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BlackRock Short Maturity Municipal Bond ETF

111 hedge funds and large institutions have $429M invested in BlackRock Short Maturity Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

8% more capital invested

Capital invested by funds: $397M → $429M (+$32.1M)

5% more funds holding

Funds holding: 106111 (+5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

67.75% less ownership

Funds ownership: 149.08%81.33% (-68%)

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
46
Reduced
35
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
$180M +$2.88M +57,942 +2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$39.7M +$2.67M +53,722 +7%
RWM
3
Rockwood Wealth Management
Pennsylvania
$25.5M +$9.58M +192,759 +60%
KCM
4
Kathmere Capital Management
Pennsylvania
$13.6M -$1.76M -35,445 -11%
UBS Group
5
UBS Group
Switzerland
$12.5M +$9.08M +182,643 +265%
Jane Street
6
Jane Street
New York
$9.94M +$4.03M +81,113 +68%
1WM
7
1900 Wealth Management
Texas
$9.4M -$2.66M -53,613 -22%
CG
8
Colony Group
Massachusetts
$8.29M +$4.22M +84,992 +104%
Morgan Stanley
9
Morgan Stanley
New York
$8.04M +$2.24M +45,124 +39%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.79M -$1.34M -26,958 -16%
LPL Financial
11
LPL Financial
California
$5.83M +$508K +10,218 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.17M +$54.1K +1,089 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.73M +$85.2K +1,715 +2%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$4.68M -$233K -4,691 -5%
BlackRock
15
BlackRock
New York
$4.56M -$117K -2,356 -3%
VWA
16
Visionary Wealth Advisors
Illinois
$3.92M +$933K +18,769 +31%
TFA
17
Tobias Financial Advisors
Florida
$3.65M +$27K +543 +0.7%
SSC
18
Syverson Strege & Co
Iowa
$3.57M -$589K -11,856 -14%
OIA
19
OneDigital Investment Advisors
Kansas
$2.82M +$1.95M +39,271 +224%
SFO
20
Stokes Family Office
Louisiana
$2.64M +$529K +10,634 +25%
FFN
21
Focus Financial Network
Minnesota
$2.44M +$60.5K +1,218 +3%
EGA
22
Eagle Global Advisors
Texas
$2.42M +$42.3K +850 +2%
OCM
23
One Capital Management
California
$2.39M +$1M +20,150 +72%
EWM
24
Elmwood Wealth Management
California
$2.37M +$84.5K +1,700 +4%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.2M -$1.86M -37,321 -46%