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BlackRock Short Maturity Municipal Bond ETF

77 hedge funds and large institutions have $138M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
24
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$348K
AIS
52
Accurate Investment Solutions
Pennsylvania
$348K
CWS
53
Cypress Wealth Services
California
$344K -$83.9K -1,686 -20%
IA
54
IFP Advisors
Florida
$343K +$37.3K +749 +12%
MML Investors Services
55
MML Investors Services
Massachusetts
$314K -$399K -8,018 -56%
SFS
56
Sowell Financial Services
Arkansas
$300K +$295K +5,921 +5,482%
FM
57
Foster & Motley
Ohio
$265K -$14.7K -295 -5%
ZF
58
Zhang Financial
Michigan
$224K
PWP
59
Personal Wealth Partners
Minnesota
$218K
BFG
60
Barber Financial Group
Kansas
$213K +$213K +4,287 New
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$200K -$586K
AIC
62
Archer Investment Corporation
Indiana
$199K
Morgan Stanley
63
Morgan Stanley
New York
$184K
WCG
64
Weaver Consulting Group
California
$105K -$28K -560 -21%
OPS
65
Orion Portfolio Solutions
Nebraska
$84K +$84K +1,681 New
CFA
66
Carroll Financial Associates
North Carolina
$72K
SFA
67
Stewardship Financial Advisors
Georgia
$61K
SWM
68
Sugarloaf Wealth Management
Georgia
$50K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$47.5K -955 -51%
RBC
70
Roble Belko & Company
Pennsylvania
$40K +$691 +14 +2%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$26K +$26K +518 New
Citigroup
72
Citigroup
New York
$25K -$3.45K -69 -12%
PA
73
Parallel Advisors
California
$9K
ADL
74
Asset Dedication LLC
California
$8K
MWM
75
MBE Wealth Management
Wisconsin
$7K +$7K +153 New