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BlackRock Short Maturity Municipal Bond ETF

114 hedge funds and large institutions have $503M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $410M → $503M (+$92.4M)

8% more funds holding

Funds holding: 106114 (+8)

1.45% more ownership

Funds ownership: 82.61%84.07% (+1.5%)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
39
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.22M -$29.9K -600 -2%
4WM
52
4J Wealth Management
Virginia
$1.2M +$10.1K +203 +0.8%
PWP
53
Principle Wealth Partners
Connecticut
$1.2M +$1.2M +24,066 New
AC
54
Avestar Capital
New York
$1.08M +$177K +3,554 +20%
AWM
55
AE Wealth Management
Kansas
$1.05M -$120K -2,401 -10%
RHP
56
Royal Harbor Partners
Texas
$1.02M -$240K -4,809 -19%
Creative Planning
57
Creative Planning
Kansas
$992K -$286K -5,734 -22%
LNC
58
Lincoln National Corp
Pennsylvania
$942K -$87.3K -1,751 -8%
GL
59
Graypoint LLC
New York
$885K
TCWM
60
Total Clarity Wealth Management
Illinois
$810K
FCA
61
FinTrust Capital Advisors
South Carolina
$775K +$506K +10,144 +188%
CA
62
Cetera Advisors
Colorado
$739K +$16K +321 +2%
IIL
63
Insight Inv LLC
California
$686K -$57.3K -1,150 -8%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$675K -$380K -7,616 -36%
CAN
65
Cetera Advisor Networks
California
$674K +$79.3K +1,590 +13%
CW
66
CreativeOne Wealth
Kansas
$652K +$63.3K +1,269 +11%
Comerica Bank
67
Comerica Bank
Texas
$595K +$596K +11,954 New
BAM
68
Belpointe Asset Management
Nevada
$592K +$18.5K +372 +3%
DCM
69
Donaldson Capital Management
Indiana
$546K -$6.98K -140 -1%
MML Investors Services
70
MML Investors Services
Massachusetts
$521K +$77K +1,544 +17%
TAM
71
Titleist Asset Management
Texas
$515K +$516K +10,340 New
ACP
72
Aveo Capital Partners
Colorado
$499K +$500K +10,021 New
KAS
73
Kestra Advisory Services
Texas
$490K +$491K +9,840 New
Truist Financial
74
Truist Financial
North Carolina
$481K -$216K -4,340 -31%
AFP
75
Alpha Financial Partners
Kentucky
$481K +$481K +9,651 New