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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
JIC
251
Joel Isaacson & Co
New York
$2.24M -$69.7K -667 -3%
TF
252
Tompkins Financial
New York
$2.23M +$506K +4,841 +29%
SSW
253
Stone Summit Wealth
Florida
$2.22M -$240K -2,301 -10%
ML
254
Mayport LLC
Massachusetts
$2.22M +$702K +6,724 +46%
PF
255
Penney Financial
Texas
$2.21M +$102K +975 +5%
EFN
256
Equita Financial Network
Pennsylvania
$2.18M +$1.23M +11,733 +129%
RL
257
Rogco LP
Oklahoma
$2.16M +$25.3K +242 +1%
BHWM
258
Beaird Harris Wealth Management
Texas
$2.13M -$166K -1,589 -7%
CPP
259
Capasso Planning Partners
South Carolina
$2.1M -$81.4K -779 -4%
PPWP
260
Premier Path Wealth Partners
New Jersey
$2.09M +$279K +2,667 +15%
PP
261
Patten & Patten
Tennessee
$2.09M -$194K -1,855 -8%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$2.09M +$1.37M +13,134 +192%
SWA
263
Safir Wealth Advisors
New Hampshire
$2.08M
MA
264
Montag & Associates
Georgia
$2.08M -$298K -2,852 -13%
RCAG
265
Rehmann Capital Advisory Group
Michigan
$2.07M -$423K -4,053 -17%
GGS
266
Galvin Gaustad & Stein
Arizona
$2.03M -$56.9K -545 -3%
AF
267
Apexium Financial
Texas
$2.01M +$6.79K +65 +0.3%
OGF
268
Orin Green Financial
California
$1.98M +$1.98M +18,975 New
PS
269
Principal Securities
Iowa
$1.97M -$45.1K -432 -2%
WWM
270
Wiser Wealth Management
Georgia
$1.97M -$369K -3,531 -16%
AFG
271
Allegheny Financial Group
Pennsylvania
$1.97M +$36.8K +352 +2%
FFM
272
Forum Financial Management
Illinois
$1.97M
EH
273
Equitable Holdings
New York
$1.97M +$387K +3,703 +25%
WWM
274
WJ Wealth Management
Arizona
$1.96M +$26K +249 +1%
PHWM
275
Pine Harbor Wealth Management
Maryland
$1.96M -$96.3K -922 -5%