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BlackRock Short Maturity Municipal Bond ETF

145 hedge funds and large institutions have $588M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $548M → $588M (+$39.5M)

4% more funds holding

Funds holding: 140145 (+5)

1.69% less ownership

Funds ownership: 82.83%81.13% (-1.7%)

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
16
Increased
63
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$4.01M +$181K +3,603 +5%
IIC
27
Integrated Investment Consultants
Michigan
$3.9M -$442K -8,800 -10%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.88M -$556K -11,071 -13%
WJA
29
Willis Johnson & Associates
Texas
$3.39M +$267K +5,326 +9%
OPPS
30
Obsidian Personal Planning Solutions
Maryland
$3.15M +$338K +6,732 +12%
SPC
31
Sigma Planning Corp
Michigan
$3.1M +$229K +4,564 +8%
EWM
32
Elmwood Wealth Management
California
$2.99M +$815K +16,240 +38%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.95M +$1.17M +23,394 +66%
UBS Group
34
UBS Group
Switzerland
$2.95M -$731K -14,551 -20%
WB
35
Webster Bank
Connecticut
$2.95M +$828K +16,494 +39%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.84M +$2.42M +48,198 +582%
KL
37
KWMG LLC
Kansas
$2.52M +$110K +2,198 +5%
JSA
38
Jacobson & Schmitt Advisors
Wisconsin
$2.45M +$38.2K +760 +2%
Betterment LLC
39
Betterment LLC
New York
$2.3M +$2.3M +45,760 New
BCI
40
Brinker Capital Investments
Pennsylvania
$2.09M -$212K -4,216 -9%
OPS
41
Orion Portfolio Solutions
Nebraska
$2.09M -$212K -4,216 -9%
Stifel Financial
42
Stifel Financial
Missouri
$2.05M +$280K +5,574 +16%
BlackRock
43
BlackRock
New York
$2.04M -$166K -3,301 -8%
EGA
44
Eagle Global Advisors
Texas
$2.02M
DCM
45
Donaldson Capital Management
Indiana
$2.01M +$728K +14,500 +57%
HFA
46
Highland Financial Advisors
New Jersey
$2M +$8.79K +175 +0.4%
MWM
47
Modern Wealth Management
Kansas
$1.83M +$210K +4,176 +13%
HIF
48
Hill Island Financial
Michigan
$1.74M +$14.4K +287 +0.8%
FCA
49
FinTrust Capital Advisors
South Carolina
$1.73M +$923K +18,385 +115%
PCA
50
Prosperity Capital Advisors
Ohio
$1.72M +$345K +6,873 +25%