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BlackRock Short Maturity Municipal Bond ETF

159 hedge funds and large institutions have $605M invested in BlackRock Short Maturity Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+14
Holders Change %
+9.66%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
28
Increased
79
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RWM
1
Rockwood Wealth Management
Pennsylvania
$80.8M 1,615,967 +663,979 +70%
RCA
2
Resonant Capital Advisors
Wisconsin
$52.5M 1,051,899 -69,178 -6%
Bank of America
3
Bank of America
North Carolina
$45.9M 918,690 -232,213 -20%
IWC
4
Integrated Wealth Concepts
Massachusetts
$33.8M 677,266 -17,351 -2%
FG
5
Foster Group
Iowa
$25.7M 513,551 +28,802 +6%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$20.1M 401,616 +226,939 +130%
SI
7
Stephens Inc
Arkansas
$19M 380,034 -11,311 -3%
UWPG
8
Ullmann Wealth Partners Group
Florida
$17.4M 347,628 +9,965 +3%
LPL Financial
9
LPL Financial
California
$16.7M 334,648 +11,789 +4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$15.3M 307,096 -1,085,070 -78%
KIM
11
Kestra Investment Management
Texas
$14.8M 297,105 +54,298 +22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.5M 290,708 +34,810 +14%
PDL
13
Portfolio Design Labs
California
$11.8M 236,430 +15,707 +7%
PHWM
14
Pine Harbor Wealth Management
Maryland
$10.1M 201,828 +48,565 +32%
SC
15
Savant Capital
Illinois
$9.6M 192,150 +192,150 New
AG
16
Ascent Group
Virginia
$9.23M 184,721 +3,604 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.53M 170,753 +13,872 +9%
Morgan Stanley
18
Morgan Stanley
New York
$7.65M 153,235 +23,837 +18%
SMG
19
Smart Money Group
Texas
$7.53M 150,704 +1,503 +1%
DWM
20
Dynasty Wealth Management
Florida
$7.17M 143,639 +143,639 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.16M 143,276 -6,947 -5%
QWP
22
Quotient Wealth Partners
Texas
$6.94M 139,002 +259 +0.2%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.71M 134,286 +57,204 +74%
NA
24
NewEdge Advisors
Louisiana
$6.59M 131,974 +34,934 +36%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.06M 121,334 +12,233 +11%