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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
Neuberger Berman Group
576
Neuberger Berman Group
New York
$402K +$396K +3,809 New
CRA
577
Clear Rock Advisors
Texas
$400K +$397K +3,816 New
AG
578
Ascent Group
Virginia
$399K +$15.6K +150 +4%
WF
579
Warner Financial
Maryland
$399K
GWSG
580
GPS Wealth Strategies Group
Colorado
$398K +$1.25K +12 +0.3%
PJWM
581
Philip James Wealth Mangement
Georgia
$397K +$392K +3,770 New
PWA
582
Pillar Wealth Advisors
Pennsylvania
$396K +$176K +1,688 +82%
GD
583
Grandfield & Dodd
New York
$394K
TWP
584
Tyche Wealth Partners
Texas
$393K +$388K +3,730 New
CSIA
585
Conrad Siegel Investment Advisors
Pennsylvania
$393K +$388K +3,728 New
VFPW
586
Vantage Financial Partners (Wisconsin)
Wisconsin
$392K +$387K +3,721 New
C1AG
587
Client 1st Advisory Group
Florida
$391K
SXL
588
Summit X LLC
Missouri
$390K -$357K -3,436 -48%
AWM
589
Able Wealth Management
New Jersey
$385K +$380K +3,652 New
KPWG
590
KFA Private Wealth Group
Virginia
$383K +$1.04K +10 +0.3%
OAP
591
One Advisory Partners
Kansas
$380K -$670K -6,438 -64%
APIM
592
Agate Pass Investment Management
Washington
$380K -$31.2K -300 -8%
PCA
593
Prosperity Capital Advisors
Ohio
$378K -$189K -1,821 -34%
SWP
594
Summit Wealth Partners
Florida
$374K -$267K -2,570 -42%
FHA
595
Flagship Harbor Advisors
Massachusetts
$373K +$104 +1 +0%
GL
596
Graypoint LLC
New York
$368K +$11.3K +109 +3%
DC
597
DeDora Capital
California
$368K +$24.9K +239 +7%
RB
598
Renasant Bank
Mississippi
$359K -$53.2K -511 -13%
NCM
599
NCM Capital Management
New Jersey
$358K +$354K +3,400 New
PWM
600
PBMares Wealth Management
Virginia
$358K -$568K -5,463 -62%