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BlackRock Short Maturity Municipal Bond ETF

134 hedge funds and large institutions have $542M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 114134 (+20)

8% more capital invested

Capital invested by funds: $503M → $542M (+$39.1M)

2.66% more ownership

Funds ownership: 84.07%86.72% (+2.7%)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

Holders
134
Holders Change
+20
Holders Change %
+17.54%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
43
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$3.78M +$302K +6,058 +9%
Stifel Financial
27
Stifel Financial
Missouri
$3.45M +$1.97M +39,476 +134%
1WM
28
1900 Wealth Management
Texas
$3.45M -$3.19M -63,922 -48%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.19M -$557K -11,164 -15%
EWM
30
Elmwood Wealth Management
California
$3.03M -$57.3K -1,150 -2%
UBS Group
31
UBS Group
Switzerland
$2.99M -$1.5M -30,172 -34%
OPPS
32
Obsidian Personal Planning Solutions
Maryland
$2.74M +$43.3K +868 +2%
NA
33
NewEdge Advisors
Louisiana
$2.49M -$843K -16,906 -25%
BCI
34
Brinker Capital Investments
Pennsylvania
$2.4M -$16.7K -335 -0.7%
OPS
35
Orion Portfolio Solutions
Nebraska
$2.4M -$16.7K -335 -0.7%
SSC
36
Syverson Strege & Co
Iowa
$2.33M -$369K -7,399 -14%
KL
37
KWMG LLC
Kansas
$2.25M +$163K +3,270 +8%
KCM
38
KM Capital Management
Texas
$2.17M -$577K -11,574 -21%
WB
39
Webster Bank
Connecticut
$2.11M +$1.9M +38,130 +949%
HFA
40
Highland Financial Advisors
New Jersey
$2.04M +$317K +6,364 +19%
EGA
41
Eagle Global Advisors
Texas
$2.01M
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.97M -$685K -13,738 -26%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.76M +$57.5K +1,154 +3%
AT
44
Arden Trust
Delaware
$1.75M -$918K -18,410 -34%
EMAM
45
Encompass More Asset Management
California
$1.75M +$1.74M +34,951 New
HIF
46
Hill Island Financial
Michigan
$1.69M +$1.68M +33,721 New
JSA
47
Jacobson & Schmitt Advisors
Wisconsin
$1.61M -$31.1K -624 -2%
Creative Planning
48
Creative Planning
Kansas
$1.54M +$542K +10,860 +55%
WJA
49
Willis Johnson & Associates
Texas
$1.49M -$1.33M -26,656 -47%
PCA
50
Prosperity Capital Advisors
Ohio
$1.46M -$24.4K -489 -2%