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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 121

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

21% more capital invested

Capital invested by funds: $3.34B → $4.04B (+$703M)

3% more funds holding

Funds holding: 505520 (+15)

0.76% more ownership

Funds ownership: 65.74%66.5% (+0.76%)

Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.1%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Windsor Wealth Management
Indiana
$11.8M -$1.62M -14,985 -12%
WFA
52
West Financial Advisors
Iowa
$11.4M +$829K +7,689 +8%
MWM
53
Modera Wealth Management
New Jersey
$11.2M +$318K +2,950 +3%
NWA
54
New World Advisors
Massachusetts
$10.4M +$10.4M +96,638 New
PAS
55
Park Avenue Securities
New York
$10.4M +$4.82M +44,673 +86%
FCH
56
Freestone Capital Holdings
Washington
$10.3M +$932K +8,639 +10%
AC
57
Apella Capital
Connecticut
$9.98M +$3.25M +30,162 +48%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$9.97M +$260K +2,414 +3%
1CP
59
1607 Capital Partners
Virginia
$9.84M +$108K +1,000 +1%
MPM
60
Meritage Portfolio Management
Kansas
$9.66M -$471K -4,366 -5%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$9.43M +$1.17M +10,869 +14%
PWLP
62
Prio Wealth Limited Partnership
Massachusetts
$9.34M -$601K -5,576 -6%
ACM
63
AUA Capital Management
Pennsylvania
$9.29M -$1.19M -11,024 -11%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$9.16M +$1.97M +18,232 +27%
BFA
65
Bragg Financial Advisors
North Carolina
$8.73M -$683K -6,330 -7%
Principal Financial Group
66
Principal Financial Group
Iowa
$8.43M
OC
67
Oppenheimer & Co
New York
$8.41M +$728K +6,754 +9%
SIA
68
Soltis Investment Advisors
Utah
$8.37M +$204K +1,892 +2%
JPG
69
Jordan Park Group
California
$8.33M +$8.35M +77,415 New
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$8.23M -$1.39M -12,850 -14%
AIM
71
Allen Investment Management
New York
$8.17M +$23K +213 +0.3%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$8.08M +$647K +6,003 +9%
HWA
73
Heartwood Wealth Advisors
Virginia
$8.07M +$235K +2,176 +3%
ANTB
74
AMG National Trust Bank
Colorado
$8.01M -$461K -4,275 -5%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$7.94M +$352K +3,261 +5%