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BlackRock Short Maturity Municipal Bond ETF

57 hedge funds and large institutions have $87.6M invested in BlackRock Short Maturity Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

10% more funds holding

Funds holding: 5257 (+5)

19.03% less ownership

Funds ownership: 68.76%49.72% (-19%)

22% less capital invested

Capital invested by funds: $113M → $87.6M (-$25M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
21
Reduced
13
Closed
6
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
$15.5M -$6.12M -122,532 -28%
RCM
2
Requisite Capital Management
Texas
$13.4M -$633K -12,660 -5%
Jane Street
3
Jane Street
New York
$5.28M +$4.28M +85,730 +435%
UBS Group
4
UBS Group
Switzerland
$4.75M +$2.59M +51,904 +120%
PEA
5
Pacific Edge Advisors
California
$4.56M +$966K +19,330 +27%
BlackRock
6
BlackRock
New York
$4.48M -$18M -359,435 -80%
Citadel Advisors
7
Citadel Advisors
Florida
$3.22M +$3.22M +64,379 New
WF
8
WealthTrust Fairport
Ohio
$2.89M +$900K +18,012 +45%
LPL Financial
9
LPL Financial
California
$2.54M +$387K +7,752 +18%
HJA
10
Hugh Johnson Advisors
New York
$2.23M -$131K -2,618 -6%
Stifel Financial
11
Stifel Financial
Missouri
$2.05M +$140K +2,794 +7%
SCA
12
Snowden Capital Advisors
New York
$2.04M +$732K +14,654 +56%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.04M +$96.3K +1,927 +5%
NA
14
NewEdge Advisors
Louisiana
$1.73M +$960K +19,212 +125%
EGA
15
Eagle Global Advisors
Texas
$1.65M +$628K +12,572 +62%
EWM
16
Elmwood Wealth Management
California
$1.46M +$67.4K +1,350 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.25M +$1.24M +24,897 New
AG
18
Advisor Group
Arizona
$1.25M +$1.16M +23,317 +1,505%
RJA
19
Raymond James & Associates
Florida
$1.09M +$1.09M +21,864 New
PAG
20
Private Advisor Group
New Jersey
$1.09M -$143K -2,857 -12%
IWP
21
Icon Wealth Partners
Texas
$987K +$986K +19,726 New
FAAS
22
First Allied Advisory Services
California
$883K +$94.5K +1,891 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$864K +$154K +3,092 +22%
EK
24
Evensky & Katz
Florida
$847K +$846K +16,924 New
UCFA
25
United Capital Financial Advisors
Texas
$809K +$18.6K +373 +2%

MEAR Hedge Fund Activity: Q1 2019 in Review

57 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2019, worth a combined $87.6M — down 22% from $113M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MEAR positions and 6 closed out — a net gain of 6 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $4.28M. The largest seller was BlackRock, cutting an estimated $18M.

  • 57 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2019, up from 52 in Q4 2018.
  • Funds reported $87.6M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2019, down 22% quarter-over-quarter.
  • 12 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2019 and 6 closed out, a net change of +6 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2019 was Jane Street, an estimated $4.28M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2019 was BlackRock, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2019.