MEAR icon

BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

134 hedge funds and large institutions have $542M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
134
Holders Change
+20
Holders Change %
+17.54%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
43
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PDL
1
Portfolio Design Labs
California
$9.52M
2
QWP
2
Quotient Wealth Partners
Texas
$9.21M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.09M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.8M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$1.16M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
Jane Street
3
Jane Street
New York
$971K
4
TFA
4
Tobias Financial Advisors
Florida
$299K
5
1WM
5
1900 Wealth Management
Texas
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$108M 2,157,709 -139,013 -6%
IWC
2
Integrated Wealth Concepts
Massachusetts
$59.1M 1,181,532 -59,603 -5%
RWM
3
Rockwood Wealth Management
Pennsylvania
$36.6M 731,922 +44,386 +6%
RCA
4
Resonant Capital Advisors
Wisconsin
$32.1M 642,178 +68,564 +12%
FG
5
Foster Group
Iowa
$22.9M 459,153 – –
BlackRock
6
BlackRock
New York
$22.1M 441,525 -31,651 -7%
Morgan Stanley
7
Morgan Stanley
New York
$18.8M 375,308 +161,908 +76%
UWPG
8
Ullmann Wealth Partners Group
Florida
$16.1M 322,821 +102,246 +46%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$16.1M 322,423 +178,787 +124%
SI
10
Stephens Inc
Arkansas
$14.7M 294,997 +44,360 +18%
PDL
11
Portfolio Design Labs
California
$9.52M 190,399 +190,399 New
QWP
12
Quotient Wealth Partners
Texas
$9.21M 184,255 +184,255 New
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$9.09M 181,885 +181,885 New
AG
14
Ascent Group
Virginia
$8.04M 160,699 +5,189 +3%
LPL Financial
15
LPL Financial
California
$7.52M 150,421 +38,890 +35%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.16M 143,213 +3,853 +3%
SMG
17
Smart Money Group
Texas
$6.25M 125,077 +16,366 +15%
AWM
18
Aprio Wealth Management
Georgia
$5.94M 118,881 +118,881 New
PHWM
19
Pine Harbor Wealth Management
Maryland
$5.67M 113,480 +113,480 New
Osaic Holdings
20
Osaic Holdings
Arizona
$5.39M 107,812 -30,830 -22%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.99M 99,947 +5,065 +5%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$4.78M 95,681 -4,541 -5%
IIC
23
Integrated Investment Consultants
Michigan
$4.32M 86,400 +86,400 New
SFA
24
Source Financial Advisors
New York
$4.28M 85,545 +28,229 +49%
Corient Private Wealth
25
Corient Private Wealth
Florida
$3.93M 78,538 +78,538 New
1
2 3 4 5