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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
ACP
376
Aviance Capital Partners
Florida
$1.02M +$93.3K +893 +10%
SIC
377
Sigma Investment Counselors
Michigan
$1.02M
CFGS
378
Concourse Financial Group Securities
Alabama
$1.01M +$40K +383 +4%
SCA
379
Scott Capital Advisors
Oregon
$1.01M -$233K -2,235 -19%
AAM
380
Austin Asset Management
Texas
$1M -$23.5K -225 -2%
HP
381
Hilltop Partners
Indiana
$1M
SF
382
Summit Financial
New Jersey
$995K +$181K +1,736 +22%
WLIM
383
White Lighthouse Investment Management
Massachusetts
$993K
RF
384
RHS Financial
California
$985K +$131K +1,251 +15%
CNC
385
Citizens & Northern Corp
Pennsylvania
$972K
WWM
386
Waterway Wealth Management
Texas
$971K +$584K +5,592 +151%
FSG
387
Financial Strategies Group
Michigan
$968K +$31.3K +300 +3%
Lido Advisors
388
Lido Advisors
California
$955K -$49.1K -470 -5%
EFA
389
Evernest Financial Advisors
Indiana
$948K -$38.4K -368 -4%
CFG
390
Cosner Financial Group
Colorado
$946K -$25.7K -246 -3%
BJL
391
Brighton Jones LLC
Washington
$944K +$1.99K +19 +0.2%
SPA
392
Shore Point Advisors
New Jersey
$937K +$13.5K +129 +1%
GVAG
393
Great Valley Advisor Group
Delaware
$934K -$221K -2,113 -19%
FFA
394
Fragasso Financial Advisors
Pennsylvania
$922K -$65.6K -628 -7%
LW
395
Linscomb Wealth
Texas
$919K -$129K -1,235 -12%
PA
396
Parallel Advisors
California
$910K -$384K -3,672 -30%
CCG
397
Chatham Capital Group
Georgia
$907K -$52.2K -500 -5%
SW
398
Simplicity Wealth
New Jersey
$899K +$176K +1,689 +24%
TWM
399
Trinity Wealth Management
Pennsylvania
$890K -$54.1K -518 -6%
HWP
400
Heritage Wealth Partners
Ohio
$881K -$108K -1,030 -11%