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BlackRock Short Maturity Municipal Bond ETF

189 hedge funds and large institutions have $969M invested in BlackRock Short Maturity Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $906M → $969M (+$62.9M)

3% more funds holding

Funds holding: 184189 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.79% less ownership

Funds ownership: 80.41%77.62% (-2.8%)

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
85
Reduced
58
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$270K -$307K -6,094 -53%
IIL
152
Insight Inv LLC
California
$268K -$101K -2,000 -27%
CCM
153
Charter Capital Management
Wisconsin
$268K -$20.2K -400 -7%
MWM
154
Mission Wealth Management
California
$266K +$1.92K +38 +0.7%
ZF
155
Zhang Financial
Michigan
$254K
SFO
156
Stokes Family Office
Louisiana
$254K +$52K +1,032 +26%
DWM
157
DecisionMap Wealth Management
Virginia
$244K +$6.75K +134 +3%
MOS
158
MGO One Seven
Ohio
$244K +$244K +4,834 New
CAL
159
Capital Advisors Ltd
Ohio
$224K +$76.7K +1,522 +52%
FCP
160
Fidelis Capital Partners
Florida
$222K
PIA
161
Perennial Investment Advisors
California
$216K -$440K -8,735 -67%
AWE
162
Avidian Wealth Enterprises
Texas
$211K
IWN
163
Independent Wealth Network
Iowa
$211K +$210K +4,170 New
TSS
164
Two Sigma Securities
New York
$208K +$208K +4,124 New
SOS
165
Silver Oak Securities
Tennessee
$208K
CIA
166
Concurrent Investment Advisors
Florida
$201K
CIAS
167
Capital Investment Advisory Services
North Carolina
$168K -$150K -2,975 -47%
MCI
168
MRP Capital Investments
Georgia
$151K -$202K -4,000 -57%
MG
169
Mather Group
Illinois
$133K +$133K +2,634 New
FFA
170
Farther Finance Advisors
California
$103K -$345K -6,838 -77%
CI
171
CX Institutional
Indiana
$75K
GWM
172
Geneos Wealth Management
Colorado
$74.9K
MWA
173
Medallion Wealth Advisors
Connecticut
$59.9K +$1.76K +35 +3%
PA
174
Pineridge Advisors
Missouri
$49.3K -$166K -3,291 -77%
HAP
175
Harbor Asset Planning
Massachusetts
$48.4K +$353 +7 +0.7%