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BlackRock Short Maturity Municipal Bond ETF

102 hedge funds and large institutions have $173M invested in BlackRock Short Maturity Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

24% more funds holding

Funds holding: 82102 (+20)

14% more capital invested

Capital invested by funds: $152M → $173M (+$21.4M)

4.51% more ownership

Funds ownership: 57.69%62.2% (+4.5%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

Holders
102
Holders Change
+20
Holders Change %
+24.39%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
30
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Windsor Capital Management
Arizona
$664K +$35.1K +700 +6%
DC
52
Derby & Company
Massachusetts
$660K +$659K +13,137 New
UR
53
USCA RIA
Texas
$652K +$87.6K +1,746 +16%
PAG
54
Private Advisor Group
New Jersey
$643K -$31.8K -634 -5%
C1AG
55
Client 1st Advisory Group
Florida
$598K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$562K +$148K +2,954 +36%
SFFS
57
Stonehage Fleming Financial Services
Jersey
$501K
KF
58
Krilogy Financial
Missouri
$500K
Citadel Advisors
59
Citadel Advisors
Florida
$464K -$2.91M -58,043 -86%
IWC
60
Integrated Wealth Concepts
Massachusetts
$463K -$12.2K -244 -3%
WP
61
WealthShield Partners
North Carolina
$452K +$452K +9,012 New
MP
62
McDonald Partners
Ohio
$450K +$449K +8,953 New
BFG
63
Barber Financial Group
Kansas
$439K +$148K +2,940 +51%
IWP
64
Icon Wealth Partners
Texas
$433K +$433K +8,617 New
MWM
65
Modera Wealth Management
New Jersey
$402K +$401K +7,995 New
UCFA
66
United Capital Financial Advisors
Texas
$378K -$471K -9,379 -56%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$343K
SWM
68
Sugarloaf Wealth Management
Georgia
$333K -$502K -10,000 -60%
CWM
69
Cabot Wealth Management
Massachusetts
$331K +$32.9K +656 +11%
OPS
70
Orion Portfolio Solutions
Nebraska
$326K +$12.8K +255 +4%
JSA
71
Jacobson & Schmitt Advisors
Wisconsin
$325K -$162K -3,221 -33%
CWM
72
Cornerstone Wealth Management
Missouri
$323K +$322K +6,423 New
TI
73
Tidal Investments
Wisconsin
$322K
SFS
74
Sowell Financial Services
Arkansas
$294K
FM
75
Foster & Motley
Ohio
$280K -$2.92M -58,092 -91%