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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
AF
276
Apexium Financial
Texas
$2.08M +$53.8K +509 +3%
AI
277
Atria Investments
North Carolina
$2.06M +$78.3K +741 +4%
PS
278
Principal Securities
Iowa
$2.06M +$103K +977 +5%
MLRA
279
Main Line Retirement Advisors
Montana
$2.03M +$451K +4,269 +28%
1IA
280
1620 Investment Advisors
Massachusetts
$2.03M -$86.2K -816 -4%
CWS
281
Confluence Wealth Services
Pennsylvania
$1.98M +$79.1K +749 +4%
AFG
282
Allegheny Financial Group
Pennsylvania
$1.95M -$11.4K -108 -0.6%
AAS
283
Avantax Advisory Services
Texas
$1.93M +$463K +4,388 +32%
CPIG
284
Chicago Partners Investment Group
Illinois
$1.92M +$236K +2,231 +14%
ATI
285
ARK & TLK Investments
Oklahoma
$1.92M +$34.9K +330 +2%
BWM
286
BCO Wealth Management
New Mexico
$1.92M +$1.92M +18,188 New
FFM
287
Forum Financial Management
Illinois
$1.9M
BGWM
288
Bridge Generations Wealth Management
Florida
$1.9M +$1.9M +18,025 New
GGS
289
Galvin Gaustad & Stein
Arizona
$1.88M -$12.3K -116 -0.6%
PSCM
290
Per Stirling Capital Management
Texas
$1.87M +$296K +2,804 +19%
RCAG
291
Rehmann Capital Advisory Group
Michigan
$1.86M -$181K -1,714 -9%
SIA
292
Soltis Investment Advisors
Utah
$1.85M -$55.8K -528 -3%
CFP
293
Cascade Financial Partners
California
$1.85M +$1.18M +11,182 +177%
AR
294
Apeiron RIA
Texas
$1.84M +$42.6K +403 +2%
WFAG
295
Wescott Financial Advisory Group
Pennsylvania
$1.82M -$24.7K -234 -1%
BMCM
296
Bryn Mawr Capital Management
Pennsylvania
$1.81M
JSW
297
Journey Strategic Wealth
New Jersey
$1.8M +$188K +1,778 +12%
IA
298
IAM Advisory
Pennsylvania
$1.8M +$17K +161 +1%
AIA
299
Ally Invest Advisors
North Carolina
$1.79M +$432K +4,087 +32%
PWM
300
Pines Wealth Management
North Carolina
$1.78M +$1.79M +16,930 New