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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

30% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 227

17% more funds holding in top 10

Funds holding in top 10: 4249 (+7)

3% more funds holding

Funds holding: 689711 (+22)

4% more capital invested

Capital invested by funds: $6.65B → $6.9B (+$251M)

0.07% more ownership

Funds ownership: 77.32%77.4% (+0.07%)

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.25%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.84%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
OPW
651
Oxler Private Wealth
New York
$113K
RA
652
Rise Advisors
New York
$111K -$10.2K -98 -8%
MCC
653
Money Concepts Capital
Florida
$104K +$69.5K +666 +190%
CFB
654
Cullen/Frost Bankers
Texas
$101K -$19K -182 -16%
DIP
655
DT Investment Partners
Pennsylvania
$99K +$101K +965 New
WTA
656
Washington Trust Advisors
Massachusetts
$97K
PA
657
Parallel Advisors
California
$96K +$29.2K +280 +43%
Fidelity Investments
658
Fidelity Investments
Massachusetts
$92K +$14.2K +136 +18%
SC
659
SouthState Corp
Florida
$89K
SSC
660
Syverson Strege & Co
Iowa
$80K +$81.5K +781 New
IWMA
661
Ironwood Wealth Management (Arizona)
Arizona
$73K
CIAS
662
Capital Investment Advisory Services
North Carolina
$71K
BC
663
Bartlett & Co
Ohio
$62K
PTC
664
Private Trust Company
Ohio
$62K +$28.3K +271 +81%
BCWM
665
Bartlett & Co Wealth Management
Ohio
$61.6K
RTC
666
Riverview Trust Company
Washington
$60K -$487K -4,669 -89%
VCM
667
Vigilant Capital Management
Maine
$56K +$57.4K +550 New
Bank of Montreal
668
Bank of Montreal
Ontario, Canada
$55.4K +$2.84M +27,209 +5%
GRP
669
Global Retirement Partners
California
$52K +$9.71K +93 +22%
AWM
670
AllSquare Wealth Management
New York
$51K
PFBT
671
Parkside Financial Bank & Trust
Missouri
$50K
SWM
672
Sugarloaf Wealth Management
Georgia
$48K
TFGT
673
TS Financial Group (TSFG)
Illinois
$48K
SAM
674
Strategic Asset Management
Minnesota
$48K +$104 +1 +0.2%
RIA
675
Realta Investment Advisors
Delaware
$47K +$47.5K +455 New