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BlackRock Short Maturity Municipal Bond ETF

111 hedge funds and large institutions have $429M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

8% more capital invested

Capital invested by funds: $397M → $429M (+$32.1M)

5% more funds holding

Funds holding: 106111 (+5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

67.75% less ownership

Funds ownership: 149.08%81.33% (-68%)

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
46
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHP
51
Royal Harbor Partners
Texas
$958K +$958K +19,268 New
TFA
52
Teamwork Financial Advisors
Texas
$935K +$149K +3,007 +19%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$919K +$919K +18,486 New
AC
54
Avestar Capital
New York
$898K +$54K +1,087 +6%
WWM
55
Windsor Wealth Management
Indiana
$860K +$858K +17,257 New
PCA
56
Prosperity Capital Advisors
Ohio
$829K +$829K +16,676 New
CAN
57
Cetera Advisor Networks
California
$815K +$380K +7,641 +87%
ECM
58
Evergreen Capital Management
Washington
$751K
FTUS
59
Flow Traders U.S.
New York
$721K +$721K +14,499 New
HWM
60
Hohimer Wealth Management
Washington
$710K -$113K -2,276 -14%
LWAC
61
Laurel Wealth Advisors (California)
California
$705K -$3.08K -62 -0.4%
FIBT
62
First International Bank & Trust
North Dakota
$700K +$700K +14,073 New
DCM
63
Donaldson Capital Management
Indiana
$687K -$145K -2,924 -17%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$672K +$672K +13,509 New
CW
65
CreativeOne Wealth
Kansas
$666K +$23.5K +473 +4%
BFG
66
Barber Financial Group
Kansas
$665K +$349K +7,019 +110%
CIAS
67
CFS Investment Advisory Services
New Jersey
$662K -$35.7M -718,553 -98%
KAS
68
Kestra Advisory Services
Texas
$594K -$221K -4,452 -27%
NA
69
NewEdge Advisors
Louisiana
$594K +$282K +5,678 +10%
IA
70
IFP Advisors
Florida
$582K +$303K +6,102 +108%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$553K +$126K +2,525 +29%
JP Morgan Chase
72
JP Morgan Chase
New York
$545K +$308K +6,201 +130%
LF
73
Lantz Financial
Illinois
$543K +$120K +2,407 +28%
CF
74
Centaurus Financial
California
$523K -$2.23M -44,893 -81%
Mariner
75
Mariner
Kansas
$523K -$403K -8,115 -44%