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iShares Short-Term National Muni Bond ETF

785 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

9% more capital invested

Capital invested by funds: $7.85B → $8.57B (+$721M)

5.2% more ownership

Funds ownership: 86.55%91.74% (+5.2%)

5% more funds holding

Funds holding: 751785 (+34)

15% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 315

Holders
785
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.44%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.61%
New
122
Increased
267
Reduced
315
Closed
76
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
426
Strategic Blueprint
Georgia
$870K -$76.7K -737 -8%
FSG
427
Financial Strategies Group
Michigan
$859K +$28.2K +271 +3%
AA
428
Advisory Alpha
Michigan
$858K +$72K +692 +9%
GWMR
429
GC Wealth Management RIA
Massachusetts
$855K +$844K +8,109 New
CA
430
Continuum Advisory
Idaho
$851K -$417K -4,013 -33%
ACS
431
Archford Capital Strategies
Illinois
$838K -$58.9K -566 -7%
PC
432
Prairiewood Capital
North Dakota
$838K
CIA
433
Concurrent Investment Advisors
Florida
$836K +$824K +7,925 New
EFA
434
Evernest Financial Advisors
Indiana
$831K +$820K +7,880 New
RWP
435
Revolve Wealth Partners
New Jersey
$830K
PA
436
PFG Advisors
Arizona
$830K -$473K -4,551 -37%
WTB
437
Washington Trust Bank
Washington
$827K +$816K +7,843 New
VPP
438
Vertex Planning Partners
Illinois
$822K
FAFN
439
First Affirmative Financial Network
Colorado
$821K +$1.35K +13 +0.2%
NAM
440
NorthCrest Asset Manangement
Minnesota
$820K +$364K +3,496 +82%
CCFCSB
441
Cape Cod Five Cents Savings Bank
Massachusetts
$818K -$807K -7,762 -50%
YIA
442
YHB Investment Advisors
Connecticut
$818K +$399K +3,835 +98%
VWA
443
VERITY Wealth Advisors
United States
$818K +$807K +7,760 New
SAI
444
Savvy Advisors Inc
New York
$814K +$803K +7,722 New
NWM
445
Napa Wealth Management
California
$811K +$800K +7,689 New
CCG
446
Chatham Capital Group
Georgia
$809K +$190K +1,825 +31%
VIM
447
Vista Investment Management
Pennsylvania
$797K -$104K -1,000 -12%
NWM
448
Northwest Wealth Management
Iowa
$796K -$452K -4,343 -37%
PFA
449
Pure Financial Advisors
California
$793K -$281K -2,699 -26%
AIA
450
Armor Investment Advisors
North Carolina
$792K +$169K +1,622 +28%