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BlackRock Short Maturity Municipal Bond ETF

82 hedge funds and large institutions have $152M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

11% more funds holding

Funds holding: 7482 (+8)

10% more capital invested

Capital invested by funds: $138M → $152M (+$14.4M)

0.01% more ownership

Funds ownership: 57.68%57.69% (+0.01%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
33
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$23.1M -$30.7K -611 -0.1%
Bank of America
2
Bank of America
North Carolina
$11.8M -$5.98M -119,066 -34%
BlackRock
3
BlackRock
New York
$8.73M +$801K +15,954 +10%
UBS Group
4
UBS Group
Switzerland
$8.48M +$5.57M +110,853 +191%
EH
5
Equitable Holdings
New York
$7.41M -$3.91M -77,831 -35%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.73M +$1.79M +35,687 +61%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.01M -$325K -6,464 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.79M +$3.29M +65,515 +662%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.77M -$2.03M -40,375 -35%
LPL Financial
10
LPL Financial
California
$3.71M +$724K +14,429 +24%
BCI
11
Brinker Capital Investments
Pennsylvania
$3.66M +$921K +18,344 +34%
RCM
12
Requisite Capital Management
Texas
$3.54M -$506K -10,078 -13%
Citadel Advisors
13
Citadel Advisors
Florida
$3.38M +$3.38M +67,287 New
FM
14
Foster & Motley
Ohio
$3.19M +$2.85M +56,785 +825%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.96M +$150K +2,979 +5%
SW
16
SteelPeak Wealth
California
$2.91M +$598K +11,910 +26%
NA
17
NewEdge Advisors
Louisiana
$2.59M +$664K +13,223 +34%
KCM
18
Kathmere Capital Management
Pennsylvania
$2.58M +$2.05M +40,820 +382%
PEA
19
Pacific Edge Advisors
California
$2.58M -$527K -10,500 -17%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.51M +$2.51M +50,000 New
GL
21
Graypoint LLC
New York
$2.48M +$213K +4,252 +9%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.16M +$1.56M +31,036 +258%
Stifel Financial
23
Stifel Financial
Missouri
$1.81M
EWM
24
Elmwood Wealth Management
California
$1.57M
BCA
25
Berman Capital Advisors
Georgia
$1.57M -$427K -8,514 -21%

MEAR Hedge Fund Activity: Q3 2020 in Review

82 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q3 2020, worth a combined $152M — up 10% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MEAR positions and 3 closed out — a net gain of 8 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $5.98M.

  • 82 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $152M of BlackRock Short Maturity Municipal Bond ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 11 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q3 2020 and 3 closed out, a net change of +8 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q3 2020 was UBS Group, an estimated $5.57M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q3 2020 was Bank of America, an estimated $5.98M sold.

Based on aggregated 13F filings for Q3 2020.