We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SJGA
651
Stephen J. Garry & Associates
New York
$315K -$992K -9,389 -76%
WAG
652
Winthrop Advisory Group
Massachusetts
$314K +$15.1K +143 +5%
AWA
653
Alta Wealth Advisors
Massachusetts
$313K
ALA
654
Atlas Legacy Advisors
California
$311K +$312K +2,950 New
APIM
655
Agate Pass Investment Management
Washington
$311K
LFS
656
Legacy Financial Strategies
Kansas
$309K -$30.9K -293 -9%
SAF
657
Smith Anglin Financial
Texas
$309K
KA
658
Kovack Advisors
Florida
$308K
WWP
659
Wise Wealth Partners
Arizona
$307K +$307K +2,910 New
PWP
660
PrairieView Wealth Partners
Illinois
$306K -$73.7K -698 -19%
MFC
661
Morris Financial Concepts
South Carolina
$305K -$6.34K -60 -2%
WA
662
Wealthstream Advisors
New York
$305K +$24.7K +234 +9%
HG
663
Harbor Group
New Hampshire
$304K +$16.5K +156 +6%
TA
664
TruWealth Advisors
Louisiana
$303K -$21.3K -202 -7%
BS
665
Brighton Securities
New York
$302K +$303K +2,867 New
RB
666
Renasant Bank
Mississippi
$296K -$63.2K -598 -18%
AWP
667
Axis Wealth Partners
Rhode Island
$296K +$296K +2,804 New
AC
668
AWM Capital
Arizona
$295K -$67.9K -643 -19%
CPL
669
CAP Partners LLC
Tennessee
$293K -$15.7K -149 -5%
QPWM
670
Quadrant Private Wealth Management
Pennsylvania
$292K -$69K -653 -19%
MAM
671
McLean Asset Management
Virginia
$292K
WCF
672
West Coast Financial
California
$291K
HNWA
673
Henrickson Nauta Wealth Advisors
Michigan
$290K
SPI
674
Sutton Place Investors
New York
$287K -$15.5K -147 -5%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K -$23.9K -226 -8%