BlackRock Short Maturity Municipal Bond

MEAR • BATS

BlackRock Short Maturity Municipal Bond is an exchange-traded fund on BATS. As of Q3 2025, 187 institutional investors hold shares in this ETF, with total holdings valued at $959.5M. MORGAN STANLEY is the largest holder with a position valued at $172.7M.

Overview

Overview of institutional ownership in MEAR as of Q3 2025

All Institutions

Institutions: 187
Value Held: $959.5M
Shares Held: 19.0M
Avg Position: $5.1M
Median Position: $954.6K

Hedge Funds

Hedge Funds: 2
Value Held: $2.5M
Shares Held: 50.0K
Avg Position: $1.3M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in MEAR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$172.7M 0.01% of portfolio	3.4M shares	Q3 2018 Held for 7y 2m	$1.65T
Rockwood Wealth Management, LLC RIA/Wealth	James A Smith CIO	$102.4M 8.19% of portfolio	2.0M shares	Q3 2022 Held for 3y 2m	$1.2B
Resonant Capital Advisors, LLC RIA/Wealth	Benjamin Nathan Dickey CEO	$69.3M 4.04% of portfolio	1.4M shares	Q3 2023 Held for 2y 2m	$1.7B
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	James Fielding Miller CEO	$63.6M 0.13% of portfolio	1.3M shares	Q1 2025 Held for 8 months	$48.9B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$54.6M 0.00% of portfolio	1.1M shares	Q1 2015 Held for 10y 8m	$1.33T
Integrated Wealth Concepts LLC RIA/Wealth	Paul Anton Saganey Founder	$33.2M 0.30% of portfolio	657.8K shares	Q2 2020 Held for 5y 5m	$11.1B
L LPL Financial LLC Institution	-	$30.8M 0.01% of portfolio	610.0K shares	Q4 2017 Held for 7y 11m	$340.07B
Foster Group, Inc. RIA/Wealth	Gregory John Olsen CEO	$26.6M 0.84% of portfolio	527.3K shares	Q1 2023 Held for 2y 8m	$3.2B
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	$23.9M 0.64% of portfolio	472.3K shares	Q2 2024 Held for 1y 5m	$3.7B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$23.2M 0.01% of portfolio	460.3K shares	Q1 2019 Held for 6y 8m	$341.99B

Net Capital Flow

Institutional buying and selling activity for MEAR in Q3 2025

Traded: +$86.0M
Buyers: 104
Sellers: 62
Total Bought: +$116.0M
Total Sold: −$30.0M
Avg Position: $4.9M

Biggest Buyers

Institution	Net Bought	Current Position
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	+$34.1M +674.2K shares	$63.6M 1.3M shares
MORGAN STANLEY RIA/Wealth	+$15.9M +314.2K shares	$172.7M 3.4M shares
Resonant Capital Advisors, LLC RIA/Wealth	+$7.0M +139.6K shares	$69.3M 1.4M shares
Rockwood Wealth Management, LLC RIA/Wealth	+$6.0M +119.3K shares	$102.4M 2.0M shares
HighTower Advisors, LLC RIA/Wealth	+$5.5M +109.1K shares	$9.8M 194.4K shares
L LPL Financial LLC Institution	+$5.2M +102.4K shares	$30.8M 610.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$2.7M +53.1K shares	$2.7M 53.1K shares
Cetera Investment Advisers RIA/Wealth	+$2.6M +51.2K shares	$10.3M 203.8K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$2.4M +47.5K shares	$23.2M 460.3K shares
Dynasty Wealth Management, LLC Fund of Funds	+$2.1M +42.1K shares	$9.9M 196.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$3.7M −74.1K shares	$2.9M 56.9K shares
BANK OF AMERICA CORP /DE/ Institution	−$3.5M −68.9K shares	$54.6M 1.1M shares
Skyline Advisors, Inc. RIA/Wealth	−$3.0M −58.5K shares	$331.4K 6.6K shares
STEPHENS INC /AR/ RIA/Wealth	−$2.2M −43.3K shares	$8.7M 171.6K shares
Sovran Advisors, LLC RIA/Wealth	−$1.9M −37.3K shares	$2.0M 39.4K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$1.1M −21.9K shares	$8.2M 162.7K shares
DONALDSON CAPITAL MANAGEMENT, LLC RIA/Wealth	−$1.1M −21.2K shares	$3.7M 73.8K shares
T Tower Research Capital LLC Institution	−$995.2K −19.8K shares	Sold Off 0 shares
Goss Wealth Management LLC RIA/Wealth	−$971.3K −19.2K shares	$5.5M 109.6K shares
Buckingham Strategic Partners RIA/Wealth	−$952.6K −19.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MEAR in Q3 2025

