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BlackRock Short Maturity Municipal Bond ETF

145 hedge funds and large institutions have $588M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $548M → $588M (+$39.5M)

4% more funds holding

Funds holding: 140145 (+5)

1.69% less ownership

Funds ownership: 82.83%81.13% (-1.7%)

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
16
Increased
63
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$70M +$52.5M +1,046,053 +302%
Bank of America
2
Bank of America
North Carolina
$57.9M -$62.7M -1,248,612 -52%
RCA
3
Resonant Capital Advisors
Wisconsin
$56.4M +$13.1M +260,890 +30%
RWM
4
Rockwood Wealth Management
Pennsylvania
$47.9M +$3.78M +75,243 +9%
IWC
5
Integrated Wealth Concepts
Massachusetts
$34.9M -$435K -8,672 -1%
FG
6
Foster Group
Iowa
$24.4M -$48.6K -968 -0.2%
SI
7
Stephens Inc
Arkansas
$19.7M +$894K +17,804 +5%
UWPG
8
Ullmann Wealth Partners Group
Florida
$17M +$779K +15,505 +5%
LPL Financial
9
LPL Financial
California
$16.2M +$1.13M +22,537 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.9M +$3.08M +61,385 +32%
KIM
11
Kestra Investment Management
Texas
$12.2M +$2.81M +55,906 +30%
PDL
12
Portfolio Design Labs
California
$11.1M +$6.99M +139,268 +171%
SFA
13
Source Financial Advisors
New York
$9.13M +$2.38M +47,335 +35%
AG
14
Ascent Group
Virginia
$9.11M +$6.15M +122,387 +208%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$8.79M +$13.3K +264 +0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.89M +$4.3M +85,559 +120%
PHWM
17
Pine Harbor Wealth Management
Maryland
$7.71M +$585K +11,642 +8%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$7.56M +$137K +2,729 +2%
SMG
19
Smart Money Group
Texas
$7.48M -$17.6K -350 -0.2%
QWP
20
Quotient Wealth Partners
Texas
$6.98M +$731K +14,559 +12%
Morgan Stanley
21
Morgan Stanley
New York
$6.51M -$477K -9,504 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.49M +$133K +2,649 +2%
CAM
23
Clarity Asset Management
Iowa
$4.93M +$4.92M +97,914 New
NA
24
NewEdge Advisors
Louisiana
$4.88M +$749K +14,914 +18%
Corient Private Wealth
25
Corient Private Wealth
Florida
$4.02M +$160K +3,182 +4%