We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

95 hedge funds and large institutions have $216M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

15.78% more ownership

Funds ownership: 66.33%82.11% (+16%)

11% more capital invested

Capital invested by funds: $194M → $216M (+$21.1M)

0% more funds holding

Funds holding: 9595 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
95
Holders Change
Holders Change %
0%
% 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
18
Increased
30
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
76
Pinnacle Wealth Management Advisory Group
New Jersey
$266K +$267K +5,345 New
IA
77
IFP Advisors
Florida
$264K +$3.49K +70 +1%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$250K -$34.8K -698 -12%
CAL
79
Capital Advisors Ltd
Ohio
$249K
JP Morgan Chase
80
JP Morgan Chase
New York
$240K -$48.2K -965 -17%
DC
81
Davenport & Co
Virginia
$232K +$233K +4,666 New
KFS
82
Kelly Financial Services
Massachusetts
$228K +$229K +4,584 New
SPIA
83
Steward Partners Investment Advisory
New York
$100K
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$100K +$99.8K +2,000 New
JWA
85
JFS Wealth Advisors
Pennsylvania
$81K
MHR
86
Matthew Hamilton Rosenberg
$75K -$17.7K -354 -19%
SWM
87
Sugarloaf Wealth Management
Georgia
$56K
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$41K
SJIA
89
St. James Investment Advisors
New York
$37K -$3.49K -70 -9%
CCA
90
Column Capital Advisors
Indiana
$25K
CIAS
91
CFS Investment Advisory Services
New Jersey
$10K +$23.5M +471,846 +2,785%
HWMA
92
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.04K +81 New
CFGS
93
Concourse Financial Group Securities
Alabama
$3K -$1.8K -36 -35%
T
94
TCWP
Ohio
$2K +$2.25K +45 New
Wells Fargo
95
Wells Fargo
California
$1K +$1.3K +26 New
HWIS
96
Hancock Whitney Investment Services
Louisiana
-$1.02M -20,337 Closed
RCM
97
Requisite Capital Management
Texas
-$977K -19,507 Closed
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
-$721K -14,382 Closed
CWM
99
Cabot Wealth Management
Massachusetts
-$439K -8,766 Closed
AC
100
Avestar Capital
New York
-$301K -6,000 Closed