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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
SWM
101
Sugarloaf Wealth Management
Georgia
$49.7K
HI
102
Harbour Investments
Wisconsin
$48.3K -$3.68K -74 -7%
CCA
103
Column Capital Advisors
Indiana
$24.9K
BAM
104
Belpointe Asset Management
Nevada
$22K +$22K +442 New
HWMA
105
Heritage Wealth Management (Arizona)
Arizona
$8.05K +$4.03K +81 +100%
PAG
106
Private Advisor Group
New Jersey
$4.71K +$4.4M +88,468 +1,420%
CPG
107
Cornerstone Planning Group
New Jersey
$4.54K +$4.52K +91 New
CFGS
108
Concourse Financial Group Securities
Alabama
$4.38K -$348 -7 -7%
LS
109
Leelyn Smith
Illinois
$3.78K
SJIA
110
St. James Investment Advisors
New York
$2.86K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$50
ACK
112
Andrew C. Karlinski
-$1.45M -29,290 Closed
Bessemer Group
113
Bessemer Group
New Jersey
-$1.09M -21,902 Closed
RBC
114
Roble Belko & Company
Pennsylvania
-$671K -13,526 Closed
HFW
115
Horizon Family Wealth
Illinois
-$578K -11,637 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
-$238K -4,795 Closed
Citadel Advisors
117
Citadel Advisors
Florida
-$218K -4,392 Closed
KTC
118
Kistler-Tiffany Companies
Pennsylvania
-$99K -2,000 Closed
JWA
119
JFS Wealth Advisors
Pennsylvania
-$81K -1,632 Closed
PFA
120
Professional Financial Advisors
Nebraska
-$4K -82 Closed
Wells Fargo
121
Wells Fargo
California
-$50 -1 Closed