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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.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $410M → $503M (+$92.4M)

8% more funds holding

Funds holding: 106114 (+8)

1.45% more ownership

Funds ownership: 82.61%84.07% (+1.5%)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.81%
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 Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$114M -$13.1M -262,245 -10%
IWC
2
Integrated Wealth Concepts
Massachusetts
$61.8M +$56.3M +1,129,876 +1,016%
RWM
3
Rockwood Wealth Management
Pennsylvania
$34.2M +$2.51M +50,252 +8%
RCA
4
Resonant Capital Advisors
Wisconsin
$28.6M +$28.6M +573,614 New
BlackRock
5
BlackRock
New York
$23.6M
FG
6
Foster Group
Iowa
$22.9M +$652K +13,079 +3%
SI
7
Stephens Inc
Arkansas
$12.5M +$2.11M +42,277 +20%
UWPG
8
Ullmann Wealth Partners Group
Florida
$11M +$8.37M +167,917 +319%
Morgan Stanley
9
Morgan Stanley
New York
$10.6M -$10.5M -211,538 -50%
KCM
10
Kathmere Capital Management
Pennsylvania
$10.5M -$2.27M -45,598 -18%
CG
11
Colony Group
Massachusetts
$9.13M -$519K -10,415 -5%
AG
12
Ascent Group
Virginia
$7.74M +$4.09M +82,059 +112%
Jane Street
13
Jane Street
New York
$7.52M -$8.67M -173,843 -54%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.15M +$6.06M +121,590 +552%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.94M +$1.61M +32,323 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.91M +$3.21M +64,447 +87%
1WM
17
1900 Wealth Management
Texas
$6.62M +$2.99M +59,971 +82%
LPL Financial
18
LPL Financial
California
$5.56M -$56.1K -1,125 -1%
SMG
19
Smart Money Group
Texas
$5.41M +$5.42M +108,711 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.99M +$61.7K +1,238 +1%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.73M -$245K -4,915 -5%
UBS Group
22
UBS Group
Switzerland
$4.48M -$913K -18,305 -17%
TFA
23
Tobias Financial Advisors
Florida
$3.9M -$93.6K -1,878 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.74M +$1.19M +23,857 +47%
OIA
25
OneDigital Investment Advisors
Kansas
$3.47M +$761K +15,266 +28%