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iShares Short-Term National Muni Bond ETF

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 26

79% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 138

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more funds holding

Funds holding: 520601 (+81)

14% more capital invested

Capital invested by funds: $4.04B → $4.61B (+$562M)

0.82% more ownership

Funds ownership: 66.5%67.32% (+0.82%)

Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.25%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.35%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
DB
351
Dravo Bay
Delaware
$615K +$622K +5,792 New
ACM
352
Antonetti Capital Management
Florida
$612K +$494K +4,601 +418%
HWIS
353
Hancock Whitney Investment Services
Louisiana
$604K +$603K +5,618 New
PWP
354
Personal Wealth Partners
Minnesota
$592K +$593K +5,517 New
FVWA
355
Foster Victor Wealth Advisors
South Carolina
$591K -$3.97K -37 -0.7%
BWP
356
Bernardo Wealth Planning
Pennsylvania
$586K -$24.7K -230 -4%
RA
357
Riversedge Advisors
Delaware
$580K +$580K +5,405 New
BFA
358
Beacon Financial Advisory
Ohio
$569K +$201K +1,868 +54%
VIM
359
Vista Investment Management
Pennsylvania
$568K +$265K +2,470 +88%
CISOA
360
Capital Investment Services of America
Wisconsin
$564K -$53.7K -500 -9%
KPWS
361
Kestra Private Wealth Services
Texas
$563K +$563K +5,246 New
OAM
362
Occidental Asset Management
California
$562K -$273K -2,546 -33%
DWT
363
Dorsey & Whitney Trust
South Dakota
$562K
CL
364
CPWM LLC
Washington
$561K
AWA
365
Aletheian Wealth Advisors
Washington
$553K +$553K +5,153 New
MFS
366
McNamara Financial Services
Massachusetts
$551K +$57.2K +533 +12%
PW
367
Peninsula Wealth
California
$550K +$550K +5,123 New
WWM
368
Wiser Wealth Management
Georgia
$545K +$3.54K +33 +0.7%
SW
369
Simplicity Wealth
New Jersey
$544K +$544K +5,065 New
HSWM
370
Hubbell Strickland Wealth Management
Louisiana
$542K -$5.58K -52 -1%
PPA
371
Parametric Portfolio Associates
Washington
$540K +$52.8K +492 +11%
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$120K +1,116 +29%
EVM
373
Eaton Vance Management
Massachusetts
$528K -$23.4M -217,730 -98%
HCA
374
Harbour Capital Advisors
Virginia
$519K -$381K -3,550 -42%
CAG
375
Crestwood Advisors Group
Massachusetts
$519K +$13.9K +129 +3%