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BlackRock Short Maturity Municipal Bond ETF

86 hedge funds and large institutions have $158M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

3.62% less ownership

Funds ownership: 63.07%59.45% (-3.6%)

5% less funds holding

Funds holding: 9186 (-5)

9% less capital invested

Capital invested by funds: $174M → $158M (-$16.1M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
30
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$78K +$21.5K +429 +38%
CFA
77
Carroll Financial Associates
North Carolina
$72K
SWM
78
Sugarloaf Wealth Management
Georgia
$57K +$50 +1 +0.1%
CWAF
79
Core Wealth Advisors (Florida)
Florida
$38K +$37.8K +752 New
SB
80
Strategic Blueprint
Georgia
$36K +$36.5K +726 New
ADL
81
Asset Dedication LLC
California
$8K
FPW
82
Flagship Private Wealth
Massachusetts
$6.17K
HWMA
83
Heritage Wealth Management (Arizona)
Arizona
$4K
APA
84
American Portfolios Advisors
New York
$3.87K
CFGS
85
Concourse Financial Group Securities
Alabama
$1K
GF
86
Gries Financial
Ohio
-$1.29M -25,630 Closed
GSC
87
G&S Capital
Colorado
-$818K -16,275 Closed
WP
88
WealthSource Partners
California
-$486K -9,667 Closed
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
-$419K -8,350 Closed
SFS
90
Sowell Financial Services
Arkansas
-$293K -5,846 Closed
FM
91
Foster & Motley
Ohio
-$274K -5,454 Closed
WAP
92
Wealthcare Advisory Partners
Pennsylvania
-$115K -2,298 Closed
PO
93
Private Ocean
California
-$29K -584 Closed
CC
94
Cypress Capital
Tennessee
-$25K -497 Closed
BFEC
95
Benjamin F. Edwards & Company
Missouri
-$4K -88 Closed
ASN
96
Advisory Services Network
Georgia
+$50 +1 New