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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
651
Arete Wealth Advisors
Illinois
$237K +$237K +2,266 New
VFPW
652
Vantage Financial Partners (Wisconsin)
Wisconsin
$237K -$142K -1,356 -37%
First Trust Advisors
653
First Trust Advisors
Illinois
$235K +$3.13K +30 +1%
ES
654
Eagle Strategies
New York
$235K -$194K -1,857 -45%
FCI
655
Financial Counselors Inc
Kansas
$234K +$30.6K +293 +15%
NB
656
Nicolet Bankshares
Wisconsin
$233K
AWM
657
Able Wealth Management
New Jersey
$233K -$136K -1,299 -37%
RFP
658
Roth Financial Partners
Texas
$232K +$232K +2,223 New
PG
659
Proffitt & Goodson
Tennessee
$227K +$2.4K +23 +1%
RGC
660
Roberts, Glore & Co
Illinois
$226K +$22.5K +215 +11%
SAM
661
Smartleaf Asset Management
Massachusetts
$222K +$155K +1,481 +232%
OFP
662
OLIO Financial Planning
Virginia
$221K
CAM
663
Creekmur Asset Management
Illinois
$219K +$219K +2,094 New
SFG
664
SevenBridge Financial Group
Pennsylvania
$216K
WDG
665
Wealth Dimensions Group
Ohio
$213K
LA
666
Lane & Associates
New Jersey
$212K +$5.75K +55 +3%
LSAG
667
Lake Street Advisors Group
New Hampshire
$212K -$376K -3,600 -64%
FRA
668
Frank Rimerman Advisors
California
$212K -$1.3M -12,426 -86%
S
669
Sachetta
Massachusetts
$210K
PWPS
670
Pinnacle Wealth Planning Services
Ohio
$209K
SMA
671
Sage Mountain Advisors
Georgia
$209K
TH
672
TCTC Holdings
Texas
$209K
GFG
673
Goldstone Financial Group
Illinois
$209K
KP
674
Keel Point
Alabama
$208K -$3.13K -30 -2%
AWP
675
Avid Wealth Partners
Texas
$205K +$205K +1,965 New