We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

140 hedge funds and large institutions have $548M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

5% more funds holding

Funds holding: 133140 (+7)

2% more capital invested

Capital invested by funds: $539M → $548M (+$9.17M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.21% less ownership

Funds ownership: 85.04%82.83% (-2.2%)

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
63
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modern Wealth Management
Kansas
$1.61M +$539K +10,769 +50%
1WM
52
1900 Wealth Management
Texas
$1.59M -$1.53M -30,575 -49%
SC
53
Sykon Capital
New York
$1.5M +$375K +7,500 +34%
Creative Planning
54
Creative Planning
Kansas
$1.39M -$144K -2,881 -9%
PCA
55
Prosperity Capital Advisors
Ohio
$1.37M +$462K +9,235 +51%
SSC
56
Syverson Strege & Co
Iowa
$1.32M -$133K -2,663 -9%
DCM
57
Donaldson Capital Management
Indiana
$1.28M +$750K +14,979 +143%
PAG
58
Private Advisor Group
New Jersey
$1.25M -$64.5K -1,288 -5%
SA
59
Sanctuary Advisors
Indiana
$1.24M +$1.24M +24,769 New
BPA
60
Beacon Pointe Advisors
California
$1.22M -$170K -3,391 -12%
PWP
61
Principle Wealth Partners
Connecticut
$1.21M
DCM
62
DGS Capital Management
New Jersey
$1.09M +$1.08M +21,670 New
AWM
63
Aprio Wealth Management
Georgia
$1.05M +$1.65K +33 +0.2%
ACP
64
Aveo Capital Partners
Colorado
$1.05M +$25.1K +502 +2%
KCM
65
Kathmere Capital Management
Pennsylvania
$1.02M -$150 -3 -0%
TCWM
66
Total Clarity Wealth Management
Illinois
$1.01M
4WM
67
4J Wealth Management
Virginia
$994K +$3.35K +67 +0.3%
AWS
68
Atria Wealth Solutions
New York
$955K -$117K -2,344 -11%
FMP
69
Financial Management Professionals
Texas
$909K +$907K +18,126 New
FPW
70
Flagship Private Wealth
Massachusetts
$890K +$223K +4,446 +33%
TAM
71
Titleist Asset Management
Texas
$866K +$122K +2,439 +16%
GRP
72
Global Retirement Partners
California
$819K +$817K +16,324 New
MML Investors Services
73
MML Investors Services
Massachusetts
$804K +$8.26K +165 +1%
BAM
74
Belpointe Asset Management
Nevada
$803K +$124K +2,481 +18%
FCA
75
FinTrust Capital Advisors
South Carolina
$802K +$61.8K +1,234 +8%