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BlackRock Short Maturity Municipal Bond ETF

104 hedge funds and large institutions have $270M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $216M → $270M (+$54.4M)

10.7% more ownership

Funds ownership: 82.11%92.81% (+11%)

9% more funds holding

Funds holding: 95104 (+9)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
35
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
76
Van Hulzen Asset Management
California
$332K -$54.4K -1,095 -14%
SWP
77
ShoreHaven Wealth Partners
New Jersey
$331K +$331K +6,664 New
TFA
78
Teamwork Financial Advisors
Texas
$328K +$328K +6,600 New
Prudential Financial
79
Prudential Financial
New Jersey
$309K -$10.3K -208 -3%
TI
80
Tidal Investments
Wisconsin
$298K -$24.6K -496 -8%
AG
81
Ascent Group
Virginia
$289K +$288K +5,806 New
BFG
82
Barber Financial Group
Kansas
$273K -$10.4K -209 -4%
IA
83
IFP Advisors
Florida
$264K
DC
84
Davenport & Co
Virginia
$258K +$26K +524 +11%
KFS
85
Kelly Financial Services
Massachusetts
$257K +$28.7K +577 +13%
CAL
86
Capital Advisors Ltd
Ohio
$255K +$6.01K +121 +2%
SPI
87
Sutton Place Investors
New York
$251K -$26.3K -530 -10%
BWP
88
Bernardo Wealth Planning
Pennsylvania
$200K +$200K +4,023 New
FCA
89
FinTrust Capital Advisors
South Carolina
$105K +$105K +2,113 New
VWM
90
Valley Wealth Managers
New Jersey
$105K +$105K +2,121 New
JP Morgan Chase
91
JP Morgan Chase
New York
$101K -$138K -2,780 -58%
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$99K
SPIA
93
Steward Partners Investment Advisory
New York
$99K
BFEC
94
Benjamin F. Edwards & Company
Missouri
$85K +$84.5K +1,701 New
JWA
95
JFS Wealth Advisors
Pennsylvania
$81K
MHR
96
Matthew Hamilton Rosenberg
$75K
HI
97
Harbour Investments
Wisconsin
$52K +$52K +1,046 New
SWM
98
Sugarloaf Wealth Management
Georgia
$50K -$6.51K -131 -12%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$41K
CCA
100
Column Capital Advisors
Indiana
$25K