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BlackRock Short Maturity Municipal Bond ETF

102 hedge funds and large institutions have $173M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

24% more funds holding

Funds holding: 82102 (+20)

14% more capital invested

Capital invested by funds: $152M → $173M (+$21.4M)

4.51% more ownership

Funds ownership: 57.69%62.2% (+4.5%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

Holders
102
Holders Change
+20
Holders Change %
+24.39%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
30
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Berman Capital Advisors
Georgia
$1.56M -$4.72K -94 -0.3%
Mariner
27
Mariner
Kansas
$1.52M -$24.9K -497 -2%
DCM
28
Donaldson Capital Management
Indiana
$1.41M -$80.3K -1,600 -5%
SPC
29
Sigma Planning Corp
Michigan
$1.41M +$180K +3,590 +15%
Morgan Stanley
30
Morgan Stanley
New York
$1.31M +$895K +17,833 +215%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.31M -$1.2M -24,000 -48%
WP
32
WealthSource Partners
California
$1.25M +$1.25M +24,815 New
CAN
33
Cetera Advisor Networks
California
$1.24M +$134K +2,669 +12%
TFA
34
Tobias Financial Advisors
Florida
$1.22M +$189K +3,760 +18%
4WM
35
4J Wealth Management
Virginia
$1.2M +$1.2M +23,845 New
AC
36
Avestar Capital
New York
$1.05M -$251K -5,000 -19%
NFG
37
Next Financial Group
Texas
$988K -$80.3K -1,600 -8%
RCM
38
Requisite Capital Management
Texas
$980K -$2.56M -50,950 -72%
SWP
39
Stratos Wealth Partners
Ohio
$971K -$22.1M -441,106 -96%
WF
40
Williams Financial
Vermont
$949K +$948K +18,886 New
PAS
41
Park Avenue Securities
New York
$901K +$900K +17,928 New
JP Morgan Chase
42
JP Morgan Chase
New York
$899K +$33.9K +676 +4%
GSC
43
G&S Capital
Colorado
$868K +$867K +17,275 New
TCM
44
TD Capital Management
Tennessee
$865K -$124K -2,465 -13%
ECM
45
Evergreen Capital Management
Washington
$809K +$231K +4,600 +40%
RWMH
46
Riverpoint Wealth Management Holdings
Illinois
$795K +$29.5K +588 +4%
DADC
47
D.A. Davidson & Co
Montana
$745K +$744K +14,829 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$733K +$49.1K +978 +7%
CIAS
49
CFS Investment Advisory Services
New Jersey
$713K +$713K +14,198 New
RJA
50
Raymond James & Associates
Florida
$685K -$331K -6,595 -33%