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BlackRock Short Maturity Municipal Bond ETF

217 hedge funds and large institutions have $1.04B invested in BlackRock Short Maturity Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 58

15% more funds holding

Funds holding: 189217 (+28)

8% more capital invested

Capital invested by funds: $969M → $1.04B (+$75.6M)

1.56% more ownership

Funds ownership: 77.62%79.18% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
217
Holders Change
+28
Holders Change %
+14.81%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
87
Reduced
58
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$162M -$10.3M -205,435 -6%
RWM
2
Rockwood Wealth Management
Pennsylvania
$110M +$8.24M +163,620 +8%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$74M +$10.6M +211,363 +17%
RCA
4
Resonant Capital Advisors
Wisconsin
$69.1M +$31.3K +622 +0%
Bank of America
5
Bank of America
North Carolina
$59.1M +$4.68M +92,891 +9%
LPL Financial
6
LPL Financial
California
$33.9M +$3.17M +62,938 +10%
IWC
7
Integrated Wealth Concepts
Massachusetts
$32.8M -$284K -5,641 -0.9%
FG
8
Foster Group
Iowa
$27.7M +$1.19M +23,603 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$24.4M +$14.2M +281,524 +138%
UWPG
10
Ullmann Wealth Partners Group
Florida
$22.5M -$325K -6,444 -1%
KIM
11
Kestra Investment Management
Texas
$19.8M -$3.95M -78,459 -17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$19.1M -$4.05M -80,463 -17%
QCM
13
Quantinno Capital Management
New York
$15.5M +$15.5M +307,365 New
JP Morgan Chase
14
JP Morgan Chase
New York
$15M -$1.66M -32,923 -10%
Osaic Holdings
15
Osaic Holdings
Arizona
$11.7M +$598K +11,875 +5%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$10.2M +$59K +1,171 +0.6%
HighTower Advisors
17
HighTower Advisors
Illinois
$9.8M +$16.2K +322 +0.2%
QWP
18
Quotient Wealth Partners
Texas
$9.32M -$414K -8,222 -4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.18M +$992K +19,690 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.17M +$926K +18,398 +11%
DWM
21
Dynasty Wealth Management
Florida
$9.06M -$838K -16,636 -8%
PHWM
22
Pine Harbor Wealth Management
Maryland
$8.84M -$608K -12,074 -6%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$8.56M +$76.2K +1,513 +0.9%
UBS Group
24
UBS Group
Switzerland
$8.37M +$1.75M +34,745 +26%
SI
25
Stephens Inc
Arkansas
$6.87M -$1.77M -35,081 -20%