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BlackRock Short Maturity Municipal Bond ETF

40 hedge funds and large institutions have $35.2M invested in BlackRock Short Maturity Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

29% more funds holding

Funds holding: 3140 (+9)

1% more capital invested

Capital invested by funds: $35M → $35.2M (+$255K)

11.15% less ownership

Funds ownership: 48.26%37.11% (-11%)

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$4M +$3.99M +80,000 New
PEA
2
Pacific Edge Advisors
California
$3.99M +$2.11M +42,300 +113%
BlackRock
3
BlackRock
New York
$3.33M +$213K +4,274 +7%
HJA
4
Hugh Johnson Advisors
New York
$2.42M -$2.43M -48,712 -50%
Bank of America
5
Bank of America
North Carolina
$2.4M -$2.48M -49,666 -51%
WF
6
WealthTrust Fairport
Ohio
$2.21M
Stifel Financial
7
Stifel Financial
Missouri
$2.05M -$6.34K -127 -0.3%
ALIONA
8
Allianz Life Insurance of North America
Minnesota
$1.6M +$1.6M +32,003 New
EWM
9
Elmwood Wealth Management
California
$1.45M +$79.9K +1,600 +6%
EGA
10
Eagle Global Advisors
Texas
$1.25M +$517K +10,353 +71%
PAG
11
Private Advisor Group
New Jersey
$1.12M -$1.35M -27,093 -55%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.11M +$1.11M +22,275 New
LPL Financial
13
LPL Financial
California
$1M +$569K +11,394 +132%
Jane Street
14
Jane Street
New York
$976K +$488K +9,782 +100%
FAAS
15
First Allied Advisory Services
California
$727K +$334K +6,686 +85%
FM
16
Foster & Motley
Ohio
$712K +$899 +18 +0.1%
BCA
17
Berman Capital Advisors
Georgia
$580K +$1.95K +39 +0.3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$537K +$537K +10,755 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$491K +$185K +3,702 +60%
WCM
20
Windsor Capital Management
Arizona
$379K -$12.7K -254 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$325K +$325K +6,500 New
RWMH
22
Riverpoint Wealth Management Holdings
Illinois
$319K +$319K +6,386 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$298K -$196K -3,922 -40%
BP
24
BBR Partners
New York
$281K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$280K +$280K +5,611 New

MEAR Hedge Fund Activity: Q3 2018 in Review

40 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q3 2018, worth a combined $35.2M — up 0.73% from $35M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MEAR positions and 5 closed out — a net gain of 9 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $3.99M. The largest seller was Citigroup, exiting entirely with an estimated $4.83M sold.

  • 40 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q3 2018, up from 31 in Q2 2018.
  • Funds reported $35.2M of BlackRock Short Maturity Municipal Bond ETF stock for Q3 2018, up 0.73% quarter-over-quarter.
  • 14 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q3 2018 and 5 closed out, a net change of +9 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q3 2018 was IHT Wealth Management, an estimated $3.99M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q3 2018 was Citigroup, an estimated $4.83M sold.

Based on aggregated 13F filings for Q3 2018.