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BlackRock Short Maturity Municipal Bond ETF

77 hedge funds and large institutions have $138M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $124M → $138M (+$13.8M)

5.36% more ownership

Funds ownership: 54.64%59.99% (+5.4%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

7% less funds holding

Funds holding: 8377 (-6)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
24
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Requisite Capital Management
Texas
$19.7M +$4.7M +93,892 +31%
Bank of America
2
Bank of America
North Carolina
$19.7M -$5K -100 -0%
Jane Street
3
Jane Street
New York
$16.1M +$16.1M +322,644 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.06M +$6.1M +121,824 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.72M +$194K +3,875 +3%
BlackRock
6
BlackRock
New York
$5.28M -$2.16M -43,121 -29%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.64M -$330K -6,600 -8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.62M +$290K +5,803 +9%
PEA
9
Pacific Edge Advisors
California
$3.24M +$165K +3,300 +5%
NA
10
NewEdge Advisors
Louisiana
$3M +$97K +1,939 +3%
LPL Financial
11
LPL Financial
California
$2.77M -$169K -3,380 -6%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.73M +$2.75M +55,024 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.49M +$2.5M +50,000 New
SCA
14
Snowden Capital Advisors
New York
$2.33M +$705K +14,085 +43%
GL
15
Graypoint LLC
New York
$2.02M +$2.04M +40,699 New
UBS Group
16
UBS Group
Switzerland
$2M -$691K -13,807 -26%
Stifel Financial
17
Stifel Financial
Missouri
$1.88M -$66.6K -1,331 -3%
MHR
18
Matthew Hamilton Rosenberg
$1.82M +$1.83M +36,516 New
DCM
19
Donaldson Capital Management
Indiana
$1.82M +$11.6K +231 +0.6%
EGA
20
Eagle Global Advisors
Texas
$1.75M -$450K -9,000 -20%
Mariner
21
Mariner
Kansas
$1.64M +$556K +11,106 +51%
SW
22
SteelPeak Wealth
California
$1.63M +$79.7K +1,592 +5%
TCM
23
TD Capital Management
Tennessee
$1.49M +$1.5M +29,950 New
SPC
24
Sigma Planning Corp
Michigan
$1.31M +$466K +9,310 +55%
BCI
25
Brinker Capital Investments
Pennsylvania
$1.29M +$957K +19,122 +279%

MEAR Hedge Fund Activity: Q1 2020 in Review

77 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2020, worth a combined $138M — up 11% from $124M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MEAR and 14 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $16.1M. The largest seller was Envestnet Asset Management, cutting an estimated $9.89M.

  • 77 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $138M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 14 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2020 and 17 closed out, a net change of -3 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2020 was Jane Street, an estimated $16.1M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $9.89M sold.

Based on aggregated 13F filings for Q1 2020.