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BlackRock Short Maturity Municipal Bond ETF

114 hedge funds and large institutions have $503M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
39
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$114M 2,296,722 -262,245 -10%
IWC
2
Integrated Wealth Concepts
Massachusetts
$61.8M 1,241,135 +1,129,876 +1,016%
RWM
3
Rockwood Wealth Management
Pennsylvania
$34.2M 687,536 +50,252 +8%
RCA
4
Resonant Capital Advisors
Wisconsin
$28.6M 573,614 +573,614 New
BlackRock
5
BlackRock
New York
$23.6M 473,176
FG
6
Foster Group
Iowa
$22.9M 459,153 +13,079 +3%
SI
7
Stephens Inc
Arkansas
$12.5M 250,637 +42,277 +20%
UWPG
8
Ullmann Wealth Partners Group
Florida
$11M 220,575 +167,917 +319%
Morgan Stanley
9
Morgan Stanley
New York
$10.6M 213,400 -211,538 -50%
KCM
10
Kathmere Capital Management
Pennsylvania
$10.5M 210,849 -45,598 -18%
CG
11
Colony Group
Massachusetts
$9.13M 183,190 -10,415 -5%
AG
12
Ascent Group
Virginia
$7.74M 155,510 +82,059 +112%
Jane Street
13
Jane Street
New York
$7.52M 151,003 -173,843 -54%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$7.15M 143,636 +121,590 +552%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.94M 139,360 +32,323 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.91M 138,642 +64,447 +87%
1WM
17
1900 Wealth Management
Texas
$6.62M 132,911 +59,971 +82%
LPL Financial
18
LPL Financial
California
$5.56M 111,531 -1,125 -1%
SMG
19
Smart Money Group
Texas
$5.41M 108,711 +108,711 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.99M 100,222 +1,238 +1%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.73M 94,882 -4,915 -5%
UBS Group
22
UBS Group
Switzerland
$4.48M 89,894 -18,305 -17%
TFA
23
Tobias Financial Advisors
Florida
$3.9M 78,317 -1,878 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.74M 74,987 +23,857 +47%
OIA
25
OneDigital Investment Advisors
Kansas
$3.47M 69,601 +15,266 +28%