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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

133 hedge funds and large institutions have $539M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
59
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Dynasty Wealth Management
Florida
$12M
2
RWM
2
Rockwood Wealth Management
Pennsylvania
$41.3M
3
QWP
3
Quotient Wealth Partners
Texas
$11.8M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$34.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.19M
2
PDL
2
Portfolio Design Labs
California
$3.64M
3
AG
3
Ascent Group
Virginia
$2.82M
4
AWM
4
Aprio Wealth Management
Georgia
$1.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$106M 2,107,554 -50,155 -2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$58.7M 1,170,785 -10,747 -0.9%
RWM
3
Rockwood Wealth Management
Pennsylvania
$41.3M 824,682 +92,760 +13%
RCA
4
Resonant Capital Advisors
Wisconsin
$34.7M 693,091 +50,913 +8%
FG
5
Foster Group
Iowa
$24.1M 481,630 +22,477 +5%
BlackRock
6
BlackRock
New York
$22.5M 448,308 +6,783 +2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$18.6M 370,575 +48,152 +15%
UWPG
8
Ullmann Wealth Partners Group
Florida
$16M 319,483 -3,338 -1%
SI
9
Stephens Inc
Arkansas
$13.9M 278,112 -16,885 -6%
DWM
10
Dynasty Wealth Management
Florida
$12M 239,485 +239,485 New
QWP
11
Quotient Wealth Partners
Texas
$11.8M 235,505 +51,250 +28%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$9.32M 185,992 +4,107 +2%
LPL Financial
13
LPL Financial
California
$8.47M 168,953 +18,532 +12%
SMG
14
Smart Money Group
Texas
$7.25M 144,943 +19,866 +16%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$6.21M 123,956 +28,275 +30%
PHWM
16
Pine Harbor Wealth Management
Maryland
$6.2M 123,713 +10,233 +9%
Morgan Stanley
17
Morgan Stanley
New York
$6.19M 123,598 -251,710 -67%
SFA
18
Source Financial Advisors
New York
$5.88M 117,362 +31,817 +37%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.13M 102,269 +2,322 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.06M 101,031 -6,781 -6%
IIC
21
Integrated Investment Consultants
Michigan
$4.33M 86,400 – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.13M 82,316 +18,493 +29%
Corient Private Wealth
23
Corient Private Wealth
Florida
$3.98M 79,417 +879 +1%
OIA
24
OneDigital Investment Advisors
Kansas
$3.83M 76,483 +824 +1%
KCM
25
KM Capital Management
Texas
$3.74M 74,673 +31,285 +72%
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