We are live on ! Find out more
MEAR icon

BlackRock Short Maturity Municipal Bond ETF

160 hedge funds and large institutions have $605M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

155% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 31

10% more funds holding

Funds holding: 145160 (+15)

3% more capital invested

Capital invested by funds: $588M → $605M (+$17.1M)

1.26% less ownership

Funds ownership: 81.13%79.88% (-1.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
79
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
76
Five Pine Wealth Management
Idaho
$1.03M +$1.03M +20,549 New
KCM
77
Kathmere Capital Management
Pennsylvania
$1.03M +$3.11K +62 +0.3%
WWM
78
Western Wealth Management
Colorado
$1.01M +$1.01M +20,139 New
GRP
79
Global Retirement Partners
California
$953K +$91.6K +1,826 +11%
FDW
80
Fourth Dimension Wealth
Ohio
$929K +$933K +18,608 New
WA
81
Win Advisors
Florida
$922K +$925K +18,458 New
PWP
82
Principle Wealth Partners
Connecticut
$902K -$302K -6,017 -25%
Mariner
83
Mariner
Kansas
$896K +$125K +2,488 +16%
4WM
84
4J Wealth Management
Virginia
$889K -$95.2K -1,898 -10%
KCM
85
KM Capital Management
Texas
$825K +$134K +2,666 +19%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$802K +$805K +16,064 New
BAM
87
Belpointe Asset Management
Nevada
$790K +$130K +2,589 +20%
EFA
88
Evernest Financial Advisors
Indiana
$764K +$39K +777 +5%
CW
89
CreativeOne Wealth
Kansas
$756K +$142K +2,833 +23%
SWP
90
Stratos Wealth Partners
Ohio
$748K +$170K +3,392 +29%
CWAF
91
Core Wealth Advisors (Florida)
Florida
$706K +$99.9K +1,992 +16%
Truist Financial
92
Truist Financial
North Carolina
$701K -$18.5K -368 -3%
IIL
93
Insight Inv LLC
California
$639K
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$635K +$50.1K +1,000 +9%
P
95
&Partners
Tennessee
$631K +$10.9K +217 +2%
STA
96
Summit Trail Advisors
New York
$622K +$624K +12,447 New
SAI
97
Savvy Advisors Inc
New York
$608K +$610K +12,166 New
VWA
98
VERITY Wealth Advisors
United States
$571K
Jones Financial Companies
99
Jones Financial Companies
Missouri
$560K +$115K +2,290 +26%
AAS
100
Avantax Advisory Services
Texas
$551K -$40.9K -816 -7%