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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
WWM
251
Wiser Wealth Management
Georgia
$2.48M +$1.55M +14,872 +171%
OPPS
252
Obsidian Personal Planning Solutions
Maryland
$2.48M -$17.1K -164 -0.7%
CA
253
Cetera Advisors
Colorado
$2.47M -$1.02M -9,764 -29%
NGA
254
Naples Global Advisors
Florida
$2.44M +$60.9K +585 +3%
MA
255
Montag & Associates
Georgia
$2.43M +$332K +3,188 +16%
RJT
256
Raymond James Trust
Florida
$2.41M -$607K -5,837 -20%
TPCW
257
TD Private Client Wealth
New York
$2.4M +$896K +8,616 +61%
GAB
258
German American Bancorp
Indiana
$2.4M +$2.37M +22,755 New
GT
259
Glenview Trust
Kentucky
$2.4M +$783K +7,529 +50%
HB
260
HTLF Bank
Colorado
$2.38M +$2.35M +22,549 New
GGS
261
Galvin Gaustad & Stein
Arizona
$2.33M -$280K -2,692 -11%
JIC
262
Joel Isaacson & Co
New York
$2.32M -$101K -967 -4%
UA
263
Unison Advisors
District of Columbia
$2.32M +$6.55K +63 +0.3%
EH
264
Equitable Holdings
New York
$2.3M +$1.49M +14,345 +191%
IPW
265
Intergy Private Wealth
Colorado
$2.3M -$832 -8 -0%
MHR
266
Matthew Hamilton Rosenberg
$2.28M -$90.2K -867 -4%
GSWM
267
Greenup Street Wealth Management
Michigan
$2.27M +$386K +3,714 +21%
AI
268
Atria Investments
North Carolina
$2.26M -$659K -6,333 -23%
PB
269
Pinnacle Bancorp
Nebraska
$2.23M +$2.15M +20,704 +4,895%
JWS
270
Juncture Wealth Strategies
Arizona
$2.22M -$215K -2,065 -9%
SSW
271
Stone Summit Wealth
Florida
$2.22M +$448K +4,304 +26%
FT
272
Fiduciary Trust
Massachusetts
$2.21M +$620K +5,960 +40%
SWA
273
Safir Wealth Advisors
New Hampshire
$2.2M +$243K +2,338 +13%
1IA
274
1620 Investment Advisors
Massachusetts
$2.17M +$74.4K +715 +4%
RL
275
Rogco LP
Oklahoma
$2.15M -$51K -490 -2%