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iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIG
26
Heritage Investment Group
Florida
$49.2M +$504K +4,771 +1%
Raymond James Financial
27
Raymond James Financial
Florida
$44.5M +$44.5M +421,603 New
Cerity Partners
28
Cerity Partners
New York
$42.3M +$6.97M +65,962 +20%
TI
29
Truepoint Inc
Ohio
$40.7M +$3.05M +28,899 +8%
HighTower Advisors
30
HighTower Advisors
Illinois
$38.7M +$2.42M +22,900 +7%
WCWM
31
Willow Creek Wealth Management
California
$37.4M +$1.7M +16,064 +5%
CFG
32
Citizens Financial Group
Rhode Island
$36.2M +$11.5M +108,446 +46%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$36M +$8.46M +80,076 +31%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$35.7M +$11.3M +107,274 +46%
Renaissance Technologies
35
Renaissance Technologies
New York
$34.6M -$17.9M -169,100 -34%
Stifel Financial
36
Stifel Financial
Missouri
$32.1M -$1.9M -17,964 -6%
Goldman Sachs
37
Goldman Sachs
New York
$31.8M +$6.45M +61,073 +25%
ONB
38
Old National Bancorp
Indiana
$30.5M +$194K +1,840 +0.6%
DCM
39
DGS Capital Management
New Jersey
$30.2M -$679K -6,430 -2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$29.8M +$1.84M +17,381 +7%
AC
41
Apella Capital
Connecticut
$28.8M +$2.18M +20,658 +8%
BCI
42
Brinker Capital Investments
Pennsylvania
$28.7M +$2.64M +24,989 +10%
OPS
43
Orion Portfolio Solutions
Nebraska
$28.7M +$2.64M +24,989 +10%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$28M +$1.61M +15,235 +6%
WJA
45
Willis Johnson & Associates
Texas
$26.9M +$230K +2,177 +0.9%
RWB
46
RMR Wealth Builders
New Jersey
$24.7M +$2.16M +20,444 +10%
Osaic Holdings
47
Osaic Holdings
Arizona
$24.6M +$7.42M +70,247 +43%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$24.4M +$180K +1,708 +0.7%
RWM
49
Ritholtz Wealth Management
New York
$23.8M +$376K +3,556 +2%
CWM
50
Cahaba Wealth Management
Georgia
$22.4M +$261K +2,473 +1%