We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

85 hedge funds and large institutions have $189M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

20% more capital invested

Capital invested by funds: $158M → $189M (+$30.9M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5.51% more ownership

Funds ownership: 59.45%64.95% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 8685 (-1)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
36
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$595K
VAS
52
Vestmark Advisory Solutions
Massachusetts
$558K +$558K +11,120 New
OMC
53
Old Mission Capital
Illinois
$517K +$517K +10,308 New
Prudential Financial
54
Prudential Financial
New Jersey
$514K +$515K +10,251 New
MP
55
McDonald Partners
Ohio
$499K
CWM
56
Cabot Wealth Management
Massachusetts
$408K +$28.1K +560 +7%
MWM
57
Modera Wealth Management
New Jersey
$401K
DADC
58
D.A. Davidson & Co
Montana
$392K +$150K +2,991 +62%
BFG
59
Barber Financial Group
Kansas
$356K +$100 +2 +0%
CWAF
60
Core Wealth Advisors (Florida)
Florida
$338K +$300K +5,976 +795%
PAG
61
Private Advisor Group
New Jersey
$327K -$124K -2,479 -28%
TI
62
Tidal Investments
Wisconsin
$322K
Bank of New York Mellon
63
Bank of New York Mellon
New York
$322K +$50 +1 +0%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$317K
AC
65
Avestar Capital
New York
$301K -$50.2K -1,000 -14%
AAS
66
Avantax Advisory Services
Texas
$300K +$300K +5,978 New
USCWA
67
U.S. Capital Wealth Advisors
Texas
$285K +$285K +5,681 New
RBC
68
Roble Belko & Company
Pennsylvania
$251K
IA
69
IFP Advisors
Florida
$241K -$42.5K -847 -15%
OPS
70
Orion Portfolio Solutions
Nebraska
$228K -$2.96K -59 -1%
PAS
71
Park Avenue Securities
New York
$225K +$225K +4,492 New
SFG
72
Sovereign Financial Group
Connecticut
$221K -$36.3K -723 -14%
SFO
73
Stokes Family Office
Louisiana
$213K +$213K +4,241 New
BCA
74
Berman Capital Advisors
Georgia
$205K -$1.28M -25,541 -86%
SFFS
75
Stonehage Fleming Financial Services
Jersey
$189K