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BlackRock Short Maturity Municipal Bond ETF

106 hedge funds and large institutions have $397M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56.27% more ownership

Funds ownership: 92.81%149.08% (+56%)

47% more capital invested

Capital invested by funds: $270M → $397M (+$127M)

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 104106 (+2)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
39
Reduced
30
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$2.36M +$499K +10,035 +27%
EWM
27
Elmwood Wealth Management
California
$2.28M +$249K +5,000 +12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.21M -$654K -13,136 -23%
SFO
29
Stokes Family Office
Louisiana
$2.11M -$96.2K -1,934 -4%
Creative Planning
30
Creative Planning
Kansas
$2.08M -$302K -6,065 -13%
BPA
31
Beacon Pointe Advisors
California
$1.92M -$4.41M -88,660 -70%
Stifel Financial
32
Stifel Financial
Missouri
$1.82M +$204K +4,101 +13%
SPC
33
Sigma Planning Corp
Michigan
$1.68M +$14.9K +299 +0.9%
KL
34
KWMG LLC
Kansas
$1.54M +$84K +1,689 +6%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.49M +$335K +6,732 +29%
IIL
36
Insight Inv LLC
California
$1.49M -$746 -15 -0.1%
AWS
37
Atria Wealth Solutions
New York
$1.46M +$53.3K +1,072 +4%
ACK
38
Andrew C. Karlinski
$1.45M -$125K -2,518 -8%
OCM
39
One Capital Management
California
$1.39M +$576K +11,583 +71%
AWM
40
AE Wealth Management
Kansas
$1.31M +$524K +10,523 +67%
GF
41
Gries Financial
Ohio
$1.27M +$1.28M +25,630 New
LNC
42
Lincoln National Corp
Pennsylvania
$1.22M
AI
43
Atria Investments
North Carolina
$1.22M +$1.22M +24,553 New
GL
44
Graypoint LLC
New York
$1.21M -$195K -3,920 -14%
4WM
45
4J Wealth Management
Virginia
$1.2M +$18.1K +364 +2%
AG
46
Ascent Group
Virginia
$1.18M +$890K +17,895 +308%
Bessemer Group
47
Bessemer Group
New Jersey
$1.09M +$1.09M +21,902 New
Mariner
48
Mariner
Kansas
$925K -$302K -6,065 -25%
OIA
49
OneDigital Investment Advisors
Kansas
$870K +$871K +17,517 New
AC
50
Avestar Capital
New York
$843K +$844K +16,974 New