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BlackRock Short Maturity Municipal Bond ETF

52 hedge funds and large institutions have $113M invested in BlackRock Short Maturity Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more capital invested

Capital invested by funds: $35.2M → $113M (+$77.3M)

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

31.65% more ownership

Funds ownership: 37.11%68.76% (+32%)

30% more funds holding

Funds holding: 4052 (+12)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
18
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.4M +$19.1M +382,220 +572%
Bank of America
2
Bank of America
North Carolina
$21.6M +$19.1M +383,881 +797%
RCM
3
Requisite Capital Management
Texas
$14M +$14M +281,238 New
REFI
4
Requisite Energy Fund I
Texas
$14M +$14M +281,238 New
IWM
5
IHT Wealth Management
Illinois
$4M
PEA
6
Pacific Edge Advisors
California
$3.59M -$401K -8,030 -10%
HJA
7
Hugh Johnson Advisors
New York
$2.35M -$70K -1,403 -3%
UBS Group
8
UBS Group
Switzerland
$2.15M +$2.15M +43,079 New
LPL Financial
9
LPL Financial
California
$2.15M +$1.14M +22,955 +114%
WF
10
WealthTrust Fairport
Ohio
$1.99M -$225K -4,512 -10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.94M +$826K +16,554 +74%
Stifel Financial
12
Stifel Financial
Missouri
$1.91M -$142K -2,844 -7%
QAM
13
Questar Asset Management
Minnesota
$1.85M +$1.85M +37,106 New
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.6M +$1.59M +31,964 New
EWM
15
Elmwood Wealth Management
California
$1.39M -$54.9K -1,100 -4%
SCA
16
Snowden Capital Advisors
New York
$1.31M +$1.31M +26,181 New
PAG
17
Private Advisor Group
New Jersey
$1.23M +$115K +2,311 +10%
EGA
18
Eagle Global Advisors
Texas
$1.02M -$231K -4,625 -18%
Jane Street
19
Jane Street
New York
$984K +$8.43K +169 +0.9%
FM
20
Foster & Motley
Ohio
$960K +$248K +4,970 +35%
UCFA
21
United Capital Financial Advisors
Texas
$788K +$574K +11,501 +268%
FAAS
22
First Allied Advisory Services
California
$784K +$57.8K +1,158 +8%
RWMH
23
Riverpoint Wealth Management Holdings
Illinois
$721K +$402K +8,051 +126%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$708K +$170K +3,416 +32%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$622K +$324K +6,492 +109%

MEAR Hedge Fund Activity: Q4 2018 in Review

52 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2018, worth a combined $113M — up 220% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MEAR positions and 6 closed out — a net gain of 13 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Berman Capital Advisors, exiting entirely with an estimated $580K sold.

  • 52 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2018, up from 40 in Q3 2018.
  • Funds reported $113M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2018, up 220% quarter-over-quarter.
  • 19 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2018 and 6 closed out, a net change of +13 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $19.1M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2018 was Berman Capital Advisors, an estimated $580K sold.

Based on aggregated 13F filings for Q4 2018.