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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 129

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

16% more capital invested

Capital invested by funds: $2.88B → $3.34B (+$459M)

1.73% more ownership

Funds ownership: 64.01%65.74% (+1.7%)

0% more funds holding

Funds holding: 505505 (0)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.79%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
51
Integrated Advisors Network
Texas
$10.5M -$3.32M -30,771 -24%
ACM
52
AUA Capital Management
Pennsylvania
$10.5M +$2.12M +19,621 +25%
MWP
53
Meridian Wealth Partners
Pennsylvania
$10.5M -$231K -2,143 -2%
MPM
54
Meritage Portfolio Management
Kansas
$10.2M +$233K +2,162 +2%
PWLP
55
Prio Wealth Limited Partnership
Massachusetts
$9.96M +$1.35M +12,488 +16%
1CP
56
1607 Capital Partners
Virginia
$9.76M +$1.38M +12,800 +16%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$9.73M +$1.14M +10,598 +13%
Citigroup
58
Citigroup
New York
$9.69M +$6.07M +56,314 +168%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$9.64M -$16.2K -150 -0.2%
BFA
60
Bragg Financial Advisors
North Carolina
$9.44M -$576K -5,340 -6%
FCH
61
Freestone Capital Holdings
Washington
$9.37M +$397K +3,680 +4%
ANTB
62
AMG National Trust Bank
Colorado
$8.49M -$29.6K -275 -0.3%
Principal Financial Group
63
Principal Financial Group
Iowa
$8.45M +$2.05M +19,000 +32%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$8.28M +$1.28M +11,828 +18%
SIA
65
Soltis Investment Advisors
Utah
$8.18M +$713K +6,617 +10%
AIM
66
Allen Investment Management
New York
$8.17M
HWA
67
Heartwood Wealth Advisors
Virginia
$7.86M +$186K +1,722 +2%
AHC
68
Adell Harriman & Carpenter
Texas
$7.76M +$5.48M +50,815 +240%
OC
69
Oppenheimer & Co
New York
$7.7M +$1.79M +16,585 +30%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$7.6M +$394K +3,656 +5%
Creative Planning
71
Creative Planning
Kansas
$7.55M -$841K -7,802 -10%
KIM
72
Karpus Investment Management
New York
$7.48M -$204K -1,895 -3%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$7.45M +$6.38M +59,138 +594%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$7.22M -$943K -8,749 -12%
WJA
75
Willis Johnson & Associates
Texas
$7.21M +$542K +5,025 +8%