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iShares Short-Term National Muni Bond ETF
758 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.6% less ownership
Funds ownership: 82.13% → 81.53% (-0.6%)
3% less funds holding
Funds holding: 784 → 758 (-26)
10% less capital invested
Capital invested by funds: $9.75B → $8.75B (-$1B)
14% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 78
20% less funds holding in top 10
Funds holding in top 10: 59 → 47 (-12)
24% less repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 326
Holders
758
Holders Change
-26
Holders Change %
-3.32%
% of All Funds
12.08%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
67
Increased
249
Reduced
326
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Cerity Partners
New York
|
+$68.3M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$53.6M |
| 3 |
Jane Street
New York
|
+$50.8M |
| 4 |
JP Morgan Chase
New York
|
+$30.2M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$28.6M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$147M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$73.3M |
| 3 |
Bank of New York Mellon
New York
|
-$66.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$63.6M |
| 5 |
Morgan Stanley
New York
|
-$60.2M |
