We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

95 hedge funds and large institutions have $194M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

12% more funds holding

Funds holding: 8595 (+10)

1.38% more ownership

Funds ownership: 64.95%66.33% (+1.4%)

3% more capital invested

Capital invested by funds: $189M → $194M (+$5.45M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
25
Reduced
34
Closed
7
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
$29.2M +$2.37M +47,237 +9%
LPL Financial
2
LPL Financial
California
$12.7M +$20.3K +405 +0.2%
KCM
3
Kathmere Capital Management
Pennsylvania
$12.1M -$398K -7,940 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.4M +$2.82M +56,183 +33%
Creative Planning
5
Creative Planning
Kansas
$10.2M +$10.2M +203,424 New
HighTower Advisors
6
HighTower Advisors
Illinois
$10.1M -$1.11M -22,224 -10%
SSC
7
Syverson Strege & Co
Iowa
$9.12M +$2.12M +42,335 +30%
BlackRock
8
BlackRock
New York
$7.48M -$666K -13,278 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.49M +$295K +5,877 +5%
Morgan Stanley
10
Morgan Stanley
New York
$5.86M +$5.19M +103,586 +782%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.67M -$1.09M -21,725 -16%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.02M +$563K +11,235 +13%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.1M +$1.6K +32 +0%
KCA
14
Karn Couzens & Associates
Connecticut
$3.37M -$1.02M -20,300 -23%
EH
15
Equitable Holdings
New York
$3.26M -$173K -3,447 -5%
Truist Financial
16
Truist Financial
North Carolina
$2.9M +$581K +11,595 +25%
Jane Street
17
Jane Street
New York
$2.6M -$393K -7,848 -13%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.5M -$593K -11,834 -19%
EGA
19
Eagle Global Advisors
Texas
$2.4M -$100K -2,000 -4%
NA
20
NewEdge Advisors
Louisiana
$2.22M -$156K -3,115 -7%
5L
21
55I LLC
Massachusetts
$2.19M +$857K +17,103 +64%
GL
22
Graypoint LLC
New York
$2.01M +$360K +7,182 +22%
Stifel Financial
23
Stifel Financial
Missouri
$1.7M -$49.3K -984 -3%
SPC
24
Sigma Planning Corp
Michigan
$1.6M +$243K +4,853 +18%
EWM
25
Elmwood Wealth Management
California
$1.59M +$1.6M +31,835 New

MEAR Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2021, worth a combined $194M — up 2.9% from $189M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MEAR positions and 7 closed out — a net gain of 14 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $10.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 95 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $194M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2021, up 2.9% quarter-over-quarter.
  • 21 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2021 was Creative Planning, an estimated $10.2M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2021.