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BlackRock Short Maturity Municipal Bond ETF

134 hedge funds and large institutions have $542M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 114134 (+20)

8% more capital invested

Capital invested by funds: $503M → $542M (+$39.1M)

2.66% more ownership

Funds ownership: 84.07%86.72% (+2.7%)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

Holders
134
Holders Change
+20
Holders Change %
+17.54%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
43
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.42M -$436K -8,750 -24%
WA
52
Win Advisors
Florida
$1.4M +$1.4M +27,984 New
AC
53
Avestar Capital
New York
$1.34M +$252K +5,059 +23%
BPA
54
Beacon Pointe Advisors
California
$1.33M -$40.5K -813 -3%
4WM
55
4J Wealth Management
Virginia
$1.25M +$36.2K +726 +3%
PAG
56
Private Advisor Group
New Jersey
$1.22M -$4.69K -94 -0.4%
PWP
57
Principle Wealth Partners
Connecticut
$1.2M
KCM
58
Kathmere Capital Management
Pennsylvania
$1.16M -$9.36M -187,642 -89%
AWS
59
Atria Wealth Solutions
New York
$1.13M -$617K -12,371 -35%
ACP
60
Aveo Capital Partners
Colorado
$1.09M +$583K +11,689 +117%
TCWM
61
Total Clarity Wealth Management
Illinois
$1.01M +$197K +3,955 +24%
RHP
62
Royal Harbor Partners
Texas
$998K -$21.1K -423 -2%
Jane Street
63
Jane Street
New York
$971K -$6.56M -131,583 -87%
LNC
64
Lincoln National Corp
Pennsylvania
$946K +$499 +10 +0.1%
GL
65
Graypoint LLC
New York
$889K
Truist Financial
66
Truist Financial
North Carolina
$829K +$345K +6,921 +72%
OCM
67
One Capital Management
California
$761K -$499K -10,015 -40%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$745K +$743K +14,909 New
Mariner
69
Mariner
Kansas
$738K +$285K +5,718 +63%
MWM
70
Modern Wealth Management
Kansas
$701K +$700K +14,028 New
IIL
71
Insight Inv LLC
California
$690K
FCA
72
FinTrust Capital Advisors
South Carolina
$664K -$114K -2,279 -15%
CAN
73
Cetera Advisor Networks
California
$660K -$16.1K -322 -2%
TAM
74
Titleist Asset Management
Texas
$659K +$142K +2,844 +28%
BA
75
Bridge Advisory
California
$649K -$954K -19,130 -60%