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BlackRock Short Maturity Municipal Bond ETF

85 hedge funds and large institutions have $189M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

20% more capital invested

Capital invested by funds: $158M → $189M (+$30.9M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5.51% more ownership

Funds ownership: 59.45%64.95% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 8685 (-1)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
36
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$100K
MHR
77
Matthew Hamilton Rosenberg
$93K
JWA
78
JFS Wealth Advisors
Pennsylvania
$82K +$81.9K +1,632 New
CFA
79
Carroll Financial Associates
North Carolina
$72K
SWM
80
Sugarloaf Wealth Management
Georgia
$57K
HI
81
Harbour Investments
Wisconsin
$51K -$27.7K -552 -35%
ADL
82
Asset Dedication LLC
California
$8K
CFGS
83
Concourse Financial Group Securities
Alabama
$6K +$4.77K +95 +500%
HWMA
84
Heritage Wealth Management (Arizona)
Arizona
$4K
APA
85
American Portfolios Advisors
New York
$3.86K
RWMH
86
Riverpoint Wealth Management Holdings
Illinois
-$1.35M -26,840 Closed
KF
87
Krilogy Financial
Missouri
-$499K -9,950 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
-$328K -6,538 Closed
CAN
89
Cetera Advisor Networks
California
-$290K -5,774 Closed
WP
90
WealthShield Partners
North Carolina
-$225K -4,487 Closed
Wells Fargo
91
Wells Fargo
California
-$206K -4,111 Closed
YIA
92
YHB Investment Advisors
Connecticut
-$201K -4,000 Closed
SB
93
Strategic Blueprint
Georgia
-$36K -726 Closed
FPW
94
Flagship Private Wealth
Massachusetts
-$6.17K -123 Closed