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BlackRock Short Maturity Municipal Bond ETF

140 hedge funds and large institutions have $548M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

5% more funds holding

Funds holding: 133140 (+7)

2% more capital invested

Capital invested by funds: $539M → $548M (+$9.17M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.21% less ownership

Funds ownership: 85.04%82.83% (-2.2%)

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
63
Reduced
39
Closed
12
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
$120M +$14.6M +291,961 +14%
RWM
2
Rockwood Wealth Management
Pennsylvania
$44M +$2.61M +52,063 +6%
RCA
3
Resonant Capital Advisors
Wisconsin
$43.1M +$8.36M +167,096 +24%
IWC
4
Integrated Wealth Concepts
Massachusetts
$35.3M -$23.4M -467,496 -40%
FG
5
Foster Group
Iowa
$24.4M +$205K +4,087 +0.8%
SI
6
Stephens Inc
Arkansas
$18.7M +$4.78M +95,429 +34%
JP Morgan Chase
7
JP Morgan Chase
New York
$17.4M -$1.22M -24,462 -7%
UWPG
8
Ullmann Wealth Partners Group
Florida
$16.2M +$134K +2,675 +0.8%
LPL Financial
9
LPL Financial
California
$15.1M +$6.57M +131,369 +78%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.75M +$5.61M +112,197 +136%
KIM
11
Kestra Investment Management
Texas
$9.37M +$9.35M +186,901 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$8.75M -$579K -11,579 -6%
SMG
13
Smart Money Group
Texas
$7.51M +$231K +4,608 +3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.4M +$1.18M +23,538 +19%
PHWM
15
Pine Harbor Wealth Management
Maryland
$7.1M +$896K +17,908 +14%
Morgan Stanley
16
Morgan Stanley
New York
$6.97M +$766K +15,304 +12%
SFA
17
Source Financial Advisors
New York
$6.72M +$834K +16,673 +14%
DWM
18
Dynasty Wealth Management
Florida
$6.52M -$5.48M -109,441 -46%
QWP
19
Quotient Wealth Partners
Texas
$6.23M -$5.57M -111,321 -47%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.34M +$271K +5,421 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.42M -$706K -14,116 -14%
IIC
22
Integrated Investment Consultants
Michigan
$4.33M
NA
23
NewEdge Advisors
Louisiana
$4.12M +$1.89M +37,854 +86%
PDL
24
Portfolio Design Labs
California
$4.08M +$445K +8,894 +12%
Corient Private Wealth
25
Corient Private Wealth
Florida
$3.85M -$132K -2,631 -3%