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BlackRock Short Maturity Municipal Bond ETF

95 hedge funds and large institutions have $216M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

15.78% more ownership

Funds ownership: 66.33%82.11% (+16%)

11% more capital invested

Capital invested by funds: $194M → $216M (+$21.1M)

0% more funds holding

Funds holding: 9595 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
30
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$34.7M +$33.9M +678,425 +3,519%
Bank of America
2
Bank of America
North Carolina
$31.6M +$2.66M +53,346 +9%
LPL Financial
3
LPL Financial
California
$13.3M +$701K +14,037 +6%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.1M -$3.14K -63 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.49M -$2.81M -56,307 -25%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.07M +$3.1M +62,063 +62%
BlackRock
7
BlackRock
New York
$7.14M -$286K -5,729 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.64M -$674K -13,498 -10%
BCI
9
Brinker Capital Investments
Pennsylvania
$4.71M +$2.24M +44,815 +90%
Truist Financial
10
Truist Financial
North Carolina
$4.4M +$1.52M +30,448 +53%
SSC
11
Syverson Strege & Co
Iowa
$4.39M -$4.67M -93,651 -51%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.35M +$274K +5,488 +7%
Jane Street
13
Jane Street
New York
$4.21M +$1.63M +32,749 +63%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.84M -$1.79M -35,953 -32%
KCA
15
Karn Couzens & Associates
Connecticut
$3.73M +$392K +7,862 +12%
Creative Planning
16
Creative Planning
Kansas
$3.08M -$7.07M -141,634 -70%
CG
17
Colony Group
Massachusetts
$2.96M +$2.96M +59,385 New
Morgan Stanley
18
Morgan Stanley
New York
$2.93M -$2.89M -57,872 -50%
EH
19
Equitable Holdings
New York
$2.83M -$404K -8,086 -12%
BPA
20
Beacon Pointe Advisors
California
$2.63M +$2.63M +52,750 New
NA
21
NewEdge Advisors
Louisiana
$2.48M +$270K +5,406 +12%
EGA
22
Eagle Global Advisors
Texas
$2.38M
TFA
23
Tobias Financial Advisors
Florida
$2.37M +$2.38M +47,637 New
FFN
24
Focus Financial Network
Minnesota
$1.99M +$2M +39,982 New
EWM
25
Elmwood Wealth Management
California
$1.98M +$394K +7,900 +25%