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iShares Short-Term National Muni Bond ETF

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 26

79% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 138

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more funds holding

Funds holding: 520601 (+81)

14% more capital invested

Capital invested by funds: $4.04B → $4.61B (+$562M)

0.82% more ownership

Funds ownership: 66.5%67.32% (+0.82%)

Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.25%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.35%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Park Avenue Securities
New York
$12.7M +$2.37M +22,091 +23%
GLLW
52
Graves Light Lenhart Wealth
Virginia
$12.6M -$1.67M -15,522 -12%
BCI
53
Brinker Capital Investments
Pennsylvania
$12.4M -$873K -8,133 -7%
MG
54
Mather Group
Illinois
$11.8M -$1M -9,341 -8%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$11.7M +$9.2M +85,642 +365%
MWM
56
Modera Wealth Management
New Jersey
$11.6M +$518K +4,823 +5%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$10.8M +$852K +7,932 +9%
AC
58
Apella Capital
Connecticut
$10.6M +$654K +6,090 +7%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$10.3M +$1.16M +10,839 +13%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$10M +$599K +5,580 +6%
JPG
61
Jordan Park Group
California
$9.67M +$1.36M +12,655 +16%
FCH
62
Freestone Capital Holdings
Washington
$9.61M -$645K -6,010 -6%
MPM
63
Meritage Portfolio Management
Kansas
$9.56M -$84.1K -783 -0.9%
PWLP
64
Prio Wealth Limited Partnership
Massachusetts
$9.47M +$149K +1,385 +2%
ACM
65
AUA Capital Management
Pennsylvania
$9.46M +$197K +1,834 +2%
APP
66
Avantax Planning Partners
Iowa
$9.4M +$7.56M +70,366 +408%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$8.81M +$891K +8,296 +11%
BFA
68
Bragg Financial Advisors
North Carolina
$8.73M
OC
69
Oppenheimer & Co
New York
$8.63M +$239K +2,225 +3%
EWA
70
ERTS Wealth Advisors
Michigan
$8.59M +$775K +7,214 +10%
1CP
71
1607 Capital Partners
Virginia
$8.54M -$1.29M -12,000 -13%
Principal Financial Group
72
Principal Financial Group
Iowa
$8.41M
Creative Planning
73
Creative Planning
Kansas
$8.29M +$375K +3,494 +5%
HWA
74
Heartwood Wealth Advisors
Virginia
$8.27M +$217K +2,017 +3%
CFMC
75
Curbstone Financial Management Corp
New Hampshire
$8.16M -$53.7K -500 -0.7%