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BlackRock Short Maturity Municipal Bond ETF

104 hedge funds and large institutions have $270M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $216M → $270M (+$54.4M)

10.7% more ownership

Funds ownership: 82.11%92.81% (+11%)

9% more funds holding

Funds holding: 95104 (+9)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
35
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Evergreen Capital Management
Washington
$751K
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$690K +$175K +3,527 +34%
HWM
53
Hohimer Wealth Management
Washington
$658K +$658K +13,235 New
CW
54
CreativeOne Wealth
Kansas
$643K +$378K +7,609 +143%
WWM
55
Windsor Wealth Management
Indiana
$640K +$639K +12,870 New
OMC
56
Old Mission Capital
Illinois
$590K +$297K +5,982 +102%
CIAS
57
CFS Investment Advisory Services
New Jersey
$580K -$23.7M -477,132 -98%
FTUS
58
Flow Traders U.S.
New York
$580K +$312K +6,276 +117%
HFW
59
Horizon Family Wealth
Illinois
$578K -$912K -18,365 -61%
RWA
60
Redhawk Wealth Advisors
Minnesota
$535K +$535K +10,761 New
CAN
61
Cetera Advisor Networks
California
$534K +$56.7K +1,141 +12%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$523K +$2.63K +53 +0.5%
OPS
63
Orion Portfolio Solutions
Nebraska
$502K -$235K -4,728 -32%
CSI
64
Cross Staff Investments
New York
$502K
SW
65
SteelPeak Wealth
California
$500K -$84.5K -1,700 -14%
MP
66
McDonald Partners
Ohio
$467K
SF
67
Synovus Financial
Georgia
$447K -$243K -4,886 -35%
SS
68
Simplicity Solutions
Minnesota
$444K +$444K +8,939 New
WCM
69
Windsor Capital Management
Arizona
$438K +$99 +2 +0%
SFG
70
Sovereign Financial Group
Connecticut
$420K -$1.69K -34 -0.4%
LF
71
Lantz Financial
Illinois
$404K +$403K +8,120 New
AAS
72
Avantax Advisory Services
Texas
$397K +$50 +1 +0%
BAAM
73
Baker Avenue Asset Management
California
$369K +$368K +7,415 New
C1AG
74
Client 1st Advisory Group
Florida
$339K -$289K -5,817 -46%
RJA
75
Raymond James & Associates
Florida
$333K +$46.8K +942 +16%