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iShares Short-Term National Muni Bond ETF

785 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

9% more capital invested

Capital invested by funds: $7.85B → $8.57B (+$721M)

5.2% more ownership

Funds ownership: 86.55%91.74% (+5.2%)

5% more funds holding

Funds holding: 751785 (+34)

15% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 315

Holders
785
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.44%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.61%
New
122
Increased
267
Reduced
315
Closed
76
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
226
ADE LLC
Maryland
$3.03M -$48.8K -469 -2%
CPIG
227
Chicago Partners Investment Group
Illinois
$3.03M -$205K -1,968 -6%
EWP
228
Engrave Wealth Partners
Texas
$3M +$2.96M +28,500 New
CWM
229
Connecticut Wealth Management
Connecticut
$3M +$7.8K +75 +0.3%
FFM
230
Forum Financial Management
Illinois
$2.99M
ML
231
McAdam LLC
Pennsylvania
$2.91M -$91.9K -883 -3%
WCFA
232
Walkner Condon Financial Advisors
Wisconsin
$2.84M +$963K +9,253 +52%
PWP
233
PrairieView Wealth Partners
Illinois
$2.82M +$2.79M +26,789 New
FWM
234
Fonville Wealth Management
Virginia
$2.82M +$2.78M +26,705 New
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$2.81M +$894K +8,597 +47%
EA
236
Efficient Advisors
Ohio
$2.78M -$118K -1,130 -4%
AGA
237
Arkos Global Advisors
Texas
$2.77M +$507K +4,872 +23%
PA
238
Probity Advisors
Texas
$2.75M -$669K -6,430 -20%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$2.73M +$3.64K +35 +0.1%
FAT
240
First American Trust
California
$2.69M +$17.5K +168 +0.7%
Lazard Asset Management
241
Lazard Asset Management
New York
$2.69M
OFG
242
Omega Financial Group
California
$2.69M -$83.9K -807 -3%
WA
243
Wealth Architects
California
$2.63M -$63.7K -612 -2%
BMCM
244
Bryn Mawr Capital Management
Pennsylvania
$2.61M -$520K -5,000 -17%
CPP
245
Capasso Planning Partners
South Carolina
$2.61M -$479K -4,608 -16%
TI
246
Tidal Investments
Wisconsin
$2.61M +$833K +8,008 +48%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$2.57M +$598K +5,749 +31%
KAS
248
Kestra Advisory Services
Texas
$2.53M +$770K +7,398 +45%
BHWM
249
Beaird Harris Wealth Management
Texas
$2.53M -$701K -6,740 -22%
PGA
250
Portland Global Advisors
Maine
$2.51M -$536K -5,151 -18%