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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 129

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

16% more capital invested

Capital invested by funds: $2.88B → $3.34B (+$459M)

1.73% more ownership

Funds ownership: 64.01%65.74% (+1.7%)

0% more funds holding

Funds holding: 505505 (0)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.79%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
351
SVB Wealth
Massachusetts
$389K +$390K +3,615 New
PA
352
Pinnacle Associates
New York
$383K -$70.1K -650 -15%
PJSIMP
353
P.J. Schmidt Investment Management (PJS)
Wisconsin
$377K -$100K -928 -21%
KeyBank National Association
354
KeyBank National Association
Ohio
$377K +$98.3K +912 +35%
WWMSC
355
Wagner Wealth Management (South Carolina)
South Carolina
$373K +$368K +3,414 +8,129%
HGWM
356
Horst & Graben Wealth Management
Oregon
$371K -$8.3K -77 -2%
BFA
357
Beacon Financial Advisory
Ohio
$370K +$755 +7 +0.2%
WP
358
WealthPLAN Partners
Nebraska
$369K -$111K -1,028 -23%
MFS
359
McNamara Financial Services
Massachusetts
$368K +$125K +1,161 +51%
EIA
360
Eldridge Investment Advisors
New Hampshire
$367K
JCM
361
Jag Capital Management
Missouri
$363K +$363K +3,364 New
SWP
362
ShoreHaven Wealth Partners
New Jersey
$360K -$1.12M -10,356 -76%
BWM
363
BCS Wealth Management
Tennessee
$353K
WAS
364
Wealth Advisory Solutions
Indiana
$350K +$350K +3,250 New
FPW
365
Flagship Private Wealth
Massachusetts
$346K -$13.7K -127 -4%
Fidelity Investments
366
Fidelity Investments
Massachusetts
$345K +$169K +1,570 +96%
BRWA
367
B. Riley Wealth Advisors
Florida
$341K
CTFG
368
Capstone Triton Financial Group
Oklahoma
$336K
T
369
TRUADVICE
Florida
$332K +$332K +3,076 New
AL
370
ADE LLC
Maryland
$331K
FM
371
Foster & Motley
Ohio
$325K +$49.2K +456 +18%
NFG
372
Next Financial Group
Texas
$324K -$12.3K -114 -4%
EHC
373
Everett Harris & Co
California
$323K
HCC
374
Hirtle Callaghan & Co
Pennsylvania
$323K
CB
375
CNB Bank
Pennsylvania
$323K +$99.7K +925 +45%