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iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
226
Evensky & Katz
Florida
$2.89M -$1.68M -15,897 -37%
STFP
227
Signal Tree Financial Partners
Ohio
$2.87M +$2.88M +27,223 New
B
228
Bailard
California
$2.86M -$7.63M -72,249 -73%
TF
229
Tompkins Financial
New York
$2.84M +$594K +5,626 +26%
SW
230
SteelPeak Wealth
California
$2.84M -$10.9K -103 -0.4%
Lazard Asset Management
231
Lazard Asset Management
New York
$2.83M
LWM
232
LJI Wealth Management
Indiana
$2.82M +$133K +1,258 +5%
WAM
233
WNY Asset Management
New York
$2.8M +$480K +4,547 +21%
JIC
234
Joel Isaacson & Co
New York
$2.79M +$465K +4,398 +20%
PWM
235
Perigon Wealth Management
California
$2.71M +$774K +7,328 +40%
SIC
236
Sigma Investment Counselors
Michigan
$2.7M +$1.68M +15,903 +164%
GSWM
237
Greenup Street Wealth Management
Michigan
$2.69M -$91.2K -863 -3%
P
238
&Partners
Tennessee
$2.69M +$1.13M +10,737 +73%
AWM
239
Angeles Wealth Management
California
$2.64M +$68.8K +651 +3%
CA
240
Clearstead Advisors
Ohio
$2.63M +$2.13M +20,201 +424%
ACA
241
Aptus Capital Advisors
Alabama
$2.62M +$1.58M +14,935 +150%
WCFA
242
Walkner Condon Financial Advisors
Wisconsin
$2.61M -$2.01K -19 -0.1%
FFA
243
Farther Finance Advisors
California
$2.6M -$2.17M -20,514 -45%
AL
244
ADE LLC
Maryland
$2.6M -$125K -1,181 -5%
VAMG
245
Voisard Asset Management Group
Michigan
$2.59M +$2.44M +23,113 +1,556%
KCM
246
KM Capital Management
Texas
$2.59M +$257K +2,436 +11%
PCIG
247
Partners Capital Investment Group
Massachusetts
$2.57M -$16.9M -160,055 -87%
RA
248
RFG Advisory
Alabama
$2.56M +$14.9K +141 +0.6%
Jones Financial Companies
249
Jones Financial Companies
Missouri
$2.52M +$1.78M +16,856 +239%
NGA
250
Naples Global Advisors
Florida
$2.48M +$193K +1,825 +8%