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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

140 hedge funds and large institutions have $548M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
63
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$120M
2
KIM
2
Kestra Investment Management
Texas
$9.37M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$43.1M
4
LPL Financial
4
LPL Financial
California
$15.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.75M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$35.3M
2
BlackRock
2
BlackRock
New York
$2.2M
3
QWP
3
Quotient Wealth Partners
Texas
$6.23M
4
DWM
4
Dynasty Wealth Management
Florida
$6.52M
5
1WM
5
1900 Wealth Management
Texas
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$120M 2,399,515 +291,961 +14%
RWM
2
Rockwood Wealth Management
Pennsylvania
$44M 876,745 +52,063 +6%
RCA
3
Resonant Capital Advisors
Wisconsin
$43.1M 860,187 +167,096 +24%
IWC
4
Integrated Wealth Concepts
Massachusetts
$35.3M 703,289 -467,496 -40%
FG
5
Foster Group
Iowa
$24.4M 485,717 +4,087 +0.8%
SI
6
Stephens Inc
Arkansas
$18.7M 373,541 +95,429 +34%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$17.4M 346,113 -24,462 -7%
UWPG
8
Ullmann Wealth Partners Group
Florida
$16.2M 322,158 +2,675 +0.8%
LPL Financial
9
LPL Financial
California
$15.1M 300,322 +131,369 +78%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.75M 194,513 +112,197 +136%
KIM
11
Kestra Investment Management
Texas
$9.37M 186,901 +186,901 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$8.75M 174,413 -11,579 -6%
SMG
13
Smart Money Group
Texas
$7.51M 149,551 +4,608 +3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.4M 147,494 +23,538 +19%
PHWM
15
Pine Harbor Wealth Management
Maryland
$7.1M 141,621 +17,908 +14%
Morgan Stanley
16
Morgan Stanley
New York
$6.97M 138,902 +15,304 +12%
SFA
17
Source Financial Advisors
New York
$6.72M 134,035 +16,673 +14%
DWM
18
Dynasty Wealth Management
Florida
$6.52M 130,044 -109,441 -46%
QWP
19
Quotient Wealth Partners
Texas
$6.23M 124,184 -111,321 -47%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.34M 106,452 +5,421 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.42M 88,153 -14,116 -14%
IIC
22
Integrated Investment Consultants
Michigan
$4.33M 86,400 – –
NA
23
NewEdge Advisors
Louisiana
$4.12M 82,126 +37,854 +86%
PDL
24
Portfolio Design Labs
California
$4.08M 81,455 +8,894 +12%
Corient Private Wealth
25
Corient Private Wealth
Florida
$3.85M 76,786 -2,631 -3%
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