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BlackRock Short Maturity Municipal Bond ETF

104 hedge funds and large institutions have $270M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $216M → $270M (+$54.4M)

10.7% more ownership

Funds ownership: 82.11%92.81% (+11%)

9% more funds holding

Funds holding: 95104 (+9)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
35
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.39M -$683K -13,754 -22%
EGA
27
Eagle Global Advisors
Texas
$2.38M
FFN
28
Focus Financial Network
Minnesota
$2.26M +$271K +5,446 +14%
SFO
29
Stokes Family Office
Louisiana
$2.21M +$1.13M +22,739 +105%
EWM
30
Elmwood Wealth Management
California
$2.04M +$59.6K +1,200 +3%
BCI
31
Brinker Capital Investments
Pennsylvania
$1.86M -$2.85M -57,320 -60%
UBS Group
32
UBS Group
Switzerland
$1.77M +$454K +9,145 +34%
SPC
33
Sigma Planning Corp
Michigan
$1.67M +$72.2K +1,454 +5%
Stifel Financial
34
Stifel Financial
Missouri
$1.61M -$115K -2,320 -7%
ACK
35
Andrew C. Karlinski
$1.58M +$1.58M +31,808 New
IIL
36
Insight Inv LLC
California
$1.49M -$49.7K -1,000 -3%
KL
37
KWMG LLC
Kansas
$1.46M -$10.4K -210 -0.7%
AWS
38
Atria Wealth Solutions
New York
$1.41M +$496K +9,979 +55%
GL
39
Graypoint LLC
New York
$1.4M -$247K -4,979 -15%
RBC
40
Roble Belko & Company
Pennsylvania
$1.26M +$755K +15,196 +150%
Mariner
41
Mariner
Kansas
$1.23M +$38.7K +779 +3%
LNC
42
Lincoln National Corp
Pennsylvania
$1.23M +$1.22M +24,654 New
4WM
43
4J Wealth Management
Virginia
$1.19M -$1.09K -22 -0.1%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.16M +$665K +13,393 +135%
PAG
45
Private Advisor Group
New Jersey
$1.15M +$837K +16,854 +270%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$1.13M +$401K +8,066 +55%
DCM
47
Donaldson Capital Management
Indiana
$1.02M -$26.8K -539 -3%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$824K +$6.16K +124 +0.8%
OCM
49
One Capital Management
California
$813K +$813K +16,366 New
AWM
50
AE Wealth Management
Kansas
$786K +$188K +3,778 +31%