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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

67% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 130

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

12% more capital invested

Capital invested by funds: $2.58B → $2.88B (+$302M)

7% more funds holding

Funds holding: 472505 (+33)

0.09% more ownership

Funds ownership: 63.92%64.01% (+0.09%)

Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
26
Zeke Capital Advisors
Pennsylvania
$19.2M +$4.75M +44,041 +33%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$18.9M -$824K -7,640 -4%
PPW
28
Parcion Private Wealth
Washington
$18.6M -$3.64M -33,711 -16%
RJA
29
Raymond James & Associates
Florida
$17.1M -$65.1M -603,384 -79%
Comerica Bank
30
Comerica Bank
Texas
$16.8M -$1.07M -9,918 -6%
MMA
31
Miracle Mile Advisors
California
$16.7M +$198K +1,838 +1%
LFS
32
Lutz Financial Services
Nebraska
$16.4M +$7.61M +70,509 +87%
DC
33
Derby & Company
Massachusetts
$16M -$24.1K -223 -0.1%
Mariner
34
Mariner
Kansas
$15.6M +$3.64M +33,741 +30%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$14.9M +$1.19M +11,016 +9%
Citadel Advisors
36
Citadel Advisors
Florida
$14.4M +$14.4M +133,601 New
VCM
37
Vivaldi Capital Management
Illinois
$13.9M +$5.86M +54,344 +72%
IAN
38
Integrated Advisors Network
Texas
$13.9M +$3.57M +33,087 +35%
BCI
39
Brinker Capital Investments
Pennsylvania
$13.6M +$3.56M +33,033 +35%
Goldman Sachs
40
Goldman Sachs
New York
$13.4M +$1.58M +14,674 +13%
MML Investors Services
41
MML Investors Services
Massachusetts
$13.3M +$5.16M +47,836 +64%
GLLW
42
Graves Light Lenhart Wealth
Virginia
$13.3M +$1.45M +13,451 +12%
WWM
43
Windsor Wealth Management
Indiana
$13.1M -$7.12M -65,967 -35%
MG
44
Mather Group
Illinois
$12.3M +$1.57M +14,523 +15%
WL
45
WIT LLC
District of Columbia
$12.2M +$12.2M +113,167 New
BSW
46
Buckingham Strategic Wealth
Missouri
$12M +$3.15M +29,171 +36%
A
47
AdvicePeriod
California
$11.4M -$2.59M -23,969 -18%
MWM
48
Modera Wealth Management
New Jersey
$11.2M -$194K -1,802 -2%
MWP
49
Meridian Wealth Partners
Pennsylvania
$10.7M +$258K +2,391 +2%
BFA
50
Bragg Financial Advisors
North Carolina
$10M -$1.84M -17,070 -16%