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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 296 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

0.78% more ownership

Funds ownership: 86.91%87.69% (+0.78%)

0% more capital invested

Capital invested by funds: $7.68B → $7.68B (+$5.3M)

0% more funds holding

Funds holding: 757757 (0)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 296

Holders
757
Holders Change
Holders Change %
0%
% of All Funds
10.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
296
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$51.7M -$1.76M -16,802 -3%
AF
27
Allworth Financial
California
$51.3M +$1.84M +17,628 +4%
MMA
28
Miracle Mile Advisors
California
$50.2M +$11.8M +113,317 +31%
HIG
29
Heritage Investment Group
Florida
$48.1M -$2.64M -25,275 -5%
TI
30
Truepoint Inc
Ohio
$36.1M -$2.28M -21,864 -6%
WCWM
31
Willow Creek Wealth Management
California
$34.6M -$507K -4,857 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$34.2M +$12.6M +120,853 +59%
Stifel Financial
33
Stifel Financial
Missouri
$30.4M -$38.8K -371 -0.1%
Cerity Partners
34
Cerity Partners
New York
$29.9M -$634K -6,073 -2%
CWM
35
Cahaba Wealth Management
Georgia
$29.4M +$399K +3,823 +1%
DCM
36
DGS Capital Management
New Jersey
$29.2M +$708K +6,780 +2%
PCIG
37
Partners Capital Investment Group
Massachusetts
$29M +$14.3M +136,501 +97%
Goldman Sachs
38
Goldman Sachs
New York
$28.8M -$2.84M -27,220 -9%
RJA
39
Raymond James & Associates
Florida
$26.9M +$8.49M +81,272 +46%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$26.4M -$1.12M -10,756 -4%
CFG
41
Citizens Financial Group
Rhode Island
$24.9M -$1.74M -16,684 -7%
AC
42
Apella Capital
Connecticut
$24.9M -$302K -2,893 -1%
WJA
43
Willis Johnson & Associates
Texas
$24.6M +$822K +7,870 +3%
ONB
44
Old National Bancorp
Indiana
$24.4M +$5.76M +55,144 +31%
BCI
45
Brinker Capital Investments
Pennsylvania
$23.3M +$3.31M +31,713 +17%
OPS
46
Orion Portfolio Solutions
Nebraska
$23.3M +$3.31M +31,713 +17%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$23M +$1.78M +17,082 +8%
RWM
48
Ritholtz Wealth Management
New York
$22.9M -$342K -3,271 -1%
Osaic Holdings
49
Osaic Holdings
Arizona
$22.6M +$4.83M +46,230 +27%
Members Trust
50
Members Trust
Florida
$22.5M -$1.12M -10,692 -5%