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BlackRock Short Maturity Municipal Bond ETF

83 hedge funds and large institutions have $124M invested in BlackRock Short Maturity Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

32% more funds holding

Funds holding: 6383 (+20)

26% more capital invested

Capital invested by funds: $98.4M → $124M (+$25.3M)

7.63% more ownership

Funds ownership: 47.01%54.64% (+7.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
83
Holders Change
+20
Holders Change %
+31.75%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
28
Reduced
14
Closed
3
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
$19.8M +$7.12M +142,086 +56%
RCM
2
Requisite Capital Management
Texas
$15.1M -$2.68M -53,461 -15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M +$4.09M +81,663 +61%
BlackRock
4
BlackRock
New York
$7.47M +$2.43M +48,459 +48%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.57M +$2.58M +51,430 +86%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.99M +$476K +9,500 +14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.35M +$806K +16,077 +32%
PEA
8
Pacific Edge Advisors
California
$3.1M -$1.08M -21,600 -26%
LPL Financial
9
LPL Financial
California
$2.95M -$96.1K -1,916 -3%
NA
10
NewEdge Advisors
Louisiana
$2.92M +$414K +8,267 +16%
UBS Group
11
UBS Group
Switzerland
$2.7M -$1.16M -23,129 -30%
TGAM
12
TBH Global Asset Management
Tennessee
$2.55M +$2.55M +50,817 New
JFM
13
Jackson Financial Management
California
$2.5M +$1.25M +25,000 +100%
EGA
14
Eagle Global Advisors
Texas
$2.21M +$28K +559 +1%
AG
15
Advisor Group
Arizona
$2.04M -$2.13M -42,498 -51%
Stifel Financial
16
Stifel Financial
Missouri
$1.95M -$6.87K -137 -0.4%
DCM
17
Donaldson Capital Management
Indiana
$1.82M +$483K +9,629 +36%
SCA
18
Snowden Capital Advisors
New York
$1.64M -$65.4K -1,304 -4%
SW
19
SteelPeak Wealth
California
$1.56M +$1.57M +31,234 New
RJA
20
Raymond James & Associates
Florida
$1.44M +$357K +7,114 +33%
EWM
21
Elmwood Wealth Management
California
$1.4M
IWP
22
Icon Wealth Partners
Texas
$1.37M -$250K -4,977 -15%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.14M +$316K +6,300 +38%
Mariner
24
Mariner
Kansas
$1.09M +$360K +7,177 +49%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.04M +$130K +2,586 +14%

MEAR Hedge Fund Activity: Q4 2019 in Review

83 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2019, worth a combined $124M — up 26% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MEAR positions and 3 closed out — a net gain of 20 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $7.12M. The largest seller was Requisite Capital Management, cutting an estimated $2.68M.

  • 83 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2019, up from 63 in Q3 2019.
  • Funds reported $124M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2019, up 26% quarter-over-quarter.
  • 23 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2019 and 3 closed out, a net change of +20 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2019 was Bank of America, an estimated $7.12M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2019 was Requisite Capital Management, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2019.