We are live on ! Find out more
MEAR icon

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
GFPC
126
Global Financial Private Client
Florida
$111K
SS
127
Sunbelt Securities
Texas
$102K +$50 +1 +0%
Wells Fargo
128
Wells Fargo
California
$101K -$50 -1 -0%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$97.4K +$94.7K +1,887 +3,851%
GWM
130
Geneos Wealth Management
Colorado
$74.6K
Comerica Bank
131
Comerica Bank
Texas
$72.7K -$226K -4,510 -76%
CIAS
132
Capital Investment Advisory Services
North Carolina
$70.9K
SWM
133
Sugarloaf Wealth Management
Georgia
$50.3K
PAG
134
Paladin Advisory Group
Iowa
$42K +$41.9K +835 New
ACA
135
Aptus Capital Advisors
Alabama
$33.1K +$33K +658 New
CAL
136
Capital Advisors Ltd
Ohio
$31K
CSB
137
City State Bank
Iowa
$19.2K
CFD
138
Creative Financial Designs
Indiana
$17.9K +$151 +3 +0.9%
PS
139
Principal Securities
Iowa
$16.4K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +298 New
VWM
141
Valley Wealth Managers
New Jersey
$13.6K
PB
142
Pinnacle Bancorp
Nebraska
$12.4K
OAJ
143
Ogorek Anthony Joseph
New York
$10K +$10.4K +207 New
HI
144
Harbour Investments
Wisconsin
$5.89K
NS
145
NBC Securities
Alabama
$5K
GM
146
GeoWealth Management
Illinois
$18
DWM
147
Dynasty Wealth Management
Florida
-$6.52M -130,044 Closed
FMP
148
Financial Management Professionals
Texas
-$909K -18,126 Closed
FTUS
149
Flow Traders U.S.
New York
-$628K -12,520 Closed
SWM
150
SFG Wealth Management
Maryland
-$427K -8,520 Closed