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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
OCM
101
One Capital Management
California
$525K
OWA
102
Opal Wealth Advisors
New York
$514K +$201K +4,007 +64%
GL
103
Graypoint LLC
New York
$501K -$2.01K -40 -0.4%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$490K +$62.4K +1,244 +15%
BEI
105
Benjamin Edwards Inc
Missouri
$475K -$43.9K -876 -8%
IWM
106
IHT Wealth Management
Illinois
$460K -$78.7K -1,570 -15%
OCM
107
Objective Capital Management
Ohio
$459K -$97.7K -1,949 -17%
SWP
108
Summit Wealth Partners
Florida
$443K +$77.2K +1,539 +21%
KNFPWM
109
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$417K +$4.51K +90 +1%
KW
110
Keyvantage Wealth
Pennsylvania
$407K +$409K +8,154 New
CSI
111
Cross Staff Investments
New York
$400K
RPSA
112
Richard P. Slaughter Associates
Texas
$382K +$384K +7,650 New
MIA
113
Milestone Investment Advisors
Wisconsin
$374K +$25K +499 +7%
CCC
114
Compass Capital Corp
Massachusetts
$366K +$367K +7,316 New
AF
115
Allworth Financial
California
$365K +$177K +3,524 +94%
MCI
116
MRP Capital Investments
Georgia
$350K
WA
117
Waverly Advisors
Alabama
$345K
ML
118
McAdam LLC
Pennsylvania
$343K +$4.31K +86 +1%
BWM
119
BlackDiamond Wealth Management
New York
$337K +$251 +5 +0.1%
ASN
120
Advisory Services Network
Georgia
$331K -$58K -1,157 -15%
Citadel Advisors
121
Citadel Advisors
Florida
$319K +$320K +6,387 New
ECM
122
Evergreen Capital Management
Washington
$310K -$42.6K -850 -12%
LF
123
Lantz Financial
Illinois
$309K +$12.3K +245 +4%
MCFP
124
Mallini Complete Financial Planning
Florida
$300K
DWM
125
DecisionMap Wealth Management
Virginia
$295K +$296K +5,909 New