We are live on ! Find out more
SUB icon

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
HIG
26
Heritage Investment Group
Florida
$51.3M -$1.83M -17,625 -3%
AWM
27
Angeles Wealth Management
California
$50.6M +$6.5M +62,471 +15%
PCIG
28
Partners Capital Investment Group
Massachusetts
$50.6M -$8.08M -77,668 -14%
AF
29
Allworth Financial
California
$48.9M +$2.65M +25,522 +6%
SL
30
Salomon & Ludwin
Virginia
$45.9M
BlackRock
31
BlackRock
New York
$37.4M +$27.9M +268,334 +311%
Cerity Partners
32
Cerity Partners
New York
$36.4M -$9.71M -93,307 -21%
TI
33
Truepoint Inc
Ohio
$35.7M +$7.12M +68,468 +25%
Goldman Sachs
34
Goldman Sachs
New York
$34.8M +$15.7M +150,746 +84%
WCWM
35
Willow Creek Wealth Management
California
$32.8M +$3.47M +33,391 +12%
MMA
36
Miracle Mile Advisors
California
$30M +$7.07M +67,941 +31%
Stifel Financial
37
Stifel Financial
Missouri
$29.5M +$223K +2,147 +0.8%
CFG
38
Citizens Financial Group
Rhode Island
$29.1M +$18M +172,577 +167%
WCM
39
Windham Capital Management
Massachusetts
$27.9M +$220K +2,117 +0.8%
CWM
40
Cahaba Wealth Management
Georgia
$27.9M -$1.25M -12,048 -4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$27.5M -$6.87M -66,016 -20%
Renaissance Technologies
42
Renaissance Technologies
New York
$26.7M +$24.6M +236,633 +1,417%
OCM
43
One Capital Management
California
$26M -$5.62M -54,001 -18%
DCM
44
DGS Capital Management
New Jersey
$25.9M +$981K +9,435 +4%
AC
45
Apella Capital
Connecticut
$25.8M -$3.42M -32,832 -12%
Osaic Holdings
46
Osaic Holdings
Arizona
$24.4M -$24.2M -232,844 -50%
BPA
47
Beacon Pointe Advisors
California
$24.2M -$3.13M -30,095 -12%
RWM
48
Ritholtz Wealth Management
New York
$24M -$201K -1,934 -0.8%
BSW
49
Buckingham Strategic Wealth
Missouri
$23.5M +$1.08M +10,337 +5%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$22.8M +$3.16M +30,418 +16%