New Positions: 12
New Value: $5.0M
Exited Positions: 9
Exited Value: $2.9M

New Positions

Institution	Position Value
Bellecapital International Ltd. RIA/Wealth	$1.0M 19.9K shares
NGAM ADVISORS, L.P. Long Only Manager	$919.6K 18.2K shares
Brookwood Investment Group LLC RIA/Wealth	$669.6K 13.3K shares
V Vise Technologies, Inc. Institution	$550.4K 10.9K shares
LEIGH BALDWIN & CO., LLC RIA/Wealth	$535.8K 9.6K shares
Heritage Wealth Management, Inc./Texas RIA/Wealth	$293.4K 5.8K shares
MAI Wealth Advisors RIA/Wealth	$272.9K 5.4K shares
We Are One Seven, LLC RIA/Wealth	$244.2K 4.8K shares
Independent Wealth Network Inc. RIA/Wealth	$210.6K 4.2K shares
T TWO SIGMA SECURITIES, LLC Institution	$208.3K 4.1K shares

Exited Positions

Institution	Previous Position
T Tower Research Capital LLC Institution	$995.2K 19.8K shares
Buckingham Strategic Partners RIA/Wealth	$952.6K 19.0K shares
P PEOPLES BANK NATIONAL ASSOCIATION Institution	$248.1K 4.9K shares
E EVERGREEN CAPITAL MANAGEMENT LLC Institution	$241.3K 4.8K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$213.4K 4.2K shares
W WealthTrak Capital Management LLC RIA/Wealth	$105.7K 2.1K shares
Financial Management Professionals, Inc. RIA/Wealth	$89.6K 1.8K shares
Opal Wealth Advisors, LLC RIA/Wealth	$29.8K 593.0 shares
Briaud Financial Planning, Inc RIA/Wealth	$10.3K 204.0 shares

Options Activity

Institutions with the largest Call and Put options positions in MEAR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MEAR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Rockwood Wealth Management, LLC RIA/Wealth	James A Smith CIO	8.19% $102.4M	2.0M shares	Q3 2022 Held for 3y 2m	$1.2B
Smart Money Group LLC RIA/Wealth	James Roy Kennedy Managing Partner	5.05% $6.7M	133.0K shares	Q3 2023 Held for 2y 2m	$133.1M
Resonant Capital Advisors, LLC RIA/Wealth	Benjamin Nathan Dickey CEO	4.04% $69.3M	1.4M shares	Q3 2023 Held for 2y 2m	$1.7B
P Pine Harbor Wealth Management, LLC RIA/Wealth	Steve John Aguiar Executive	3.04% $9.5M	187.8K shares	Q4 2023 Held for 1y 11m	$311.7M
Ullmann Financial Group, Inc. Institution	Glenn Michael Ullmann Founder	2.50% $22.8M	452.0K shares	Q2 2023 Held for 2y 5m	$914.8M
Keystone Financial Group, Inc. RIA/Wealth	Timothy S Jenkins Partner	2.45% $4.1M	81.3K shares	Q4 2024 Held for 11 months	$167.8M
Clarity Asset Management, Inc. RIA/Wealth	Donald Lee Erickson CEO	1.80% $3.2M	63.3K shares	Q3 2024 Held for 1y 2m	$178.0M
Elmwood Wealth Management, Inc. RIA/Wealth	Robert Christopher Gillooly CEO	1.47% $4.1M	81.4K shares	Q4 2021 Held for 3y 11m	$279.6M
Alexander Randolph Advisory, Inc. RIA/Wealth	Gary William Schlaffer Chairman	1.31% $1.6M	31.5K shares	Q4 2023 Held for 1y 11m	$121.3M
O Obsidian Personal Planning Solutions LLC RIA/Wealth	Patrick Kenneth Carroll CCO	1.20% $3.5M	68.4K shares	Q3 2023 Held for 2y 2m	$287.8M

Hedge Fund Spotlight

Discover hedge funds investing in MEAR

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock Short Maturity Municipal Bond

Market Value: $676.4K
Shares Held: 13.4K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%