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BlackRock Short Maturity Municipal Bond ETF

85 hedge funds and large institutions have $189M invested in BlackRock Short Maturity Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

20% more capital invested

Capital invested by funds: $158M → $189M (+$30.9M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5.51% more ownership

Funds ownership: 59.45%64.95% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 8685 (-1)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
36
Reduced
20
Closed
10
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
$26.8M +$10.2M +202,797 +61%
LPL Financial
2
LPL Financial
California
$12.7M +$1.13M +22,574 +10%
KCM
3
Kathmere Capital Management
Pennsylvania
$12.6M +$780K +15,530 +7%
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M +$587K +11,694 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.2M +$196K +3,896 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.57M +$6.99M +139,195 +440%
BlackRock
7
BlackRock
New York
$8.16M -$4.52K -90 -0.1%
SSC
8
Syverson Strege & Co
Iowa
$7M -$172K -3,427 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.76M +$1.57M +31,273 +30%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.2M +$132K +2,633 +2%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.46M +$4.46M +88,921 New
KCA
12
Karn Couzens & Associates
Connecticut
$4.39M -$104K -2,081 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.11M +$14.8K +295 +0.4%
EH
14
Equitable Holdings
New York
$3.43M +$13.9K +276 +0.4%
BCI
15
Brinker Capital Investments
Pennsylvania
$3.1M -$231K -4,603 -7%
PEA
16
Pacific Edge Advisors
California
$3.05M +$141K +2,800 +5%
Jane Street
17
Jane Street
New York
$2.99M +$1.71M +33,974 +132%
EGA
18
Eagle Global Advisors
Texas
$2.5M +$50.2K +1,000 +2%
NA
19
NewEdge Advisors
Louisiana
$2.38M -$82.5K -1,643 -3%
Truist Financial
20
Truist Financial
North Carolina
$2.32M +$767K +15,272 +49%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.25M +$1.85M +36,873 +464%
DC
22
Derby & Company
Massachusetts
$2.2M +$818K +16,302 +59%
TFA
23
Tobias Financial Advisors
Florida
$2.17M +$141K +2,817 +7%
FTUS
24
Flow Traders U.S.
New York
$1.85M +$978K +19,494 +112%
Stifel Financial
25
Stifel Financial
Missouri
$1.75M +$12.6K +252 +0.7%