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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 296 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

0.78% more ownership

Funds ownership: 86.91%87.69% (+0.78%)

0% more capital invested

Capital invested by funds: $7.68B → $7.68B (+$5.3M)

0% more funds holding

Funds holding: 757757 (0)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 296

Holders
757
Holders Change
Holders Change %
0%
% of All Funds
10.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
296
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
226
Chicago Partners Investment Group
Illinois
$2.74M -$159K -1,522 -6%
1WM
227
1900 Wealth Management
Texas
$2.73M -$29.8K -285 -1%
FFA
228
Farther Finance Advisors
California
$2.72M +$847K +8,104 +45%
HB
229
HTLF Bank
Colorado
$2.68M +$151K +1,445 +6%
Betterment LLC
230
Betterment LLC
New York
$2.66M +$325K +3,108 +14%
SPIA
231
Steward Partners Investment Advisory
New York
$2.65M -$1.98M -18,938 -43%
ML
232
McAdam LLC
Pennsylvania
$2.63M -$48.1K -460 -2%
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$2.59M -$105K -1,001 -4%
EA
234
Efficient Advisors
Ohio
$2.56M -$241K -2,309 -9%
FT
235
Fiduciary Trust
Massachusetts
$2.53M +$316K +3,024 +14%
ECM
236
Exchange Capital Management
Michigan
$2.52M -$721K -6,903 -22%
AGA
237
Arkos Global Advisors
Texas
$2.5M -$18.7K -179 -0.7%
LWM
238
LJI Wealth Management
Indiana
$2.48M -$3.36M -32,165 -58%
KCM
239
KM Capital Management
Texas
$2.46M -$189K -1,808 -7%
SPC
240
Sigma Planning Corp
Michigan
$2.43M +$21.7K +208 +0.9%
UA
241
Unison Advisors
District of Columbia
$2.43M +$418 +4 +0%
GAB
242
German American Bancorp
Indiana
$2.42M -$18.6K -178 -0.8%
GSWM
243
Greenup Street Wealth Management
Michigan
$2.39M +$24.8K +237 +1%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$2.35M -$219K -2,095 -9%
1IA
245
1620 Investment Advisors
Massachusetts
$2.35M +$180K +1,719 +8%
FTS
246
Fifth Third Securities
Ohio
$2.35M +$26.7K +256 +1%
NGA
247
Naples Global Advisors
Florida
$2.33M +$62.7K +600 +3%
YCG
248
Yeomans Consulting Group
Georgia
$2.31M -$3.04M -29,094 -57%
RA
249
RFG Advisory
Alabama
$2.3M +$226K +2,164 +11%
PB
250
Pinnacle Bancorp
Nebraska
$2.25M +$41.9K +401 +2%