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BlackRock Short Maturity Municipal Bond ETF

111 hedge funds and large institutions have $429M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

8% more capital invested

Capital invested by funds: $397M → $429M (+$32.1M)

5% more funds holding

Funds holding: 106111 (+5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

67.75% less ownership

Funds ownership: 149.08%81.33% (-68%)

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
46
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
76
Stonehage Fleming Financial Services
Jersey
$501K +$495K +9,966 New
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$497K
VNA
78
Valley National Advisers
Pennsylvania
$490K +$477K +9,602 +3,984%
OPS
79
Orion Portfolio Solutions
Nebraska
$463K +$4.33K +87 +0.9%
ASN
80
Advisory Services Network
Georgia
$445K +$161K +3,248 +57%
CSI
81
Cross Staff Investments
New York
$403K
MWM
82
Modera Wealth Management
New Jersey
$398K -$2.92M -58,700 -88%
AAS
83
Avantax Advisory Services
Texas
$397K -$87.8K -1,767 -18%
SFG
84
Sovereign Financial Group
Connecticut
$381K -$39.5K -794 -9%
WCM
85
Windsor Capital Management
Arizona
$372K -$1.84K -37 -0.5%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$367K +$1.89K +38 +0.5%
BAAM
87
Baker Avenue Asset Management
California
$361K -$7.26K -146 -2%
RJA
88
Raymond James & Associates
Florida
$326K -$277K -5,573 -46%
C1AG
89
Client 1st Advisory Group
Florida
$314K
OMC
90
Old Mission Capital
Illinois
$307K +$307K +6,180 New
TI
91
Tidal Investments
Wisconsin
$300K -$42.8K -862 -13%
FCA
92
FinTrust Capital Advisors
South Carolina
$269K +$189K +3,795 +235%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$263K -$49.7K -1,000 -16%
CAL
94
Capital Advisors Ltd
Ohio
$255K
SPI
95
Sutton Place Investors
New York
$249K
SW
96
SteelPeak Wealth
California
$237K -$263K -5,300 -53%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$168K +$61.8K +1,243 +58%
SPIA
98
Steward Partners Investment Advisory
New York
$106K
VWM
99
Valley Wealth Managers
New Jersey
$105K
MHR
100
Matthew Hamilton Rosenberg
$74.6K