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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
AC
701
ASB Consultores
Florida
$258K -$17.9K -169 -6%
FCM
702
Firestone Capital Management
Florida
$254K +$1.9K +18 +0.8%
TWM
703
TSA Wealth Management
Texas
$252K +$8.34K +79 +3%
WMA
704
West Michigan Advisors
Michigan
$251K +$252K +2,383 New
LIA
705
LifePlan Investment Advisors
North Carolina
$250K +$251K +2,374 New
NA
706
Nautilus Advisors
California
$250K +$250K +2,370 New
FWMP
707
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$250K +$250K +2,367 New
AA
708
ArborFi Advisors
Michigan
$246K +$246K +2,331 New
WCFP
709
White & Co Financial Planning
Washington
$244K +$244K +2,311 New
TC
710
Trust Company
Kansas
$243K -$2.85K -27 -1%
BWM
711
BCS Wealth Management
Tennessee
$242K +$242K +2,292 New
GAM
712
Gemmer Asset Management
California
$242K +$1.69K +16 +0.7%
First Trust Advisors
713
First Trust Advisors
Illinois
$239K +$240K +2,269 New
AWA
714
Arete Wealth Advisors
Illinois
$239K +$26.4K +250 +12%
XF
715
XML Financial
Maryland
$237K -$144K -1,362 -38%
PG
716
Proffitt & Goodson
Tennessee
$234K +$4.86K +46 +2%
CAM
717
Creekmur Asset Management
Illinois
$234K +$5.7K +54 +2%
ES
718
Eagle Strategies
New York
$233K +$6.23K +59 +3%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$229K +$229K +2,170 New
SWM
720
Stark Wealth Management
Pennsylvania
$228K +$229K +2,165 New
WT
721
Washington Trust
Rhode Island
$228K -$979K -9,272 -81%
FFA
722
Florida Financial Advisors
Florida
$227K +$228K +2,154 New
Fifth Third Bancorp
723
Fifth Third Bancorp
Ohio
$227K -$320K -3,028 -58%
AL
724
Aspiriant LLC
California
$227K +$227K +2,148 New
HS
725
Horan Securities
United States
$227K -$22.7K -215 -9%