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BlackRock Short Maturity Municipal Bond ETF

180 hedge funds and large institutions have $890M invested in BlackRock Short Maturity Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
26
Increased
81
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$156M +$59M +1,172,752 +61%
RWM
2
Rockwood Wealth Management
Pennsylvania
$95.9M +$5.96M +118,537 +7%
RCA
3
Resonant Capital Advisors
Wisconsin
$62M +$40.2K +799 +0.1%
Bank of America
4
Bank of America
North Carolina
$57.8M +$10.2M +202,654 +21%
KIM
5
Kestra Investment Management
Texas
$45.1M +$21.8M +432,954 +93%
IWC
6
Integrated Wealth Concepts
Massachusetts
$33.1M -$801K -15,933 -2%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$29.4M +$15.1M +300,537 +106%
FG
8
Foster Group
Iowa
$26.1M -$4.52K -90 -0%
LPL Financial
9
LPL Financial
California
$25.5M +$6.15M +122,257 +32%
UWPG
10
Ullmann Wealth Partners Group
Florida
$21.7M +$3.33M +66,265 +18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$20.8M -$763K -15,182 -4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$14.6M -$862K -17,152 -6%
SI
13
Stephens Inc
Arkansas
$10.8M +$226K +4,492 +2%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$10.4M -$3.61M -71,881 -26%
PHWM
15
Pine Harbor Wealth Management
Maryland
$9.66M +$492K +9,796 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.28M -$810K -16,114 -8%
QWP
17
Quotient Wealth Partners
Texas
$8.92M +$1.1M +21,976 +14%
Betterment LLC
18
Betterment LLC
New York
$7.97M +$2.36M +46,897 +42%
DWM
19
Dynasty Wealth Management
Florida
$7.77M -$79.1K -1,573 -1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$7.67M +$2.62M +52,120 +52%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.53M +$92.3K +1,836 +1%
UBS Group
22
UBS Group
Switzerland
$6.95M +$1.96M +39,067 +39%
Jane Street
23
Jane Street
New York
$6.59M +$5.43M +107,993 +469%
NA
24
NewEdge Advisors
Louisiana
$6.47M +$439K +8,740 +7%
SMG
25
Smart Money Group
Texas
$6.42M -$717K -14,256 -10%