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BlackRock Short Maturity Municipal Bond ETF

134 hedge funds and large institutions have $542M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 114134 (+20)

8% more capital invested

Capital invested by funds: $503M → $542M (+$39.1M)

2.66% more ownership

Funds ownership: 84.07%86.72% (+2.7%)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

Holders
134
Holders Change
+20
Holders Change %
+17.54%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
43
Reduced
45
Closed
7
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
$108M -$6.93M -139,013 -6%
IWC
2
Integrated Wealth Concepts
Massachusetts
$59.1M -$2.97M -59,603 -5%
RWM
3
Rockwood Wealth Management
Pennsylvania
$36.6M +$2.21M +44,386 +6%
RCA
4
Resonant Capital Advisors
Wisconsin
$32.1M +$3.42M +68,564 +12%
FG
5
Foster Group
Iowa
$22.9M
BlackRock
6
BlackRock
New York
$22.1M -$1.58M -31,651 -7%
Morgan Stanley
7
Morgan Stanley
New York
$18.8M +$8.07M +161,908 +76%
UWPG
8
Ullmann Wealth Partners Group
Florida
$16.1M +$5.1M +102,246 +46%
JP Morgan Chase
9
JP Morgan Chase
New York
$16.1M +$8.92M +178,787 +124%
SI
10
Stephens Inc
Arkansas
$14.7M +$2.21M +44,360 +18%
PDL
11
Portfolio Design Labs
California
$9.52M +$9.49M +190,399 New
QWP
12
Quotient Wealth Partners
Texas
$9.21M +$9.19M +184,255 New
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$9.09M +$9.07M +181,885 New
AG
14
Ascent Group
Virginia
$8.04M +$259K +5,189 +3%
LPL Financial
15
LPL Financial
California
$7.52M +$1.94M +38,890 +35%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.16M +$192K +3,853 +3%
SMG
17
Smart Money Group
Texas
$6.25M +$816K +16,366 +15%
AWM
18
Aprio Wealth Management
Georgia
$5.94M +$5.93M +118,881 New
PHWM
19
Pine Harbor Wealth Management
Maryland
$5.67M +$5.66M +113,480 New
Osaic Holdings
20
Osaic Holdings
Arizona
$5.39M -$1.54M -30,830 -22%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.99M +$253K +5,065 +5%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$4.78M -$226K -4,541 -5%
IIC
23
Integrated Investment Consultants
Michigan
$4.32M +$4.31M +86,400 New
SFA
24
Source Financial Advisors
New York
$4.28M +$1.41M +28,229 +49%
Corient Private Wealth
25
Corient Private Wealth
Florida
$3.93M +$3.92M +78,538 New