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BlackRock Short Maturity Municipal Bond ETF

85 hedge funds and large institutions have $189M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

20% more capital invested

Capital invested by funds: $158M → $189M (+$30.9M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5.51% more ownership

Funds ownership: 59.45%64.95% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 8685 (-1)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
36
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.74M +$249K +4,960 +17%
GL
27
Graypoint LLC
New York
$1.65M -$9.94K -198 -0.6%
Mariner
28
Mariner
Kansas
$1.41M -$167K -3,328 -11%
SPC
29
Sigma Planning Corp
Michigan
$1.36M +$43.6K +869 +3%
5L
30
55I LLC
Massachusetts
$1.34M +$372K +7,414 +39%
GF
31
Gries Financial
Ohio
$1.29M +$1.29M +25,630 New
4WM
32
4J Wealth Management
Virginia
$1.22M -$13.9K -277 -1%
TCM
33
TD Capital Management
Tennessee
$1.16M +$324K +6,446 +38%
SF
34
Synovus Financial
Georgia
$1.15M +$402 +8 +0%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.15M +$1.15M +22,849 New
NFG
36
Next Financial Group
Texas
$1.02M +$138K +2,753 +16%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.02M -$31.5K -627 -3%
Citadel Advisors
38
Citadel Advisors
Florida
$1M -$1.21M -24,100 -55%
RCM
39
Requisite Capital Management
Texas
$979K
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$942K -$81.1K -1,616 -8%
DCM
41
Donaldson Capital Management
Indiana
$923K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$779K +$132K +2,620 +20%
WCM
43
Windsor Capital Management
Arizona
$769K -$61.1K -1,217 -7%
ECM
44
Evergreen Capital Management
Washington
$757K
KL
45
KWMG LLC
Kansas
$754K +$199K +3,973 +36%
MML Investors Services
46
MML Investors Services
Massachusetts
$725K -$25.3K -505 -3%
SW
47
SteelPeak Wealth
California
$711K +$20.1K +400 +3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$684K +$42.1K +838 +7%
Morgan Stanley
49
Morgan Stanley
New York
$665K +$28.3K +563 +4%
C1AG
50
Client 1st Advisory Group
Florida
$634K