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BlackRock Intermediate Muni Income Bond ETF

23 hedge funds and large institutions have $18.3M invested in BlackRock Intermediate Muni Income Bond ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2123 (+2)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

7% less ownership

Funds ownership: 71.68%64.69% (-7%)

42% less capital invested

Capital invested by funds: $31.7M → $18.3M (-$13.4M)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.73M -$4.67M -198,935 -45%
HighTower Advisors
2
HighTower Advisors
Illinois
$3.77M -$53.5K -2,279 -1%
TC
3
Telemus Capital
Michigan
$1.17M -$1.38M -58,795 -54%
FTUS
4
Flow Traders U.S.
New York
$1.02M +$356K +15,139 +54%
SSC
5
Syverson Strege & Co
Iowa
$795K
CAN
6
Cetera Advisor Networks
California
$789K +$62.6K +2,666 +9%
LWMNY
7
Landmark Wealth Management (New York)
New York
$673K +$123K +5,219 +22%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$641K +$638K +27,147 New
BPA
9
Beacon Pointe Advisors
California
$555K -$11.7K -500 -2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$471K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$454K +$452K +19,258 New
MCM
12
Mattern Capital Management
Colorado
$428K +$7.56K +322 +2%
MW
13
MBL Wealth
North Carolina
$399K +$42.3K +1,800 +12%
MCA
14
MSH Capital Advisors
Arizona
$299K +$1.78K +76 +0.6%
CAL
15
Capital Advisors Ltd
Ohio
$280K
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$278K +$277K +11,778 New
CHA
17
Carmichael Hill & Associates
Maryland
$250K -$22.8K -969 -8%
NA
18
NewEdge Advisors
Louisiana
$201K
UBS Group
19
UBS Group
Switzerland
$46.2K -$33.5K -1,425 -42%
Osaic Holdings
20
Osaic Holdings
Arizona
$28.2K +$7.4K +315 +36%
VCM
21
Vigilant Capital Management
Maine
$20K +$12.4K +530 +171%
JP Morgan Chase
22
JP Morgan Chase
New York
$14K -$9.39M -399,890 -100%
GWMI
23
Guardian Wealth Management (Illinois)
Illinois
$170 -$51.3K -2,184 -100%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
-$290K -5,000 Closed

INMU Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Intermediate Muni Income Bond ETF (INMU) for Q1 2023, worth a combined $18.3M — down 42% from $31.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new INMU positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $638K. The largest seller was JP Morgan Chase, cutting an estimated $9.39M.

  • 23 institutional investors held BlackRock Intermediate Muni Income Bond ETF (INMU) as of Q1 2023, up from 21 in Q4 2022.
  • Funds reported $18.3M of BlackRock Intermediate Muni Income Bond ETF stock for Q1 2023, down 42% quarter-over-quarter.
  • 3 funds opened new BlackRock Intermediate Muni Income Bond ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
  • The largest BlackRock Intermediate Muni Income Bond ETF buyer in Q1 2023 was Bank of Montreal, an estimated $638K added.
  • The largest BlackRock Intermediate Muni Income Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $9.39M sold.

Based on aggregated 13F filings for Q1 2023.