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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 129

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

16% more capital invested

Capital invested by funds: $2.88B → $3.34B (+$459M)

1.73% more ownership

Funds ownership: 64.01%65.74% (+1.7%)

0% more funds holding

Funds holding: 505505 (0)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.79%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
451
Capital Directions Investment Advisors
Georgia
$164K +$164K +1,525 New
QCG
452
Quadrant Capital Group
Ohio
$163K +$216 +2 +0.1%
OIA
453
Optimum Investment Advisors
Illinois
$162K
SIC
454
Salem Investment Counselors
North Carolina
$162K
APW
455
Acima Private Wealth
Virginia
$151K
BCA
456
Bray Capital Advisors
Florida
$142K
PWP
457
Personal Wealth Partners
Minnesota
$141K +$141K +1,310 New
TCWA
458
Ten Capital Wealth Advisors
Washington
$134K
JCM
459
Jacobi Capital Management
Pennsylvania
$130K -$64.8K -601 -33%
CQS
460
Credential Qtrade Securities
$128K
AssetMark Inc
461
AssetMark Inc
California
$127K -$8.07M -74,846 -98%
CFO
462
CVA Family Office
Colorado
$125K +$125K +1,160 New
MAM
463
Meeder Asset Management
Ohio
$106K
CWA
464
Clearview Wealth Advisors
Oregon
$105K
TFS
465
TrustCore Financial Services
Tennessee
$105K
WT
466
Washington Trust
Rhode Island
$102K
IFAM
467
Institutional & Family Asset Management
Colorado
$82K
SC
468
SouthState Corp
Florida
$78K
CPFP
469
Clear Perspectives Financial Planning
Ohio
$65K +$37.7K +350 +140%
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K +$60.3K +559 New
SMG
471
Spectrum Management Group
Indiana
$57K
HWMA
472
Heritage Wealth Management (Arizona)
Arizona
$57K +$15.1K +140 +36%
AWM
473
AllSquare Wealth Management
New York
$54K
BCWM
474
Bartlett & Co Wealth Management
Ohio
$50.2K
BC
475
Bartlett & Co
Ohio
$50K