BlackRock Short Maturity Municipal Bond ETF
MEAR
111 hedge funds and large institutions have $429M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
31% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 35
8% more capital invested
Capital invested by funds: $397M → $429M (+$32.1M)
5% more funds holding
Funds holding: 106 → 111 (+5)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
55.49% less ownership
Funds ownership: 136.82% → 81.33% (-55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
Rockwood Wealth Management
New Hope,
Pennsylvania
|
+$9.58M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.08M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.4M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$4.22M |
| 5 |
Jane Street
New York
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$2.92M |
| 2 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$2.66M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$2.44M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.23M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.86M |
MEAR Hedge Fund Activity: Q4 2022 in Review
111 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2022, worth a combined $429M — up 8.1% from $397M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MEAR positions and 10 closed out — a net gain of 5 holders — while 46 added to existing stakes and 35 trimmed.
The largest buyer was Rockwood Wealth Management, adding an estimated $9.58M. The largest seller was Modera Wealth Management, cutting an estimated $2.92M.
- 111 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2022, up from 106 in Q3 2022.
- Funds reported $429M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
- 15 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2022 and 10 closed out, a net change of +5 holders.
- The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2022 was Rockwood Wealth Management, an estimated $9.58M added.
- The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2022 was Modera Wealth Management, an estimated $2.92M sold.
Based on aggregated 13F filings for Q4 2022.