We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

67% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 130

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

12% more capital invested

Capital invested by funds: $2.58B → $2.88B (+$302M)

7% more funds holding

Funds holding: 472505 (+33)

0.09% more ownership

Funds ownership: 63.92%64.01% (+0.09%)

Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
51
Meritage Portfolio Management
Kansas
$9.92M +$671K +6,215 +7%
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$9.65M +$313K +2,900 +3%
FCH
53
Freestone Capital Holdings
Washington
$8.97M +$1.47M +13,645 +20%
PWLP
54
Prio Wealth Limited Partnership
Massachusetts
$8.61M +$2.2M +20,370 +34%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$8.59M +$1.34M +12,378 +18%
ANTB
56
AMG National Trust Bank
Colorado
$8.52M +$34.9K +323 +0.4%
Creative Planning
57
Creative Planning
Kansas
$8.39M -$16.6K -154 -0.2%
ACM
58
AUA Capital Management
Pennsylvania
$8.38M
1CP
59
1607 Capital Partners
Virginia
$8.38M +$8.39M +77,700 New
AssetMark Inc
60
AssetMark Inc
California
$8.2M +$467K +4,331 +6%
AIM
61
Allen Investment Management
New York
$8.17M
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$8.16M +$3.79M +35,078 +86%
SWM
63
Spire Wealth Management
Virginia
$7.69M +$7.7M +71,353 New
KIM
64
Karpus Investment Management
New York
$7.69M -$6.29M -58,308 -45%
HWA
65
Heartwood Wealth Advisors
Virginia
$7.67M +$7.23M +66,982 +1,613%
SIA
66
Soltis Investment Advisors
Utah
$7.47M +$2.33M +21,621 +45%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$7.21M +$1.55M +14,323 +27%
M&T Bank
68
M&T Bank
New York
$7.05M +$4.59M +42,495 +186%
WFA
69
West Financial Advisors
Iowa
$7.05M +$2.55M +23,661 +57%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$7.01M +$98.7K +915 +1%
PI
71
PFS Investments
Georgia
$6.91M +$1.52M +14,093 +28%
EWA
72
ERTS Wealth Advisors
Michigan
$6.7M +$1.77M +16,360 +36%
WJA
73
Willis Johnson & Associates
Texas
$6.67M +$111K +1,029 +2%
Principal Financial Group
74
Principal Financial Group
Iowa
$6.4M -$971K -9,000 -13%
OC
75
Oppenheimer & Co
New York
$5.91M +$1.49M +13,833 +34%