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BlackRock Short Maturity Municipal Bond ETF
MEAR

172 hedge funds and large institutions have $755M invested in BlackRock Short Maturity Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

75% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 44

25% more capital invested

Capital invested by funds: $605M → $755M (+$150M)

11.49% more ownership

Funds ownership: 79.88% → 91.36% (+11%)

8% more funds holding

Funds holding: 160 → 172 (+12)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
77
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$89.2M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$14.2M
3
RCA
Resonant Capital Advisors
Wisconsin
+$9.04M
4
RWM
Rockwood Wealth Management
Pennsylvania
+$8.71M
5
KIM
Kestra Investment Management
Texas
+$8.42M

Top Sellers

1
SI
Stephens Inc
Arkansas
-$8.51M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$6.15M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.84M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.53M
5
YWM
Yardley Wealth Management
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$97.1M +$89.2M +1,778,668 +1,161%
RWM
2
Rockwood Wealth Management
Pennsylvania
$89.9M +$8.71M +173,778 +11%
RCA
3
Resonant Capital Advisors
Wisconsin
$61.9M +$9.04M +180,348 +17%
Bank of America
4
Bank of America
North Carolina
$47.6M +$1.43M +28,433 +3%
IWC
5
Integrated Wealth Concepts
Massachusetts
$33.9M -$174K -3,479 -0.5%
FG
6
Foster Group
Iowa
$26.1M +$308K +6,142 +1%
KIM
7
Kestra Investment Management
Texas
$23.4M +$8.42M +167,995 +57%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.5M +$6.88M +137,275 +47%
LPL Financial
9
LPL Financial
California
$19.4M +$2.54M +50,715 +15%
UWPG
10
Ullmann Wealth Partners Group
Florida
$18.4M +$915K +18,252 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$15.5M +$23.3K +465 +0.2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$14.3M +$14.2M +284,052 New
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$14M -$6.15M -122,674 -31%
PDL
14
Portfolio Design Labs
California
$12.3M +$439K +8,763 +4%
SI
15
Stephens Inc
Arkansas
$10.6M -$8.51M -169,623 -45%
AG
16
Ascent Group
Virginia
$10.2M +$880K +17,541 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.1M +$1.5M +29,951 +18%
PHWM
18
Pine Harbor Wealth Management
Maryland
$9.16M -$977K -19,483 -10%
SC
19
Savant Capital
Illinois
$8.08M -$1.57M -31,252 -16%
DWM
20
Dynasty Wealth Management
Florida
$7.85M +$631K +12,593 +9%
QWP
21
Quotient Wealth Partners
Texas
$7.81M +$822K +16,384 +12%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$7.43M +$232K +4,631 +3%
SMG
23
Smart Money Group
Texas
$7.13M -$439K -8,754 -6%
NA
24
NewEdge Advisors
Louisiana
$6.03M -$598K -11,934 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.7M -$399K -7,958 -7%
1
2 3 4 5

MEAR Hedge Fund Activity: Q1 2025 in Review

172 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BlackRock Short Maturity Municipal Bond ETF (MEAR) for Q1 2025, worth a combined $755M — up 25% from $605M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MEAR positions and 11 closed out — a net gain of 14 holders — while 77 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $89.2M. The largest seller was Stephens Inc, cutting an estimated $8.51M.

  • 172 institutional investors held BlackRock Short Maturity Municipal Bond ETF (MEAR) as of Q1 2025, up from 160 in Q4 2024.
  • Funds reported $755M of BlackRock Short Maturity Municipal Bond ETF stock for Q1 2025, up 25% quarter-over-quarter.
  • 25 funds opened new BlackRock Short Maturity Municipal Bond ETF positions in Q1 2025 and 11 closed out, a net change of +14 holders.
  • The largest BlackRock Short Maturity Municipal Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $89.2M added.
  • The largest BlackRock Short Maturity Municipal Bond ETF seller in Q1 2025 was Stephens Inc, an estimated $8.51M sold.

Based on aggregated 13F filings for Q1 2025.