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BlackRock Short Maturity Municipal Bond ETF

145 hedge funds and large institutions have $588M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $548M → $588M (+$39.5M)

4% more funds holding

Funds holding: 140145 (+5)

1.69% less ownership

Funds ownership: 82.83%81.13% (-1.7%)

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
16
Increased
63
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
76
First Citizens Financial Corp
Iowa
$830K +$352K +7,006 +74%
Mariner
77
Mariner
Kansas
$777K +$332K +6,622 +75%
EFA
78
Evernest Financial Advisors
Indiana
$731K +$14.2K +282 +2%
Truist Financial
79
Truist Financial
North Carolina
$725K -$1.52M -30,223 -68%
KCM
80
KM Capital Management
Texas
$697K -$1.73M -34,355 -71%
BAM
81
Belpointe Asset Management
Nevada
$659K -$147K -2,918 -18%
IIL
82
Insight Inv LLC
California
$644K -$25.1K -500 -4%
P
83
&Partners
Tennessee
$625K +$623K +12,404 New
CW
84
CreativeOne Wealth
Kansas
$618K +$113K +2,256 +22%
CWAF
85
Core Wealth Advisors (Florida)
Florida
$611K +$99.9K +1,990 +20%
AAS
86
Avantax Advisory Services
Texas
$596K +$134K +2,676 +29%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$589K
SWP
88
Stratos Wealth Partners
Ohio
$582K +$241K +4,790 +71%
VWA
89
VERITY Wealth Advisors
United States
$575K
OCM
90
Objective Capital Management
Ohio
$561K +$560K +11,145 New
IWM
91
IHT Wealth Management
Illinois
$542K -$108K -2,148 -17%
OCM
92
One Capital Management
California
$529K
BEI
93
Benjamin Edwards Inc
Missouri
$523K +$521K +10,381 New
GL
94
Graypoint LLC
New York
$507K
Jones Financial Companies
95
Jones Financial Companies
Missouri
$449K +$53.5K +1,065 +14%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$429K -$9.39K -187 -2%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$425K +$15.9K +316 +4%
KNFPWM
98
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$415K -$14.1K -281 -3%
CSI
99
Cross Staff Investments
New York
$403K
ASN
100
Advisory Services Network
Georgia
$391K