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BlackRock Short Maturity Municipal Bond ETF

106 hedge funds and large institutions have $397M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56.27% more ownership

Funds ownership: 92.81%149.08% (+56%)

47% more capital invested

Capital invested by funds: $270M → $397M (+$127M)

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 104106 (+2)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
39
Reduced
30
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Donaldson Capital Management
Indiana
$831K -$187K -3,750 -18%
HWM
52
Hohimer Wealth Management
Washington
$822K +$165K +3,324 +25%
KAS
53
Kestra Advisory Services
Texas
$815K +$816K +16,407 New
TFA
54
Teamwork Financial Advisors
Texas
$784K +$458K +9,200 +139%
ECM
55
Evergreen Capital Management
Washington
$750K
CIAS
56
CFS Investment Advisory Services
New Jersey
$731K +$35.8M +720,212 +6,177%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$714K +$25.6K +515 +4%
LWAC
58
Laurel Wealth Advisors (California)
California
$707K +$708K +14,232 New
RBC
59
Roble Belko & Company
Pennsylvania
$671K -$588K -11,820 -47%
CW
60
CreativeOne Wealth
Kansas
$642K -$1.29K -26 -0.2%
RJA
61
Raymond James & Associates
Florida
$602K +$270K +5,426 +81%
HFW
62
Horizon Family Wealth
Illinois
$578K +$896 +18 +0.2%
SW
63
SteelPeak Wealth
California
$500K
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$496K +$497K +9,990 New
AAS
65
Avantax Advisory Services
Texas
$484K +$88.2K +1,772 +22%
OPS
66
Orion Portfolio Solutions
Nebraska
$458K -$43.2K -868 -9%
CAN
67
Cetera Advisor Networks
California
$434K -$99K -1,990 -19%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$427K -$397K -7,975 -48%
LF
69
Lantz Financial
Illinois
$422K +$19.4K +389 +5%
SFG
70
Sovereign Financial Group
Connecticut
$420K
CSI
71
Cross Staff Investments
New York
$402K -$99.5K -2,000 -20%
WCM
72
Windsor Capital Management
Arizona
$373K -$64.1K -1,288 -15%
BAAM
73
Baker Avenue Asset Management
California
$368K
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$365K +$366K +7,350 New
TI
75
Tidal Investments
Wisconsin
$342K +$44.1K +887 +15%