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BlackRock Short Maturity Municipal Bond ETF

140 hedge funds and large institutions have $548M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

5% more funds holding

Funds holding: 133140 (+7)

2% more capital invested

Capital invested by funds: $539M → $548M (+$9.17M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.21% less ownership

Funds ownership: 85.04%82.83% (-2.2%)

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
63
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
76
Evernest Financial Advisors
Indiana
$714K -$9.66K -193 -1%
IIL
77
Insight Inv LLC
California
$667K -$25K -500 -4%
IWM
78
IHT Wealth Management
Illinois
$648K +$647K +12,925 New
BA
79
Bridge Advisory
California
$640K -$350K -7,003 -35%
FTUS
80
Flow Traders U.S.
New York
$628K +$627K +12,520 New
VNA
81
Valley National Advisers
Pennsylvania
$621K +$81.9K +1,636 +15%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$588K +$49.1K +982 +9%
VWA
83
VERITY Wealth Advisors
United States
$573K -$200K -3,996 -26%
OCM
84
One Capital Management
California
$527K -$284K -5,665 -35%
DADC
85
D.A. Davidson & Co
Montana
$510K +$145K +2,900 +40%
CWAF
86
Core Wealth Advisors (Florida)
Florida
$509K +$50K +1,000 +11%
GL
87
Graypoint LLC
New York
$505K -$35.9K -717 -7%
CW
88
CreativeOne Wealth
Kansas
$503K +$76K +1,519 +18%
Jane Street
89
Jane Street
New York
$487K +$52.4K +1,047 +12%
FCFC
90
First Citizens Financial Corp
Iowa
$476K +$475K +9,496 New
BFEC
91
Benjamin F. Edwards & Company
Missouri
$474K +$13.5K +269 +3%
WA
92
Waverly Advisors
Alabama
$466K +$5K +100 +1%
AAS
93
Avantax Advisory Services
Texas
$460K +$13.5K +270 +3%
Mariner
94
Mariner
Kansas
$443K -$89.3K -1,785 -17%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$437K +$107K +2,143 +33%
KNFPWM
96
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$428K -$3K -60 -0.7%
SWM
97
SFG Wealth Management
Maryland
$427K +$426K +8,520 New
PA
98
Pineridge Advisors
Missouri
$418K -$38.5K -769 -8%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$415K -$26.4K -528 -6%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$408K +$3.45K +69 +0.9%