BlackRock Short Maturity Municipal Bond ETF
MEAR
114 hedge funds and large institutions have $503M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 11 closing their positions.
189% more capital inflows, than outflows
Capital inflows: $143M | Capital outflows: $49.4M
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more funds holding
Funds holding: 106 → 114 (+8)
1.45% more ownership
Funds ownership: 82.61% → 84.07% (+1.5%)
7% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$56.3M |
| 2 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$28.6M |
| 3 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$8.37M |
| 4 |
JP Morgan Chase
New York
|
+$6.06M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
+$5.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.1M |
| 2 |
Morgan Stanley
New York
|
-$10.5M |
| 3 |
Jane Street
New York
|
-$8.67M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$2.27M |
| 5 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.91M |
MEAR Hedge Fund Activity: Q3 2023 in Review
114 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q3 2023, worth a combined $503M — up 23% from $410M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MEAR positions and 11 closed out — a net gain of 9 holders — while 39 added to existing stakes and 42 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $56.3M. The largest seller was Bank of America, cutting an estimated $13.1M.
- 114 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q3 2023, up from 106 in Q2 2023.
- Funds reported $503M of BlackRock Short Maturity Municipal Bond ETF stock for Q3 2023, up 23% quarter-over-quarter.
- 20 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q3 2023 and 11 closed out, a net change of +9 holders.
- The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q3 2023 was Integrated Wealth Concepts, an estimated $56.3M added.
- The largest BlackRock Short Maturity Municipal Bond ETF seller in Q3 2023 was Bank of America, an estimated $13.1M sold.
Based on aggregated 13F filings for Q3 2023.