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BlackRock Intermediate Muni Income Bond ETF

24 hedge funds and large institutions have $20.4M invested in BlackRock Intermediate Muni Income Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

78% more capital invested

Capital invested by funds: $11.4M → $20.4M (+$8.92M)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

26% more funds holding

Funds holding: 1924 (+5)

9.73% more ownership

Funds ownership: 60.72%70.45% (+9.7%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Forte Asset Management
New York
$3.01M +$2.98M +125,000 New
HighTower Advisors
2
HighTower Advisors
Illinois
$2.7M +$14.3K +598 +0.5%
SWM
3
StoneCrest Wealth Management
Arizona
$1.55M +$1.54M +64,531 New
Jane Street
4
Jane Street
New York
$1.44M +$1.43M +59,700 New
NA
5
NewEdge Advisors
Louisiana
$1.25M -$19.5K -815 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.16M +$343K +14,375 +43%
SI
7
SimpliFi Inc
California
$1.08M
CF
8
Cyr Financial
Illinois
$949K +$179K +7,506 +24%
BAM
9
Belpointe Asset Management
Nevada
$924K +$916K +38,375 New
SAI
10
Savvy Advisors Inc
New York
$847K +$35.3K +1,479 +4%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$783K -$18K -753 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$703K +$253K +10,593 +57%
P
13
&Partners
Tennessee
$685K +$679K +28,448 New
LWMNY
14
Landmark Wealth Management (New York)
New York
$498K -$54.7K -2,292 -10%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$482K
SSC
16
Syverson Strege & Co
Iowa
$477K
MCM
17
Mattern Capital Management
Colorado
$441K -$8.24K -345 -2%
Truist Financial
18
Truist Financial
North Carolina
$362K -$26.1K -1,092 -7%
CHA
19
Carmichael Hill & Associates
Maryland
$256K +$41.4K +1,733 +19%
PAWA
20
Palo Alto Wealth Advisors
California
$207K +$207K +8,665 New
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$195K +$194K +8,112 New
CAL
22
Capital Advisors Ltd
Ohio
$185K -$100K -4,188 -35%
Osaic Holdings
23
Osaic Holdings
Arizona
$151K +$239 +10 +0.2%
CFD
24
Creative Financial Designs
Indiana
$20.5K +$167 +7 +0.8%
JP Morgan Chase
25
JP Morgan Chase
New York
-$165 -7 Closed

INMU Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Intermediate Muni Income Bond ETF (INMU) for Q3 2024, worth a combined $20.4M — up 78% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new INMU positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Forte Asset Management, opening a new position worth an estimated $2.98M. The largest seller was Capital Advisors Ltd, cutting an estimated $100K.

  • 24 institutional investors held BlackRock Intermediate Muni Income Bond ETF (INMU) as of Q3 2024, up from 19 in Q2 2024.
  • Funds reported $20.4M of BlackRock Intermediate Muni Income Bond ETF stock for Q3 2024, up 78% quarter-over-quarter.
  • 7 funds opened new BlackRock Intermediate Muni Income Bond ETF positions in Q3 2024 and 2 closed out, a net change of +5 holders.
  • The largest BlackRock Intermediate Muni Income Bond ETF buyer in Q3 2024 was Forte Asset Management, an estimated $2.98M added.
  • The largest BlackRock Intermediate Muni Income Bond ETF seller in Q3 2024 was Capital Advisors Ltd, an estimated $100K sold.

Based on aggregated 13F filings for Q3 2024.