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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
AWA
601
Arkadios Wealth Advisors
Georgia
$310K -$1.99K -19 -0.6%
EB
602
Exchange Bank
California
$310K
GL
603
Graypoint LLC
New York
$310K -$71.1K -681 -19%
APIM
604
Agate Pass Investment Management
Washington
$308K
CPL
605
CAP Partners LLC
Tennessee
$307K +$8.88K +85 +3%
TFGT
606
TS Financial Group (TSFG)
Illinois
$306K -$109K -1,047 -26%
KA
607
Kovack Advisors
Florida
$305K +$305K +2,916 New
AWM
608
Avitas Wealth Management
California
$303K +$18.7K +179 +7%
SPI
609
Sutton Place Investors
New York
$298K -$83.9K -803 -22%
UB
610
UMB Bank
Missouri
$298K
WAG
611
Winthrop Advisory Group
Massachusetts
$296K +$19.3K +185 +7%
PWM
612
PBMares Wealth Management
Virginia
$294K -$19.4K -186 -6%
EFG
613
Ethos Financial Group
Pennsylvania
$294K +$3.76K +36 +1%
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$294K -$58.4K -559 -17%
MFC
615
Morris Financial Concepts
South Carolina
$294K -$26.7K -256 -8%
EFM
616
Eley Financial Management
Vermont
$294K -$15K -144 -5%
BFO
617
Boston Family Office
Massachusetts
$293K
AC
618
ASB Consultores
Florida
$292K +$70.4K +674 +32%
CWM
619
Collaborative Wealth Management
Florida
$290K
MAM
620
McLean Asset Management
Virginia
$290K
WCF
621
West Coast Financial
California
$289K -$111K -1,063 -28%
HNWA
622
Henrickson Nauta Wealth Advisors
Michigan
$287K
TC
623
Trust Company
Kansas
$287K
HG
624
Harbor Group
New Hampshire
$284K +$4.7K +45 +2%
CIA
625
Concurrent Investment Advisors
Florida
$283K -$99.7K -954 -26%