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BlackRock Short Maturity Municipal Bond ETF
MEAR

Overview Fund Activity

145 hedge funds and large institutions have $588M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
16
Increased
63
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$70M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$56.4M
3
PDL
3
Portfolio Design Labs
California
$11.1M
4
AG
4
Ascent Group
Virginia
$9.11M
5
CAM
5
Clarity Asset Management
Iowa
$4.93M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$57.9M
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$896K
4
KCM
4
KM Capital Management
Texas
$697K
5
Truist Financial
5
Truist Financial
North Carolina
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$70M 1,392,166 +1,046,053 +302%
Bank of America
2
Bank of America
North Carolina
$57.9M 1,150,903 -1,248,612 -52%
RCA
3
Resonant Capital Advisors
Wisconsin
$56.4M 1,121,077 +260,890 +30%
RWM
4
Rockwood Wealth Management
Pennsylvania
$47.9M 951,988 +75,243 +9%
IWC
5
Integrated Wealth Concepts
Massachusetts
$34.9M 694,617 -8,672 -1%
FG
6
Foster Group
Iowa
$24.4M 484,749 -968 -0.2%
SI
7
Stephens Inc
Arkansas
$19.7M 391,345 +17,804 +5%
UWPG
8
Ullmann Wealth Partners Group
Florida
$17M 337,663 +15,505 +5%
LPL Financial
9
LPL Financial
California
$16.2M 322,859 +22,537 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.9M 255,898 +61,385 +32%
KIM
11
Kestra Investment Management
Texas
$12.2M 242,807 +55,906 +30%
PDL
12
Portfolio Design Labs
California
$11.1M 220,723 +139,268 +171%
SFA
13
Source Financial Advisors
New York
$9.13M 181,370 +47,335 +35%
AG
14
Ascent Group
Virginia
$9.11M 181,117 +122,387 +208%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$8.79M 174,677 +264 +0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.89M 156,881 +85,559 +120%
PHWM
17
Pine Harbor Wealth Management
Maryland
$7.71M 153,263 +11,642 +8%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$7.56M 150,223 +2,729 +2%
SMG
19
Smart Money Group
Texas
$7.48M 149,201 -350 -0.2%
QWP
20
Quotient Wealth Partners
Texas
$6.98M 138,743 +14,559 +12%
Morgan Stanley
21
Morgan Stanley
New York
$6.51M 129,398 -9,504 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.49M 109,101 +2,649 +2%
CAM
23
Clarity Asset Management
Iowa
$4.93M 97,914 +97,914 New
NA
24
NewEdge Advisors
Louisiana
$4.88M 97,040 +14,914 +18%
Corient Private Wealth
25
Corient Private Wealth
Florida
$4.02M 79,968 +3,182 +4%
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