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BlackRock Short Maturity Municipal Bond ETF

114 hedge funds and large institutions have $503M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $410M → $503M (+$92.4M)

8% more funds holding

Funds holding: 106114 (+8)

1.45% more ownership

Funds ownership: 82.61%84.07% (+1.5%)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
39
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.32M +$284K +5,702 +9%
WWM
27
Windsor Wealth Management
Indiana
$3.29M +$347K +6,963 +12%
EWM
28
Elmwood Wealth Management
California
$3.08M -$59.8K -1,200 -2%
SFA
29
Source Financial Advisors
New York
$2.85M -$163K -3,271 -5%
WJA
30
Willis Johnson & Associates
Texas
$2.81M +$2.82M +56,482 New
KCM
31
KM Capital Management
Texas
$2.74M +$862K +17,285 +46%
SSC
32
Syverson Strege & Co
Iowa
$2.69M -$778K -15,600 -22%
OPPS
33
Obsidian Personal Planning Solutions
Maryland
$2.69M +$2.69M +54,029 New
AT
34
Arden Trust
Delaware
$2.66M +$777K +15,587 +41%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.64M +$791K +15,856 +43%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.4M -$1.91M -38,275 -44%
OPS
37
Orion Portfolio Solutions
Nebraska
$2.4M -$1.91M -38,275 -44%
KL
38
KWMG LLC
Kansas
$2.08M +$142K +2,857 +7%
EGA
39
Eagle Global Advisors
Texas
$2M -$504K -10,100 -20%
SPC
40
Sigma Planning Corp
Michigan
$1.85M +$152K +3,055 +9%
AWS
41
Atria Wealth Solutions
New York
$1.75M +$685K +13,731 +64%
SFO
42
Stokes Family Office
Louisiana
$1.75M -$375K -7,527 -18%
HFA
43
Highland Financial Advisors
New Jersey
$1.71M +$1.1K +22 +0.1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.7M +$520K +10,428 +44%
JSA
45
Jacobson & Schmitt Advisors
Wisconsin
$1.63M +$178K +3,575 +12%
BA
46
Bridge Advisory
California
$1.6M +$1.6M +32,117 New
PCA
47
Prosperity Capital Advisors
Ohio
$1.48M -$94.7K -1,900 -6%
Stifel Financial
48
Stifel Financial
Missouri
$1.47M
BPA
49
Beacon Pointe Advisors
California
$1.36M
OCM
50
One Capital Management
California
$1.26M -$6.98K -140 -0.6%