We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

145 hedge funds and large institutions have $588M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $548M → $588M (+$39.5M)

4% more funds holding

Funds holding: 140145 (+5)

1.69% less ownership

Funds ownership: 82.83%81.13% (-1.7%)

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
16
Increased
63
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Sykon Capital
New York
$1.68M +$176K +3,500 +12%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.66M -$122K -2,433 -7%
1WM
53
1900 Wealth Management
Texas
$1.55M -$46.9K -935 -3%
DCM
54
DGS Capital Management
New Jersey
$1.39M +$303K +6,031 +28%
SSC
55
Syverson Strege & Co
Iowa
$1.36M +$32.4K +646 +2%
Creative Planning
56
Creative Planning
Kansas
$1.29M -$106K -2,107 -8%
PAG
57
Private Advisor Group
New Jersey
$1.25M -$151 -3 -0%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.23M +$423K +8,430 +53%
SA
59
Sanctuary Advisors
Indiana
$1.22M -$18.7K -373 -2%
PWP
60
Principle Wealth Partners
Connecticut
$1.21M
TAM
61
Titleist Asset Management
Texas
$1.21M +$339K +6,751 +39%
TCWM
62
Total Clarity Wealth Management
Illinois
$1.2M +$186K +3,698 +18%
AWS
63
Atria Wealth Solutions
New York
$1.2M +$237K +4,725 +25%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.19M -$1.52M -30,175 -56%
YWM
65
Yardley Wealth Management
Pennsylvania
$1.17M +$1.17M +23,316 New
BPA
66
Beacon Pointe Advisors
California
$1.06M -$166K -3,311 -14%
ACP
67
Aveo Capital Partners
Colorado
$1.05M -$3.36K -67 -0.3%
Jane Street
68
Jane Street
New York
$1.04M +$549K +10,937 +113%
KCM
69
Kathmere Capital Management
Pennsylvania
$1.03M +$2.06K +41 +0.2%
4WM
70
4J Wealth Management
Virginia
$991K -$6.28K -125 -0.6%
AWM
71
Aprio Wealth Management
Georgia
$985K -$72.5K -1,443 -7%
DADC
72
D.A. Davidson & Co
Montana
$953K +$440K +8,769 +86%
KAS
73
Kestra Advisory Services
Texas
$896K -$2.5M -49,859 -74%
GRP
74
Global Retirement Partners
California
$868K +$46.9K +935 +6%
FPW
75
Flagship Private Wealth
Massachusetts
$835K -$57.9K -1,154 -7%