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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
CPBTD
401
Central Pacific Bank - Trust Division
Hawaii
$874K +$26.3K +252 +3%
KC
402
Kades & Cheifetz
Pennsylvania
$861K +$77.6K +743 +10%
PC
403
Prairiewood Capital
North Dakota
$855K +$28.9K +277 +4%
ZIM
404
Zacks Investment Management
Illinois
$851K -$335K -3,211 -28%
GWMR
405
GC Wealth Management RIA
Massachusetts
$848K -$115K -1,097 -12%
WCA
406
Westover Capital Advisors
Delaware
$847K -$157K -1,499 -16%
SCM
407
Steele Capital Management
Iowa
$828K -$101K -962 -11%
FAFN
408
First Affirmative Financial Network
Colorado
$827K +$25.2K +241 +3%
RWP
409
Revolve Wealth Partners
New Jersey
$824K
GA
410
Greenspring Advisors
Maryland
$818K -$646K -6,181 -44%
HWMC
411
Heritage Wealth Management (California)
California
$817K -$73.1K -700 -8%
VPP
412
Vertex Planning Partners
Illinois
$815K
WHCI
413
W.H. Cornerstone Investments
Massachusetts
$813K -$79K -756 -9%
ACS
414
Archford Capital Strategies
Illinois
$800K +$44.1K +422 +6%
FA
415
FF Advisors
California
$800K +$7.73K +74 +1%
DCM
416
Donaldson Capital Management
Indiana
$794K +$793K +7,595 New
PFA
417
Pure Financial Advisors
California
$779K -$35.7K -342 -4%
HF
418
HRT Financial
New York
$773K +$773K +7,401 New
RPA
419
Rock Point Advisors
Vermont
$767K +$767K +7,340 New
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$766K +$1.25K +12 +0.2%
HVIA
421
Hudson Valley Investment Advisors
New York
$760K -$250K -2,393 -25%
CMBA
422
C.M. Bidwell & Associates
Hawaii
$753K +$2.3K +22 +0.3%
DWT
423
Dorsey & Whitney Trust
South Dakota
$752K +$30.8K +295 +4%
DWS
424
Dynamic Wealth Strategies
California
$750K -$39.6K -379 -5%
SL
425
SWMG LLC
Texas
$739K -$669K -6,408 -48%