We are live on ! Find out more
SUB icon

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
CWM
326
Certus Wealth Management
California
$1.38M -$645K -6,173 -32%
Financial Engines Advisors
327
Financial Engines Advisors
California
$1.37M -$542K -5,191 -28%
OP
328
ORG Partners
Indiana
$1.36M +$1.37M +13,070 New
PL
329
Plancorp LLC
Missouri
$1.36M
LPT
330
Legacy Private Trust
Wisconsin
$1.35M -$315K -3,014 -19%
BSB
331
Bangor Savings Bank
Maine
$1.34M +$1.15M +11,020 +607%
MCA
332
Maryland Capital Advisors
Maryland
$1.34M
AIP
333
Ameritas Investment Partners
Nebraska
$1.34M -$1.57K -15 -0.1%
VCM
334
Vivaldi Capital Management
Illinois
$1.33M
SJGA
335
Stephen J. Garry & Associates
New York
$1.31M +$522 +5 +0%
TLFA
336
True Link Financial Advisors
California
$1.3M +$34.5K +330 +3%
CIA
337
Capital Investment Advisors
Georgia
$1.29M +$104 +1 +0%
FA
338
FC Advisory
Pennsylvania
$1.29M +$111K +1,066 +9%
CAM
339
Cresset Asset Management
Illinois
$1.28M +$452K +4,325 +55%
AIA
340
Ally Invest Advisors
North Carolina
$1.28M +$153K +1,469 +14%
Citadel Advisors
341
Citadel Advisors
Florida
$1.28M +$1.27M +12,201 New
Northern Trust
342
Northern Trust
Illinois
$1.27M +$54.4K +521 +4%
PA
343
Probity Advisors
Texas
$1.26M -$115K -1,096 -8%
MWM
344
McNaughton Wealth Management
California
$1.26M +$30.1K +288 +2%
CWS
345
Confluence Wealth Services
Pennsylvania
$1.24M +$123K +1,176 +11%
AA
346
Advisory Alpha
Michigan
$1.22M -$136K -1,297 -10%
EFG
347
Everhart Financial Group
Ohio
$1.22M +$38.1K +365 +3%
CG
348
Cynosure Group
Utah
$1.19M
IPW
349
Intergy Private Wealth
Colorado
$1.18M -$768K -7,355 -40%
CCWA
350
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M +$41.7K +399 +4%