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BlackRock Short Maturity Municipal Bond ETF

104 hedge funds and large institutions have $270M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $216M → $270M (+$54.4M)

10.7% more ownership

Funds ownership: 82.11%92.81% (+11%)

9% more funds holding

Funds holding: 95104 (+9)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
35
Reduced
36
Closed
11
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
$63.6M +$31.9M +643,007 +101%
IWC
2
Integrated Wealth Concepts
Massachusetts
$35.3M +$591K +11,892 +2%
KCM
3
Kathmere Capital Management
Pennsylvania
$17M +$15.1M +303,967 +800%
1WM
4
1900 Wealth Management
Texas
$12.2M +$12.2M +244,910 New
HighTower Advisors
5
HighTower Advisors
Illinois
$9.43M -$622K -12,511 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.95M -$536K -10,779 -6%
BPA
7
Beacon Pointe Advisors
California
$6.33M +$3.71M +74,633 +141%
LPL Financial
8
LPL Financial
California
$5.76M -$7.56M -152,124 -57%
BlackRock
9
BlackRock
New York
$5.44M -$1.7M -34,116 -24%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.2M -$574K -11,546 -10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.29M -$49.4K -994 -1%
SSC
12
Syverson Strege & Co
Iowa
$4.12M -$266K -5,363 -6%
CG
13
Colony Group
Massachusetts
$3.58M +$629K +12,658 +21%
Truist Financial
14
Truist Financial
North Carolina
$3.5M -$889K -17,885 -20%
Citadel Advisors
15
Citadel Advisors
Florida
$3.37M +$2.66M +53,523 +377%
MWM
16
Modera Wealth Management
New Jersey
$3.32M +$2.92M +58,700 +734%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.23M +$3.23M +64,960 New
Jane Street
18
Jane Street
New York
$2.91M -$1.29M -26,016 -31%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.86M -$972K -19,557 -25%
TFA
20
Tobias Financial Advisors
Florida
$2.78M +$414K +8,339 +18%
VWA
21
Visionary Wealth Advisors
Illinois
$2.71M +$2.7M +54,420 New
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M -$5.4M -108,664 -67%
NA
23
NewEdge Advisors
Louisiana
$2.63M +$157K +3,164 +6%
Morgan Stanley
24
Morgan Stanley
New York
$2.57M -$361K -7,265 -12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.52M +$2.52M +50,671 New