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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 121

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

21% more capital invested

Capital invested by funds: $3.34B → $4.04B (+$703M)

3% more funds holding

Funds holding: 505520 (+15)

0.76% more ownership

Funds ownership: 65.74%66.5% (+0.76%)

Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.1%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
351
Horst & Graben Wealth Management
Oregon
$428K +$57.4K +532 +15%
T
352
TNF
Montana
$419K +$421K +3,901 New
LPWM
353
Lake Point Wealth Management
Texas
$416K
First Trust Advisors
354
First Trust Advisors
Illinois
$415K -$41.3K -383 -9%
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$414K +$137K +1,272 +49%
IWMA
356
Ironwood Wealth Management (Arizona)
Arizona
$412K -$476K -4,414 -54%
PO
357
Private Ocean
California
$411K +$369K +3,424 +856%
CRCM
358
Corbett Road Capital Management
Virginia
$399K -$3.77K -35 -0.9%
PCWA
359
Pacific Capital Wealth Advisors
California
$397K
WCF
360
West Coast Financial
California
$397K
TFF
361
The Family Firm
Maryland
$396K +$863 +8 +0.2%
SFP
362
Strategic Financial Planning
Texas
$391K -$1.08K -10 -0.3%
SW
363
SVB Wealth
Massachusetts
$388K
BA
364
Ballast Advisors
Minnesota
$382K +$107K +991 +39%
KeyBank National Association
365
KeyBank National Association
Ohio
$376K
AC
366
Alexandria Capital
Virginia
$373K -$102K -948 -21%
WWMSC
367
Wagner Wealth Management (South Carolina)
South Carolina
$371K
AIP
368
Almanack Investment Partners
Pennsylvania
$371K +$372K +3,450 New
BFA
369
Beacon Financial Advisory
Ohio
$370K +$647 +6 +0.2%
WP
370
WealthPLAN Partners
Nebraska
$367K
EIA
371
Eldridge Investment Advisors
New Hampshire
$366K
FM
372
Foster & Motley
Ohio
$363K +$38.5K +357 +12%
BHWM
373
Bar Harbor Wealth Management
New Hampshire
$360K +$91.5K +848 +34%
HWM
374
Howard Wealth Management
Connecticut
$358K -$60.4K -560 -14%
CB
375
CNB Bank
Pennsylvania
$358K +$35.1K +325 +11%