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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
APC
676
Aspire Private Capital
North Carolina
$203K +$113K +1,081 +126%
SIC
677
Sterling Investment Counsel
New York
$202K
HPA
678
High Probability Advisors
New York
$202K +$522 +5 +0.3%
BFP
679
Brewster Financial Planning
New York
$201K +$200K +1,919 New
CFO
680
CVA Family Office
Colorado
$200K +$179K +1,715 +858%
OA
681
Operose Advisors
Wisconsin
$200K
SS
682
Sunbelt Securities
Texas
$198K -$23.5K -225 -11%
CT
683
Clearstead Trust
Maine
$170K
FF
684
Friedenthal Financial
New Jersey
$170K +$31.8K +304 +23%
ATPW
685
Ashton Thomas Private Wealth
Arizona
$170K +$170K +1,625 New
PCMC
686
Private Capital Management (Colorado)
Colorado
$166K -$444K -4,246 -73%
LFA
687
LGT Financial Advisors
Texas
$156K -$29.5K -282 -16%
NS
688
NBC Securities
Alabama
$152K
PFBT
689
Parkside Financial Bank & Trust
Missouri
$150K -$79.6K -762 -35%
GEA
690
Glen Eagle Advisors
New Jersey
$149K
WWP
691
WR Wealth Planners
Missouri
$149K +$104 +1 +0.1%
RBC
692
Rye Brook Capital
Connecticut
$146K
CAL
693
Capital Analysts LLC
Pennsylvania
$140K -$29.6K -283 -17%
BBHC
694
Brown Brothers Harriman & Co
New York
$136K
AEPWM
695
Atlantic Edge Private Wealth Management
Florida
$136K
TCWA
696
Turtle Creek Wealth Advisors
Texas
$134K +$134K +1,283 New
GWSG
697
GPS Wealth Strategies Group
Colorado
$121K -$22.6K -216 -16%
WOSD
698
WFA of San Diego
California
$121K +$121K +1,157 New
RF
699
Robinswood Financial
Washington
$114K
VWM
700
Valley Wealth Managers
New Jersey
$114K -$47.5K -455 -30%