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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 121

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

21% more capital invested

Capital invested by funds: $3.34B → $4.04B (+$703M)

3% more funds holding

Funds holding: 505520 (+15)

0.76% more ownership

Funds ownership: 65.74%66.5% (+0.76%)

Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.1%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
476
Antonetti Capital Management
Florida
$118K +$119K +1,100 New
Koshinski Asset Management
477
Koshinski Asset Management
Illinois
$118K +$118K +1,093 New
MHR
478
Matthew Hamilton Rosenberg
$116K +$70K +649 +152%
EVM
479
Eaton Vance Management
Massachusetts
$110K +$893K +8,278 +4%
CWA
480
Clearview Wealth Advisors
Oregon
$105K
MAM
481
Meeder Asset Management
Ohio
$105K
TFS
482
TrustCore Financial Services
Tennessee
$104K
WT
483
Washington Trust
Rhode Island
$102K
SC
484
SouthState Corp
Florida
$93K +$15.1K +140 +19%
IWA
485
IBEX Wealth Advisors
New Jersey
$85K +$85.2K +790 New
CWC
486
Carolinas Wealth Consulting
North Carolina
$76K +$35.1K +325 +85%
AWM
487
AllSquare Wealth Management
New York
$54K
BCWM
488
Bartlett & Co Wealth Management
Ohio
$50.1K
BC
489
Bartlett & Co
Ohio
$50K
EW
490
Element Wealth
Mississippi
$50K
TFGT
491
TS Financial Group (TSFG)
Illinois
$50K +$49.9K +463 New
SAM
492
Strategic Asset Management
Minnesota
$50K +$50.6K +469 New
SWM
493
Sugarloaf Wealth Management
Georgia
$49K
RP
494
Rice Partnership
Hawaii
$49K +$3.88K +36 +9%
FP
495
Financial Perspectives
Minnesota
$47K +$22.1K +205 +88%
TIM
496
Tortoise Investment Management
New York
$46K
PP
497
Pacifica Partners
Canada
$43K
SIAP
498
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$43K
AF
499
Advisornet Financial
Minnesota
$39K
CPFP
500
Clear Perspectives Financial Planning
Ohio
$38K -$27K -250 -42%