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BlackRock Short Maturity Municipal Bond ETF

95 hedge funds and large institutions have $216M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

15.78% more ownership

Funds ownership: 66.33%82.11% (+16%)

11% more capital invested

Capital invested by funds: $194M → $216M (+$21.1M)

0% more funds holding

Funds holding: 9595 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
30
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$1.89M -$10.2M -204,407 -84%
Stifel Financial
27
Stifel Financial
Missouri
$1.73M +$46K +921 +3%
5L
28
55I LLC
Massachusetts
$1.7M -$475K -9,511 -22%
GL
29
Graypoint LLC
New York
$1.65M -$343K -6,872 -17%
SPC
30
Sigma Planning Corp
Michigan
$1.59M +$1.2K +24 +0.1%
IIL
31
Insight Inv LLC
California
$1.54M +$74.9K +1,500 +5%
HFW
32
Horizon Family Wealth
Illinois
$1.49M +$50.5K +1,012 +3%
KL
33
KWMG LLC
Kansas
$1.48M +$343K +6,869 +30%
UBS Group
34
UBS Group
Switzerland
$1.32M -$147K -2,950 -10%
GF
35
Gries Financial
Ohio
$1.27M
Mariner
36
Mariner
Kansas
$1.19M -$188K -3,772 -14%
4WM
37
4J Wealth Management
Virginia
$1.19M -$24.3K -487 -2%
SFO
38
Stokes Family Office
Louisiana
$1.08M +$394K +7,895 +57%
DCM
39
Donaldson Capital Management
Indiana
$1.05M +$79.8K +1,599 +8%
PFA
40
Professional Financial Advisors
Nebraska
$962K +$250 +5 +0%
AWS
41
Atria Wealth Solutions
New York
$909K +$912K +18,271 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$819K -$117K -2,338 -12%
ECM
43
Evergreen Capital Management
Washington
$751K
OPS
44
Orion Portfolio Solutions
Nebraska
$738K +$513K +10,280 +226%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$732K -$533K -10,688 -42%
Citadel Advisors
46
Citadel Advisors
Florida
$706K +$708K +14,181 New
SF
47
Synovus Financial
Georgia
$690K -$81.2K -1,627 -10%
TCM
48
TD Capital Management
Tennessee
$629K -$575K -11,516 -48%
C1AG
49
Client 1st Advisory Group
Florida
$629K
AWM
50
AE Wealth Management
Kansas
$599K +$337K +6,759 +128%