BlackRock Short Maturity Municipal Bond ETF
MEAR
134 hedge funds and large institutions have $532M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 7 closing their positions.
343% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 7
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more funds holding
Funds holding: 114 → 134 (+20)
6% more capital invested
Capital invested by funds: $503M → $532M (+$29.7M)
1.15% more ownership
Funds ownership: 84.07% → 85.22% (+1.2%)
9% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$8.92M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$5.93M |
| 3 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$5.1M |
| 4 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$4.31M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$9.36M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.93M |
| 3 |
Jane Street
New York
|
-$6.56M |
| 4 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$3.61M |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$3.19M |
MEAR Hedge Fund Activity: Q4 2023 in Review
134 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q4 2023, worth a combined $532M — up 5.9% from $503M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MEAR positions and 7 closed out — a net gain of 24 holders — while 42 added to existing stakes and 46 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $8.92M. The largest seller was Kathmere Capital Management, cutting an estimated $9.36M.
- 134 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q4 2023, up from 114 in Q3 2023.
- Funds reported $532M of BlackRock Short Maturity Municipal Bond ETF stock for Q4 2023, up 5.9% quarter-over-quarter.
- 31 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q4 2023 and 7 closed out, a net change of +24 holders.
- The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $8.92M added.
- The largest BlackRock Short Maturity Municipal Bond ETF seller in Q4 2023 was Kathmere Capital Management, an estimated $9.36M sold.
Based on aggregated 13F filings for Q4 2023.