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BlackRock Short Maturity Municipal Bond ETF

56 hedge funds and large institutions have $84.2M invested in BlackRock Short Maturity Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

4% less capital invested

Capital invested by funds: $87.6M → $84.2M (-$3.38M)

2% less funds holding

Funds holding: 5756 (-1)

2.05% less ownership

Funds ownership: 49.72%47.67% (-2.1%)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
20
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.8M +$1.32M +26,334 +9%
RCM
2
Requisite Capital Management
Texas
$11.1M -$2.34M -46,679 -17%
PEA
3
Pacific Edge Advisors
California
$4.49M -$85.1K -1,700 -2%
BlackRock
4
BlackRock
New York
$4.38M -$112K -2,239 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.67M +$2.42M +48,355 +194%
UBS Group
6
UBS Group
Switzerland
$3.46M -$1.3M -26,018 -27%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.26M +$3.25M +64,970 New
LPL Financial
8
LPL Financial
California
$2.75M +$202K +4,032 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.57M +$522K +10,435 +26%
Citadel Advisors
10
Citadel Advisors
Florida
$2.05M -$1.18M -23,525 -37%
HJA
11
Hugh Johnson Advisors
New York
$2.05M -$183K -3,658 -8%
IWP
12
Icon Wealth Partners
Texas
$1.9M +$913K +18,245 +92%
NA
13
NewEdge Advisors
Louisiana
$1.9M +$169K +3,380 +10%
Stifel Financial
14
Stifel Financial
Missouri
$1.88M -$177K -3,545 -9%
SCA
15
Snowden Capital Advisors
New York
$1.87M -$175K -3,490 -9%
EGA
16
Eagle Global Advisors
Texas
$1.87M +$213K +4,252 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.7M +$836K +16,698 +97%
AG
18
Advisor Group
Arizona
$1.49M +$242K +4,836 +19%
RJA
19
Raymond James & Associates
Florida
$1.42M +$321K +6,408 +29%
EWM
20
Elmwood Wealth Management
California
$1.38M -$90.8K -1,814 -6%
PAG
21
Private Advisor Group
New Jersey
$887K -$205K -4,095 -19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$879K +$159K +3,176 +22%
UCFA
23
United Capital Financial Advisors
Texas
$823K +$13.2K +264 +2%
EK
24
Evensky & Katz
Florida
$792K -$56.4K -1,126 -7%
RWMH
25
Riverpoint Wealth Management Holdings
Illinois
$772K +$48.1K +961 +7%