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BlackRock Short Maturity Municipal Bond ETF

140 hedge funds and large institutions have $548M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

5% more funds holding

Funds holding: 133140 (+7)

2% more capital invested

Capital invested by funds: $539M → $548M (+$9.17M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.21% less ownership

Funds ownership: 85.04%82.83% (-2.2%)

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
63
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$3.82M -$18.4K -368 -0.5%
UBS Group
27
UBS Group
Switzerland
$3.67M +$1.04M +20,759 +40%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.58M +$669K +13,366 +23%
KAS
29
Kestra Advisory Services
Texas
$3.39M +$2.38M +47,494 +235%
WJA
30
Willis Johnson & Associates
Texas
$3.11M +$1.12M +22,466 +57%
AG
31
Ascent Group
Virginia
$2.95M +$120K +2,390 +4%
AT
32
Arden Trust
Delaware
$2.91M +$1.06M +21,242 +58%
SPC
33
Sigma Planning Corp
Michigan
$2.86M +$314K +6,266 +12%
OPPS
34
Obsidian Personal Planning Solutions
Maryland
$2.81M +$23.3K +465 +0.8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.7M +$74.7K +1,492 +3%
KCM
36
KM Capital Management
Texas
$2.42M -$1.32M -26,473 -35%
JSA
37
Jacobson & Schmitt Advisors
Wisconsin
$2.4M +$714K +14,271 +42%
KL
38
KWMG LLC
Kansas
$2.4M +$20.6K +411 +0.9%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.3M +$39.9K +798 +2%
OPS
40
Orion Portfolio Solutions
Nebraska
$2.3M +$39.9K +798 +2%
Truist Financial
41
Truist Financial
North Carolina
$2.24M +$333K +6,660 +18%
BlackRock
42
BlackRock
New York
$2.2M -$20.2M -404,391 -90%
EWM
43
Elmwood Wealth Management
California
$2.16M -$984K -19,670 -31%
WB
44
Webster Bank
Connecticut
$2.11M
EGA
45
Eagle Global Advisors
Texas
$2.01M
HFA
46
Highland Financial Advisors
New Jersey
$1.99M +$258K +5,151 +15%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.77M +$36.8K +736 +2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.77M +$24.9K +497 +1%
Stifel Financial
49
Stifel Financial
Missouri
$1.76M -$419K -8,381 -19%
HIF
50
Hill Island Financial
Michigan
$1.72M +$15.8K +315 +0.9%