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BlackRock Short Maturity Municipal Bond ETF

217 hedge funds and large institutions have $1.04B invested in BlackRock Short Maturity Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 58

15% more funds holding

Funds holding: 189217 (+28)

8% more capital invested

Capital invested by funds: $969M → $1.04B (+$75.6M)

1.56% more ownership

Funds ownership: 77.62%79.18% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
217
Holders Change
+28
Holders Change %
+14.81%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
87
Reduced
58
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSA
51
Jacobson & Schmitt Advisors
Wisconsin
$3.29M +$73.6K +1,461 +2%
CAM
52
Clarity Asset Management
Iowa
$3.25M +$66.8K +1,327 +2%
HWM
53
Horizon Wealth Management
Illinois
$3.17M
SPC
54
Sigma Planning Corp
Michigan
$3.11M +$356K +7,066 +13%
TIM
55
Tortoise Investment Management
New York
$3.09M -$460K -9,140 -13%
Raymond James Financial
56
Raymond James Financial
Florida
$2.76M +$327K +6,498 +13%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$2.69M +$19.5K +388 +0.7%
BlackRock
58
BlackRock
New York
$2.63M +$108K +2,135 +4%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$2.61M +$576K +11,432 +28%
Stifel Financial
60
Stifel Financial
Missouri
$2.51M +$224K +4,457 +10%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$2.5M -$521K -10,346 -17%
CA
62
Cresta Advisors
Texas
$2.47M +$2.47M +49,100 New
AWM
63
Axxcess Wealth Management
California
$2.45M +$576K +11,434 +31%
BPA
64
Beacon Pointe Advisors
California
$2.3M +$966K +19,176 +72%
SA
65
Sovran Advisors
California
$2.17M +$177K +3,522 +9%
MAS
66
Meeder Advisory Services
Ohio
$2.17M +$19.1K +380 +0.9%
HFA
67
Highland Financial Advisors
New Jersey
$2.07M +$50.6K +1,004 +2%
SWP
68
Stratos Wealth Partners
Ohio
$2.04M -$10.3K -204 -0.5%
FPW
69
Flagship Private Wealth
Massachusetts
$2.04M -$97.6K -1,939 -5%
AWM
70
Aprio Wealth Management
Georgia
$2.03M +$5.84K +116 +0.3%
TAM
71
Titleist Asset Management
Texas
$2.01M +$252K +5,013 +14%
SWP
72
Summit Wealth Partners
Florida
$1.9M +$258K +5,119 +16%
EGA
73
Eagle Global Advisors
Texas
$1.82M -$20.1K -400 -1%
HIF
74
Hill Island Financial
Michigan
$1.72M -$50.4K -1,000 -3%
VFA
75
Valeo Financial Advisors
Indiana
$1.7M +$1.7M +33,780 New