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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
AAG
701
Armstrong Advisory Group
Massachusetts
$100K -$24.1K -231 -19%
AF
702
Aviso Financial
Ontario, Canada
$99.8K +$99.8K +955 New
DIP
703
DT Investment Partners
Pennsylvania
$97.4K -$7K -67 -7%
IBOK
704
Independence Bank of Kentucky
Kentucky
$96.7K +$96.6K +925 New
GRP
705
Global Retirement Partners
California
$92.8K +$9.19K +88 +11%
AFWM
706
Abich Financial Wealth Management
Virginia
$84.4K +$84.3K +807 New
CB
707
Chris Bulman
California
$83.8K +$83.8K +802 New
FWA
708
FSC Wealth Advisors
New York
$82.2K +$418 +4 +0.5%
PP
709
Pacifica Partners
Canada
$73.2K -$7.83K -75 -10%
HWA
710
HHM Wealth Advisors
Tennessee
$73.2K
CIAS
711
Capital Investment Advisory Services
North Carolina
$72.8K
GWP
712
Gen-Wealth Partners
Michigan
$69K
HNB
713
Huntington National Bank
Ohio
$67.1K
M
714
MOTCO
Texas
$66.6K
PCWA
715
Pacific Capital Wealth Advisors
California
$64.8K -$2.92K -28 -4%
CSWM
716
Cassady Schiller Wealth Management
Ohio
$61.9K
TCG
717
Transcendent Capital Group
Oklahoma
$61.2K +$209 +2 +0.3%
SHIM
718
Stone House Investment Management
Pennsylvania
$53.6K -$6.58K -63 -11%
GM
719
GeoWealth Management
Illinois
$50.7K +$50.7K +485 New
SC
720
SouthState Corp
Florida
$50.3K -$5.96K -57 -11%
MWM
721
Mascoma Wealth Management
New Hampshire
$47K
IWP
722
IAG Wealth Partners
Wisconsin
$44.3K +$44.3K +424 New
S
723
SignatureFD
Georgia
$42.8K +$1.46K +14 +4%
FAM
724
Family Asset Management
South Carolina
$36.6K +$36.6K +350 New
LWANC
725
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.3K