We are live on ! Find out more
SUB icon

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
MW
626
Maia Wealth
Colorado
$282K +$281K +2,692 New
First Manhattan
627
First Manhattan
New York
$282K
IFPL
628
Investments & Financial Planning LLC
Kentucky
$282K -$13.6K -130 -5%
WA
629
Wealthstream Advisors
New York
$277K +$16.6K +159 +6%
AIS
630
American Investment Services
Massachusetts
$276K +$276K +2,640 New
AWM
631
Accurate Wealth Management
Florida
$273K -$209 -2 -0.1%
EP
632
Essential Planning
New Hampshire
$273K
CFS
633
Coordinated Financial Services
Colorado
$272K +$53.5K +512 +25%
EIA
634
Edgemoor Investment Advisors
Maryland
$270K +$270K +2,585 New
FHA
635
Flagship Harbor Advisors
Massachusetts
$267K -$64.3K -615 -19%
Pathstone Holdings
636
Pathstone Holdings
New Jersey
$266K -$138K -1,323 -34%
HPFG
637
Hart & Patterson Financial Group
Massachusetts
$262K -$13.6K -130 -5%
PCS
638
Private Client Services
Kentucky
$262K +$261K +2,502 New
TFG
639
Team Financial Group
California
$261K +$940 +9 +0.4%
WFAG
640
Worth Financial Advisory Group
North Carolina
$261K
DWM
641
Dopkins Wealth Management
New York
$260K
HS
642
Horan Securities
United States
$253K +$48.1K +460 +23%
CAC
643
Certified Advisory Corp
Florida
$249K +$48K +459 +24%
FCM
644
Firestone Capital Management
Florida
$248K +$1.25K +12 +0.5%
WPW
645
Watershed Private Wealth
Illinois
$248K -$14.4K -138 -5%
HSBC Holdings
646
HSBC Holdings
United Kingdom
$246K -$89.7K -859 -27%
OWA
647
Opal Wealth Advisors
New York
$246K
PTC
648
Private Trust Company
Ohio
$242K -$36.5K -349 -13%
PCA
649
Prosperity Capital Advisors
Ohio
$242K +$37.4K +358 +18%
CM
650
Columbus Macro
Pennsylvania
$241K +$7.42K +71 +3%