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BlackRock Short Maturity Municipal Bond ETF

106 hedge funds and large institutions have $410M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $363M → $410M (+$47M)

7.47% more ownership

Funds ownership: 75.14%82.61% (+7.5%)

1% more funds holding

Funds holding: 105106 (+1)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
39
Reduced
42
Closed
10
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
$128M -$5.44M -109,135 -4%
RWM
2
Rockwood Wealth Management
Pennsylvania
$31.8M +$3M +60,213 +10%
BlackRock
3
BlackRock
New York
$23.6M +$19.4M +388,681 +460%
FG
4
Foster Group
Iowa
$22.3M +$712K +14,296 +3%
Morgan Stanley
5
Morgan Stanley
New York
$21.2M +$3.31M +66,401 +19%
Jane Street
6
Jane Street
New York
$16.2M +$15.8M +317,184 +4,140%
KCM
7
Kathmere Capital Management
Pennsylvania
$12.8M -$401K -8,043 -3%
SI
8
Stephens Inc
Arkansas
$10.4M +$10.4M +208,360 New
CG
9
Colony Group
Massachusetts
$9.66M +$53.9K +1,083 +0.6%
LPL Financial
10
LPL Financial
California
$5.62M +$362K +7,277 +7%
IWC
11
Integrated Wealth Concepts
Massachusetts
$5.55M +$1.92M +38,453 +53%
UBS Group
12
UBS Group
Switzerland
$5.4M -$1.86M -37,398 -26%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.34M +$416K +8,350 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.98M -$295K -5,916 -6%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$4.94M +$150K +3,009 +3%
BCI
16
Brinker Capital Investments
Pennsylvania
$4.31M +$1.73M +34,685 +67%
OPS
17
Orion Portfolio Solutions
Nebraska
$4.31M +$1.73M +34,685 +67%
TFA
18
Tobias Financial Advisors
Florida
$4M -$180K -3,610 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.7M +$63.4K +1,273 +2%
AG
20
Ascent Group
Virginia
$3.66M +$134K +2,690 +4%
1WM
21
1900 Wealth Management
Texas
$3.64M -$4.07M -81,681 -53%
SSC
22
Syverson Strege & Co
Iowa
$3.47M -$1.74K -35 -0.1%
EWM
23
Elmwood Wealth Management
California
$3.14M
NA
24
NewEdge Advisors
Louisiana
$3.04M +$38K +763 +1%
SFA
25
Source Financial Advisors
New York
$3.02M -$621K -12,477 -17%

MEAR Hedge Fund Activity: Q2 2023 in Review

106 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q2 2023, worth a combined $410M — up 13% from $363M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MEAR positions and 10 closed out — a net gain of 2 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $19.4M. The largest seller was Bank of America, cutting an estimated $5.44M.

  • 106 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q2 2023, up from 105 in Q1 2023.
  • Funds reported $410M of BlackRock Short Maturity Municipal Bond ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 12 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q2 2023 and 10 closed out, a net change of +2 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q2 2023 was BlackRock, an estimated $19.4M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q2 2023 was Bank of America, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2023.