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BlackRock Short Maturity Municipal Bond ETF

111 hedge funds and large institutions have $429M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

8% more capital invested

Capital invested by funds: $397M → $429M (+$32.1M)

5% more funds holding

Funds holding: 106111 (+5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

67.75% less ownership

Funds ownership: 149.08%81.33% (-68%)

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
46
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$2.2M -$165K -3,315 -7%
AWM
27
AE Wealth Management
Kansas
$1.96M +$655K +13,167 +50%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.95M +$1.69M +34,031 +661%
Stifel Financial
29
Stifel Financial
Missouri
$1.85M +$32.8K +659 +2%
SFA
30
Source Financial Advisors
New York
$1.83M +$1.58M +31,858 +634%
BPA
31
Beacon Pointe Advisors
California
$1.78M -$149K -3,000 -8%
KL
32
KWMG LLC
Kansas
$1.74M +$193K +3,873 +12%
SPC
33
Sigma Planning Corp
Michigan
$1.68M +$497 +10 +0%
Creative Planning
34
Creative Planning
Kansas
$1.67M -$413K -8,302 -20%
AG
35
Ascent Group
Virginia
$1.5M +$319K +6,423 +27%
AWS
36
Atria Wealth Solutions
New York
$1.43M -$28K -563 -2%
HFA
37
Highland Financial Advisors
New Jersey
$1.39M +$1.39M +27,889 New
IIL
38
Insight Inv LLC
California
$1.29M -$198K -3,985 -13%
GF
39
Gries Financial
Ohio
$1.27M
AI
40
Atria Investments
North Carolina
$1.26M +$41.6K +836 +3%
SFS
41
Sowell Financial Services
Arkansas
$1.26M +$1.26M +25,390 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.22M +$503K +10,126 +70%
4WM
43
4J Wealth Management
Virginia
$1.21M +$2.83K +57 +0.2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.18M -$1.03M -20,682 -47%
GL
45
Graypoint LLC
New York
$1.11M -$96.8K -1,948 -8%
KNFPWM
46
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.1M +$1.1M +22,093 New
MCI
47
MRP Capital Investments
Georgia
$1.09M +$1.09M +21,834 New
LNC
48
Lincoln National Corp
Pennsylvania
$1.09M -$140K -2,824 -11%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.06M -$429K -8,629 -29%
Truist Financial
50
Truist Financial
North Carolina
$1.06M -$2.44M -49,120 -70%