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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

105 hedge funds and large institutions have $363M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
29
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
1
Foster Group
Iowa
$21.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.9M
3
RWM
3
Rockwood Wealth Management
Pennsylvania
$28.8M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.59M
5
AG
5
Ascent Group
Virginia
$3.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.64M
3
Jane Street
3
Jane Street
New York
$383K
4
UBS Group
4
UBS Group
Switzerland
$7.27M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$133M 2,668,102 -957,776 -26%
RWM
2
Rockwood Wealth Management
Pennsylvania
$28.8M 577,071 +63,527 +12%
FG
3
Foster Group
Iowa
$21.6M 431,778 +431,778 New
Morgan Stanley
4
Morgan Stanley
New York
$17.9M 358,537 +196,766 +122%
KCM
5
Kathmere Capital Management
Pennsylvania
$13.2M 264,490 -9,000 -3%
CG
6
Colony Group
Massachusetts
$9.62M 192,522 +25,897 +16%
1WM
7
1900 Wealth Management
Texas
$7.72M 154,621 -34,359 -18%
UBS Group
8
UBS Group
Switzerland
$7.27M 145,597 -106,092 -42%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.28M 105,713 -30,804 -23%
LPL Financial
10
LPL Financial
California
$5.26M 105,379 -11,901 -10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.93M 98,687 +3,601 +4%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$4.8M 95,975 +1,893 +2%
BlackRock
13
BlackRock
New York
$4.22M 84,495 -7,290 -8%
TFA
14
Tobias Financial Advisors
Florida
$4.19M 83,805 +10,441 +14%
VWA
15
Visionary Wealth Advisors
Illinois
$3.86M 77,191 -1,582 -2%
SFA
16
Source Financial Advisors
New York
$3.65M 73,064 +36,179 +98%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.64M 72,922 +28,648 +65%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.64M 72,806 -724,696 -91%
AG
19
Ascent Group
Virginia
$3.54M 70,761 +40,637 +135%
SSC
20
Syverson Strege & Co
Iowa
$3.48M 69,671 -2,075 -3%
EWM
21
Elmwood Wealth Management
California
$3.15M 63,035 +15,400 +32%
NA
22
NewEdge Advisors
Louisiana
$3.01M 60,151 -4,112 -6%
OIA
23
OneDigital Investment Advisors
Kansas
$2.95M 59,093 +2,305 +4%
WWM
24
Windsor Wealth Management
Indiana
$2.59M 51,966 +34,709 +201%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.59M 51,801 +7,649 +17%
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