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BlackRock Short Maturity Municipal Bond ETF

106 hedge funds and large institutions have $397M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56.27% more ownership

Funds ownership: 92.81%149.08% (+56%)

47% more capital invested

Capital invested by funds: $270M → $397M (+$127M)

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 104106 (+2)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
39
Reduced
30
Closed
17
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
$177M +$114M +2,289,717 +179%
IWC
2
Integrated Wealth Concepts
Massachusetts
$36.9M +$1.7M +34,183 +5%
RWM
3
Rockwood Wealth Management
Pennsylvania
$15.9M +$16M +320,785 New
KCM
4
Kathmere Capital Management
Pennsylvania
$15.3M -$1.64M -33,044 -10%
1WM
5
1900 Wealth Management
Texas
$12M -$115K -2,317 -0.9%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.12M -$1.31M -26,276 -14%
Jane Street
7
Jane Street
New York
$5.9M +$3M +60,255 +103%
Morgan Stanley
8
Morgan Stanley
New York
$5.79M +$3.23M +64,944 +126%
LPL Financial
9
LPL Financial
California
$5.32M -$434K -8,722 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.11M -$2.84M -57,023 -36%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$4.9M +$1.68M +33,813 +52%
BlackRock
12
BlackRock
New York
$4.67M -$762K -15,309 -14%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.63M +$349K +7,024 +8%
SSC
14
Syverson Strege & Co
Iowa
$4.15M +$35.1K +706 +0.9%
CG
15
Colony Group
Massachusetts
$4.05M +$477K +9,590 +13%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.05M -$1.14M -22,895 -22%
TFA
17
Tobias Financial Advisors
Florida
$3.62M +$838K +16,845 +30%
Truist Financial
18
Truist Financial
North Carolina
$3.5M +$3.18K +64 +0.1%
UBS Group
19
UBS Group
Switzerland
$3.43M +$1.66M +33,356 +93%
MWM
20
Modera Wealth Management
New Jersey
$3.31M
VWA
21
Visionary Wealth Advisors
Illinois
$2.98M +$278K +5,584 +10%
NA
22
NewEdge Advisors
Louisiana
$2.91M +$284K +5,700 +11%
CF
23
Centaurus Financial
California
$2.75M +$2.76M +55,410 New
EGA
24
Eagle Global Advisors
Texas
$2.38M
FFN
25
Focus Financial Network
Minnesota
$2.37M +$119K +2,395 +5%