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BlackRock Short Maturity Municipal Bond ETF

216 hedge funds and large institutions have $1.08B invested in BlackRock Short Maturity Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

3% more capital invested

Capital invested by funds: $1.04B → $1.08B (+$31.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% less funds holding

Funds holding: 217216 (-1)

1.63% less ownership

Funds ownership: 79.18%77.55% (-1.6%)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
83
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$164M +$2.29M +45,397 +1%
RWM
2
Rockwood Wealth Management
Pennsylvania
$115M +$4.3M +85,260 +4%
RCA
3
Resonant Capital Advisors
Wisconsin
$83.9M +$14.8M +293,492 +21%
Bank of America
4
Bank of America
North Carolina
$71.4M +$12.4M +245,078 +21%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$54M -$20.1M -397,710 -27%
LPL Financial
6
LPL Financial
California
$38.2M +$4.37M +86,697 +13%
IWC
7
Integrated Wealth Concepts
Massachusetts
$33.1M +$290K +5,752 +0.9%
FG
8
Foster Group
Iowa
$29.7M +$1.96M +38,942 +7%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$25.5M +$1.04M +20,709 +4%
UWPG
10
Ullmann Wealth Partners Group
Florida
$21.9M -$490K -9,713 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.6M +$19M +376,871 +725%
EH
12
Equitable Holdings
New York
$19.4M +$19.4M +385,125 New
JP Morgan Chase
13
JP Morgan Chase
New York
$16.6M +$1.54M +30,588 +10%
CA
14
Crewe Advisors
Utah
$15.5M +$15.5M +307,365 New
Osaic Holdings
15
Osaic Holdings
Arizona
$14.9M +$3.26M +64,542 +28%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$11.4M +$5.61M +111,215 +97%
DWM
17
Dynasty Wealth Management
Florida
$11.2M +$2.11M +41,788 +23%
QWP
18
Quotient Wealth Partners
Texas
$10.3M +$958K +18,988 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$9.75M -$48.8K -968 -0.5%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$9.74M -$421K -8,344 -4%
PHWM
21
Pine Harbor Wealth Management
Maryland
$8.81M -$31K -615 -0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.43M -$750K -14,864 -8%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$8.24M -$331K -6,569 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8.05M -$1.13M -22,327 -12%
SMG
25
Smart Money Group
Texas
$7.99M +$1.14M +22,540 +17%