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BlackRock Short Maturity Municipal Bond ETF

160 hedge funds and large institutions have $605M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

155% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 31

10% more funds holding

Funds holding: 145160 (+15)

3% more capital invested

Capital invested by funds: $588M → $605M (+$17.1M)

1.26% less ownership

Funds ownership: 81.13%79.88% (-1.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
79
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
51
Highland Financial Advisors
New Jersey
$1.99M +$1.45K +29 +0.1%
PAG
52
Private Advisor Group
New Jersey
$1.94M +$700K +13,963 +56%
BlackRock
53
BlackRock
New York
$1.94M -$92.2K -1,839 -5%
KFGG
54
Keystone Financial Group (Georgia)
Georgia
$1.78M +$1.79M +35,671 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.75M +$104K +2,079 +6%
HIF
56
Hill Island Financial
Michigan
$1.74M +$19.1K +381 +1%
Raymond James Financial
57
Raymond James Financial
Florida
$1.69M +$1.7M +33,813 New
BCI
58
Brinker Capital Investments
Pennsylvania
$1.69M -$394K -7,858 -19%
OPS
59
Orion Portfolio Solutions
Nebraska
$1.69M -$394K -7,858 -19%
1WM
60
1900 Wealth Management
Texas
$1.54M
CRFG
61
Columbia River Financial Group
Washington
$1.4M +$1.41M +28,059 New
SSC
62
Syverson Strege & Co
Iowa
$1.39M +$38.2K +762 +3%
TAM
63
Titleist Asset Management
Texas
$1.38M +$181K +3,602 +15%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.29M +$72.7K +1,450 +6%
OMC
65
Old Mission Capital
Illinois
$1.29M +$1.3M +25,867 New
SHJ
66
Sharkey, Howes & Javer
Colorado
$1.27M +$1.27M +25,407 New
Creative Planning
67
Creative Planning
Kansas
$1.26M -$27.7K -552 -2%
TCWM
68
Total Clarity Wealth Management
Illinois
$1.24M +$50.3K +1,004 +4%
AWS
69
Atria Wealth Solutions
New York
$1.23M +$47.1K +940 +4%
KAS
70
Kestra Advisory Services
Texas
$1.13M +$239K +4,759 +27%
ACP
71
Aveo Capital Partners
Colorado
$1.08M +$36.9K +736 +4%
AWM
72
Aprio Wealth Management
Georgia
$1.06M +$77.7K +1,550 +8%
BPA
73
Beacon Pointe Advisors
California
$1.05M +$552 +11 +0.1%
SC
74
Sykon Capital
New York
$1.04M -$627K -12,500 -37%
DADC
75
D.A. Davidson & Co
Montana
$1.04M +$92.8K +1,850 +10%