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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
PAG
151
Paladin Advisory Group
Iowa
$41.7K
CAL
152
Capital Advisors Ltd
Ohio
$31K
PWA
153
Physician Wealth Advisors
Utah
$24.2K +$24.3K +484 New
CSB
154
City State Bank
Iowa
$19K
AWM
155
AE Wealth Management
Kansas
$18.7K +$18.8K +375 New
CFD
156
Creative Financial Designs
Indiana
$17.9K +$201 +4 +1%
PS
157
Principal Securities
Iowa
$17.2K +$1K +20 +6%
VWM
158
Valley Wealth Managers
New Jersey
$13.5K
PB
159
Pinnacle Bancorp
Nebraska
$13.1K +$802 +16 +7%
OAJ
160
Ogorek Anthony Joseph
New York
$10K
HI
161
Harbour Investments
Wisconsin
$6.34K +$501 +10 +9%
Corient Private Wealth
162
Corient Private Wealth
Florida
-$4.02M -79,968 Closed
FCFC
163
First Citizens Financial Corp
Iowa
-$830K -16,502 Closed
WAP
164
Wealthcare Advisory Partners
Pennsylvania
-$425K -8,451 Closed
SFG
165
Shum Financial Group
California
-$333K -6,650 Closed
TI
166
Tidal Investments
Wisconsin
-$332K -6,608 Closed
TFA
167
Tobias Financial Advisors
Florida
-$203K -4,036 Closed
CIA
168
Concurrent Investment Advisors
Florida
-$201K -3,986 Closed
ACA
169
Aptus Capital Advisors
Alabama
-$33.1K -658 Closed
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
-$15K -298 Closed
NS
171
NBC Securities
Alabama
-$5K -100 Closed
GM
172
GeoWealth Management
Illinois
-$18