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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
CPIG
126
Chicago Partners Investment Group
Illinois
$273K +$274K +5,459 New
C1AG
127
Client 1st Advisory Group
Florida
$271K
LSL
128
Legacy Solutions LLC
Pennsylvania
$258K +$259K +5,161 New
VNA
129
Valley National Advisers
Pennsylvania
$257K +$73.6K +1,467 +40%
ARA
130
Alexander Randolph Advisory
Virginia
$250K
IA
131
IFP Advisors
Florida
$237K -$2.11K -42 -0.9%
BWM
132
BCGM Wealth Management
Indiana
$236K +$237K +4,729 New
CIAS
133
CFS Investment Advisory Services
New Jersey
$225K -$46.4K -925 -17%
PA
134
Pineridge Advisors
Missouri
$214K -$165K -3,287 -43%
SFO
135
Stokes Family Office
Louisiana
$208K -$43.1K -860 -17%
VWA
136
Visionary Wealth Advisors
Illinois
$208K -$66.3K -1,323 -24%
HFW
137
Horizon Family Wealth
Illinois
$202K +$451 +9 +0.2%
MG
138
Mather Group
Illinois
$132K
Wells Fargo
139
Wells Fargo
California
$118K +$18.6K +370 +19%
GFPC
140
Global Financial Private Client
Florida
$110K
WCM
141
WealthTrak Capital Management
Virginia
$105K +$105K +2,102 New
SS
142
Sunbelt Securities
Texas
$101K -$903 -18 -0.9%
VHAM
143
Van Hulzen Asset Management
California
$99.9K +$100K +2,000 New
CIAS
144
Capital Investment Advisory Services
North Carolina
$99.4K +$29.1K +580 +41%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$97.8K +$1.05K +21 +1%
GWM
146
Geneos Wealth Management
Colorado
$74.1K
Comerica Bank
147
Comerica Bank
Texas
$72.1K
FFA
148
Farther Finance Advisors
California
$60.4K +$60.7K +1,210 New
MWA
149
Medallion Wealth Advisors
Connecticut
$60K +$60.3K +1,202 New
SWM
150
Sugarloaf Wealth Management
Georgia
$50K