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BlackRock Short Maturity Municipal Bond ETF

56 hedge funds and large institutions have $84.2M invested in BlackRock Short Maturity Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

4% less capital invested

Capital invested by funds: $87.6M → $84.2M (-$3.38M)

2% less funds holding

Funds holding: 5756 (-1)

2.05% less ownership

Funds ownership: 49.72%47.67% (-2.1%)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
20
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$680K -$202K -4,046 -23%
NFG
27
Next Financial Group
Texas
$537K +$380K +7,600 +245%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$521K
IA
29
Independence Advisors
Pennsylvania
$501K
CAN
30
Cetera Advisor Networks
California
$492K +$103K +2,066 +27%
Mariner
31
Mariner
Kansas
$459K +$245K +4,900 +115%
GRP
32
Global Retirement Partners
California
$434K -$4.7K -94 -1%
GIA
33
GHP Investment Advisors
Colorado
$391K +$390K +7,800 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$350K -$165K -3,300 -32%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$336K +$47.5K +950 +17%
WCM
36
Windsor Capital Management
Arizona
$323K +$21.7K +434 +7%
FM
37
Foster & Motley
Ohio
$292K -$352K -7,036 -55%
CWM
38
Cornerstone Wealth Management
Missouri
$287K +$288K +5,749 New
JIP
39
Jaffetilchin Investment Partners
Florida
$285K +$284K +5,677 New
BP
40
BBR Partners
New York
$282K
SFG
41
SNS Financial Group
Minnesota
$254K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$230K
AIC
43
Archer Investment Corporation
Indiana
$201K
Morgan Stanley
44
Morgan Stanley
New York
$186K
BFEC
45
Benjamin F. Edwards & Company
Missouri
$182K +$47.2K +944 +35%
CWA
46
Clarus Wealth Advisors
Arizona
$150K
WCG
47
Weaver Consulting Group
California
$133K
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$97K -$35.1K -702 -27%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$94K +$24.3K +486 +35%
CFA
50
Carroll Financial Associates
North Carolina
$72K