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BlackRock Short Maturity Municipal Bond ETF

160 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 29 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

155% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 31

10% more funds holding

Funds holding: 145160 (+15)

3% more capital invested

Capital invested by funds: $588M → $605M (+$17.1M)

1.26% less ownership

Funds ownership: 81.13%79.88% (-1.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
79
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Rockwood Wealth Management
Pennsylvania
$80.8M +$33.3M +663,979 +70%
RCA
2
Resonant Capital Advisors
Wisconsin
$52.5M -$3.47M -69,178 -6%
Bank of America
3
Bank of America
North Carolina
$45.9M -$11.6M -232,213 -20%
IWC
4
Integrated Wealth Concepts
Massachusetts
$33.8M -$870K -17,351 -2%
FG
5
Foster Group
Iowa
$25.7M +$1.44M +28,802 +6%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$20.1M +$11.4M +226,939 +130%
SI
7
Stephens Inc
Arkansas
$19M -$567K -11,311 -3%
UWPG
8
Ullmann Wealth Partners Group
Florida
$17.4M +$500K +9,965 +3%
LPL Financial
9
LPL Financial
California
$16.7M +$591K +11,789 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$15.3M -$54.4M -1,085,070 -78%
KIM
11
Kestra Investment Management
Texas
$14.8M +$2.72M +54,298 +22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.5M +$1.75M +34,810 +14%
PDL
13
Portfolio Design Labs
California
$11.8M +$788K +15,707 +7%
PHWM
14
Pine Harbor Wealth Management
Maryland
$10.1M +$2.43M +48,565 +32%
SC
15
Savant Capital
Illinois
$9.6M +$9.63M +192,150 New
AG
16
Ascent Group
Virginia
$9.23M +$181K +3,604 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.53M +$696K +13,872 +9%
Morgan Stanley
18
Morgan Stanley
New York
$7.65M +$1.2M +23,837 +18%
SMG
19
Smart Money Group
Texas
$7.53M +$75.4K +1,503 +1%
DWM
20
Dynasty Wealth Management
Florida
$7.17M +$7.2M +143,639 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.16M -$348K -6,947 -5%
QWP
22
Quotient Wealth Partners
Texas
$6.94M +$13K +259 +0.2%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.71M +$2.87M +57,204 +74%
NA
24
NewEdge Advisors
Louisiana
$6.59M +$1.75M +34,934 +36%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.06M +$613K +12,233 +11%