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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
CSI
101
Cross Staff Investments
New York
$401K
BWM
102
BlackDiamond Wealth Management
New York
$401K +$400K +7,987 New
Jones Financial Companies
103
Jones Financial Companies
Missouri
$394K +$249K +4,966 +172%
ASN
104
Advisory Services Network
Georgia
$391K +$5.11K +102 +1%
ML
105
McAdam LLC
Pennsylvania
$377K
ECM
106
Evergreen Capital Management
Washington
$354K
SWP
107
Stratos Wealth Partners
Ohio
$340K +$340K +6,784 New
OWA
108
Opal Wealth Advisors
New York
$326K +$7.61K +152 +2%
LF
109
Lantz Financial
Illinois
$314K -$7.26K -145 -2%
Comerica Bank
110
Comerica Bank
Texas
$299K -$100K -2,000 -25%
VWA
111
Visionary Wealth Advisors
Illinois
$275K -$3.2K -64 -1%
C1AG
112
Client 1st Advisory Group
Florida
$272K
IA
113
IFP Advisors
Florida
$266K -$5.3K -106 -2%
VHAM
114
Van Hulzen Asset Management
California
$251K
ARA
115
Alexander Randolph Advisory
Virginia
$251K
CIAS
116
CFS Investment Advisory Services
New Jersey
$250K -$35.4K -707 -12%
SIM
117
Seaview Investment Managers
Florida
$230K
TFA
118
Tobias Financial Advisors
Florida
$202K -$14.1K -282 -7%
HFW
119
Horizon Family Wealth
Illinois
$202K +$400 +8 +0.2%
IAP
120
Indie Asset Partners
Indiana
$201K +$200K +4,000 New
AF
121
Allworth Financial
California
$185K -$4.5K -90 -2%
MIA
122
Milestone Investment Advisors
Wisconsin
$151K +$150K +3,003 New
MG
123
Mather Group
Illinois
$132K
GFPC
124
Global Financial Private Client
Florida
$110K
SS
125
Sunbelt Securities
Texas
$102K -$7.86K -157 -7%