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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 77

45% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 219

41% more capital invested

Capital invested by funds: $6.9B → $9.75B (+$2.85B)

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 711784 (+73)

4.74% more ownership

Funds ownership: 77.4%82.13% (+4.7%)

Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.6%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
376
Cullen/Frost Bankers
Texas
$1.25M +$1.14M +10,970 +1,116%
AWM
377
Axxcess Wealth Management
California
$1.24M +$377K +3,638 +44%
SBL
378
Sargent Bickham Lagudis
Colorado
$1.23M
WTC
379
WhitTier Trust Company
Nevada
$1.22M +$24.2K +234 +2%
AIP
380
Ameritas Investment Partners
Nebraska
$1.21M +$377K +3,647 +46%
EWA
381
ERTS Wealth Advisors
Michigan
$1.21M -$3.57M -34,483 -75%
PWA
382
Physician Wealth Advisors
Utah
$1.19M -$13.9K -134 -1%
JSA
383
Jacobson & Schmitt Advisors
Wisconsin
$1.19M
DWT
384
Dorsey & Whitney Trust
South Dakota
$1.17M +$32.7K +316 +3%
HS
385
Horan Securities
United States
$1.16M -$970K -9,367 -46%
LA
386
LexAurum Advisors
Kansas
$1.14M +$50.6K +489 +5%
FPW
387
Flagship Private Wealth
Massachusetts
$1.12M +$152K +1,464 +16%
AWAG
388
ARS Wealth Advisors Group
Florida
$1.12M
SWA
389
Safir Wealth Advisors
New Hampshire
$1.12M -$918K -8,865 -45%
SFMG
390
Sage Financial Management Group
Virginia
$1.09M +$828K +8,000 +324%
SB
391
Strategic Blueprint
Georgia
$1.09M +$338K +3,270 +46%
FAIM
392
Financial Advocates Investment Management
Washington
$1.09M +$876K +8,461 New
MCM
393
Moore Capital Management
New York
$1.08M +$1.08M +10,395 New
NFP
394
Narus Financial Partners
Utah
$1.08M +$230K +2,225 +27%
BAM
395
Belpointe Asset Management
Nevada
$1.07M +$145K +1,399 +16%
MA
396
Mutual Advisors
Nebraska
$1.07M -$539K -5,203 -34%
CFG
397
Carr Financial Group
Massachusetts
$1.04M +$1.04M +10,000 New
BWM
398
Baystate Wealth Management
Massachusetts
$1.04M +$255K +2,460 +33%
TW
399
Towerpoint Wealth
California
$1.04M +$1.03M +9,975 New
FB
400
First Bancorp
Maine
$1.04M +$520K +5,026 +102%