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BlackRock Short Maturity Municipal Bond ETF

63 hedge funds and large institutions have $98.4M invested in BlackRock Short Maturity Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $84.2M → $98.4M (+$14.3M)

13% more funds holding

Funds holding: 5663 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.66% less ownership

Funds ownership: 47.67%47.01% (-0.66%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
26
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Requisite Capital Management
Texas
$17.8M +$6.71M +133,783 +60%
Bank of America
2
Bank of America
North Carolina
$12.7M -$4.12M -82,179 -24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.77M +$3.09M +61,683 +84%
BlackRock
4
BlackRock
New York
$5.05M +$674K +13,435 +15%
PEA
5
Pacific Edge Advisors
California
$4.18M -$301K -6,000 -7%
AG
6
Advisor Group
Arizona
$4.17M +$2.69M +53,521 +180%
UBS Group
7
UBS Group
Switzerland
$3.87M +$407K +8,111 +12%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.52M +$264K +5,268 +8%
LPL Financial
9
LPL Financial
California
$3.05M +$305K +6,086 +11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.99M +$1.29M +25,712 +76%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.54M -$22.1K -441 -0.9%
NA
12
NewEdge Advisors
Louisiana
$2.51M +$611K +12,170 +32%
EGA
13
Eagle Global Advisors
Texas
$2.18M +$317K +6,311 +17%
Stifel Financial
14
Stifel Financial
Missouri
$1.96M +$85.8K +1,710 +5%
SCA
15
Snowden Capital Advisors
New York
$1.71M -$163K -3,250 -9%
IWP
16
Icon Wealth Partners
Texas
$1.62M -$285K -5,675 -15%
EWM
17
Elmwood Wealth Management
California
$1.4M +$20.8K +414 +2%
DCM
18
Donaldson Capital Management
Indiana
$1.33M +$1.34M +26,625 New
JFM
19
Jackson Financial Management
California
$1.25M +$1.25M +25,000 New
RJA
20
Raymond James & Associates
Florida
$1.09M -$331K -6,590 -23%
PAG
21
Private Advisor Group
New Jersey
$1.03M +$140K +2,799 +16%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$913K +$34.3K +684 +4%
UCFA
23
United Capital Financial Advisors
Texas
$851K +$27.6K +550 +3%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$827K +$491K +9,780 +146%
RWMH
25
Riverpoint Wealth Management Holdings
Illinois
$791K +$18.8K +374 +2%