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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $4.61B → $5.72B (+$1.11B)

6.45% more ownership

Funds ownership: 67.32%73.77% (+6.4%)

3% more funds holding

Funds holding: 601621 (+20)

2% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 225

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.79%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
426
Pacific Capital Wealth Advisors
California
$386K -$217K -2,050 -36%
PC
427
Prairiewood Capital
North Dakota
$386K -$63.4K -599 -14%
First Trust Advisors
428
First Trust Advisors
Illinois
$385K -$22.8K -215 -6%
CRCM
429
Corbett Road Capital Management
Virginia
$381K -$4.13K -39 -1%
MFS
430
McNamara Financial Services
Massachusetts
$380K -$159K -1,506 -29%
CWM
431
Chesapeake Wealth Management
Virginia
$378K +$382K +3,610 New
PFGIA
432
Patriot Financial Group Insurance Agency
Massachusetts
$376K -$145K -1,367 -28%
TFF
433
The Family Firm
Maryland
$375K +$317 +3 +0.1%
FWP
434
Firethorn Wealth Partners
Georgia
$374K +$33.2K +314 +10%
EWM
435
Empirical Wealth Management
Washington
$372K +$27.8K +263 +8%
AAS
436
Avantax Advisory Services
Texas
$371K -$922K -8,710 -71%
BFEC
437
Benjamin F. Edwards & Company
Missouri
$371K -$78K -737 -17%
HS
438
Horan Securities
United States
$370K -$39.9K -377 -10%
BA
439
Ballast Advisors
Minnesota
$370K +$13.3K +126 +4%
HWM
440
Howard Wealth Management
Connecticut
$368K -$19.6K -185 -5%
LPWM
441
Lake Point Wealth Management
Texas
$366K -$39.4K -372 -10%
GFPC
442
Global Financial Private Client
Florida
$365K +$370K +3,498 New
SW
443
SVB Wealth
Massachusetts
$363K -$14.9K -141 -4%
EIA
444
Eldridge Investment Advisors
New Hampshire
$357K +$212 +2 +0.1%
AFS
445
Access Financial Services
Minnesota
$356K -$30.2K -285 -8%
RPCA
446
Running Point Capital Advisors
California
$354K +$24.7K +233 +7%
CWA
447
Capital Wealth Alliance
Arizona
$352K +$23.7K +224 +7%
RB
448
Renasant Bank
Mississippi
$352K +$79.4K +750 +29%
AIP
449
Almanack Investment Partners
Pennsylvania
$345K -$26.5K -250 -7%
DAS
450
Dynamic Advisor Solutions
Arizona
$345K -$8.04K -76 -2%