4.82M +96,727 New
BlackRock
4
BlackRock
New York
$3.12M -$39.6K -796 -1%
PAG
5
Private Advisor Group
New Jersey
$2.47M +$1.07M +21,467 +77%
WF
6
WealthTrust Fairport
Ohio
$2.21M -$851K -17,094 -28%
Stifel Financial
7
Stifel Financial
Missouri
$2.06M -$11.4K -228 -0.6%
PEA
8
Pacific Edge Advisors
California
$1.88M +$1.49M +30,000 +397%
EWM
9
Elmwood Wealth Management
California
$1.37M +$139K +2,800 +11%
VF
10
Virtu Financial
New York
$771K -$661K -13,278 -46%
EGA
11
Eagle Global Advisors
Texas
$734K +$731K +14,679 New
FM
12
Foster & Motley
Ohio
$711K +$709K +14,229 New
BCA
13
Berman Capital Advisors
Georgia
$579K +$1.89K +38 +0.3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$492K
Jane Street
15
Jane Street
New York
$488K -$2.21M -44,308 -82%
HH
16
Hilltop Holdings
Texas
$443K +$442K +8,866 New
LPL Financial
17
LPL Financial
California
$433K +$101K +2,026 +31%
FAAS
18
First Allied Advisory Services
California
$394K +$392K +7,868 New
WCM
19
Windsor Capital Management
Arizona
$391K -$48.4K -972 -11%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$326K -$24.5K -492 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$307K +$205K +4,120 +204%
BP
22
BBR Partners
New York
$281K
UCFA
23
United Capital Financial Advisors
Texas
$262K +$47.5K +954 +22%
MCM
24
Mainstay Capital Management
Michigan
$150K +$150K +3,010 New
SFM
25
Signet Financial Management
New Jersey
$135K +$125K +2,500 +1,208%

MEAR Hedge Fund Activity: Q2 2018 in Review

31 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q2 2018, worth a combined $35M — up 29% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MEAR positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $4.82M. The largest seller was Jane Street, cutting an estimated $2.21M.

  • 31 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q2 2018, up from 24 in Q1 2018.
  • Funds reported $35M of BlackRock Short Maturity Municipal Bond ETF stock for Q2 2018, up 29% quarter-over-quarter.
  • 9 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q2 2018 and 2 closed out, a net change of +7 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q2 2018 was Citigroup, an estimated $4.82M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q2 2018 was Jane Street, an estimated $2.21M sold.

Based on aggregated 13F filings for Q2 2018.