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BlackRock Short Maturity Municipal Bond ETF

189 hedge funds and large institutions have $969M invested in BlackRock Short Maturity Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $906M → $969M (+$62.9M)

3% more funds holding

Funds holding: 184189 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.79% less ownership

Funds ownership: 80.41%77.62% (-2.8%)

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
85
Reduced
58
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$173M +$15.8M +314,175 +10%
RWM
2
Rockwood Wealth Management
Pennsylvania
$102M +$6.01M +119,257 +6%
RCA
3
Resonant Capital Advisors
Wisconsin
$69.3M +$7.03M +139,550 +11%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$63.6M +$34M +674,207 +115%
Bank of America
5
Bank of America
North Carolina
$54.6M -$3.47M -68,867 -6%
IWC
6
Integrated Wealth Concepts
Massachusetts
$33.2M -$705 -14 -0%
LPL Financial
7
LPL Financial
California
$30.8M +$5.16M +102,362 +20%
FG
8
Foster Group
Iowa
$26.6M +$389K +7,728 +1%
KIM
9
Kestra Investment Management
Texas
$23.9M -$21.5M -425,759 -47%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.2M +$2.39M +47,455 +11%
UWPG
11
Ullmann Wealth Partners Group
Florida
$22.8M +$1,000K +19,844 +5%
JP Morgan Chase
12
JP Morgan Chase
New York
$16.7M +$2.07M +41,148 +14%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.1M +$148K +2,939 +1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$10.3M +$2.58M +51,246 +34%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$10.1M -$326K -6,468 -3%
DWM
16
Dynasty Wealth Management
Florida
$9.94M +$2.12M +42,092 +27%
HighTower Advisors
17
HighTower Advisors
Illinois
$9.82M +$5.5M +109,109 +128%
QWP
18
Quotient Wealth Partners
Texas
$9.77M +$811K +16,093 +9%
PHWM
19
Pine Harbor Wealth Management
Maryland
$9.48M -$221K -4,389 -2%
SI
20
Stephens Inc
Arkansas
$8.67M -$2.18M -43,275 -20%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.52M +$954K +18,929 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.28M +$1.89M +37,581 +30%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.22M -$1.1M -21,886 -12%
Betterment LLC
24
Betterment LLC
New York
$7.48M -$522K -10,365 -7%
SC
25
Savant Capital
Illinois
$7.4M +$1.02M +20,213 +16%