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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
CISOA
501
Capital Investment Services of America
Wisconsin
$497K
JCM
502
Jacobi Capital Management
Pennsylvania
$493K +$493K +4,720 New
DAS
503
Diversify Advisory Services
Utah
$491K -$80.7K -772 -14%
NAM
504
NorthCrest Asset Manangement
Minnesota
$490K +$16.1K +154 +3%
Susquehanna International Group
505
Susquehanna International Group
Pennsylvania
$488K -$1.37M -13,103 -74%
CC
506
Capstone Capital
Nevada
$484K -$26.6K -255 -5%
HTC
507
Haverford Trust Company
Pennsylvania
$478K
CIP
508
Capital Insight Partners
Arizona
$473K -$51.2K -490 -10%
BAM
509
Berkshire Asset Management
Pennsylvania
$473K +$473K +4,524 New
NWM
510
Napa Wealth Management
California
$473K -$94.3K -903 -17%
BRIA
511
Balanced Rock Investment Advisors
Massachusetts
$472K -$101K -965 -18%
CTWM
512
Cherry Tree Wealth Management
Minnesota
$471K
CTA
513
Colonial Trust Advisors
South Carolina
$469K -$14.6K -140 -3%
LG
514
LaFleur & Godfrey
Michigan
$468K
TF
515
Theory Financial
Colorado
$467K -$80.4K -770 -15%
BAAM
516
Baker Avenue Asset Management
California
$463K
BWM
517
BCGM Wealth Management
Indiana
$458K -$49.9K -478 -10%
IPA
518
Investment Planning Advisors
Georgia
$457K +$457K +4,374 New
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$455K +$2.51K +24 +0.6%
LRPA
520
L. Roy Papp & Associates
Arizona
$455K
XF
521
XML Financial
Maryland
$442K +$201K +1,925 +83%
SWP
522
ShoreHaven Wealth Partners
New Jersey
$440K -$279K -2,673 -39%
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$439K -$110K -1,054 -20%
CFB
524
Cullen/Frost Bankers
Texas
$435K -$579K -5,539 -57%
TW
525
Traveka Wealth
California
$427K +$136K +1,302 +47%