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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $4.61B → $5.72B (+$1.11B)

6.45% more ownership

Funds ownership: 67.32%73.77% (+6.4%)

3% more funds holding

Funds holding: 601621 (+20)

2% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 225

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.79%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Park Avenue Securities
New York
$14.1M +$1.71M +16,122 +14%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$13.8M +$3.33M +31,498 +31%
Comerica Bank
53
Comerica Bank
Texas
$13.2M -$5.82M -54,971 -30%
5L
54
55I LLC
Massachusetts
$12.8M -$1.06M -9,980 -8%
ACA
55
Ackerman Capital Advisors
Texas
$12.7M +$8.38M +79,208 +187%
KWM
56
Keebeck Wealth Management
Illinois
$12.4M +$12.5M +118,261 New
FLPIM
57
F.L. Putnam Investment Management
Massachusetts
$12.2M +$6.22M +58,770 +102%
HighTower Advisors
58
HighTower Advisors
Illinois
$11.7M +$5.58M +52,707 +89%
MWM
59
Modera Wealth Management
New Jersey
$11.7M +$342K +3,230 +3%
FCH
60
Freestone Capital Holdings
Washington
$11.7M +$2.33M +22,028 +25%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$11.4M -$41.8K -395 -0.4%
BCI
62
Brinker Capital Investments
Pennsylvania
$11.2M -$920K -8,694 -8%
NA
63
NewEdge Advisors
Louisiana
$10.9M +$4.49M +42,429 +68%
HWA
64
Heartwood Wealth Advisors
Virginia
$10.8M +$2.77M +26,194 +34%
MG
65
Mather Group
Illinois
$10.6M -$989K -9,346 -8%
William Blair & Company
66
William Blair & Company
Illinois
$10.4M +$7.55M +71,370 +256%
Truist Financial
67
Truist Financial
North Carolina
$9.78M +$3.64M +34,374 +58%
VCM
68
Vivaldi Capital Management
Illinois
$9.49M -$10.6M -99,969 -52%
MPM
69
Meritage Portfolio Management
Kansas
$9.44M +$130K +1,229 +1%
SP
70
Symmetry Partners
Connecticut
$9.25M +$2.57M +24,319 +38%
JPG
71
Jordan Park Group
California
$9.17M -$255K -2,408 -3%
WP
72
WealthSource Partners
California
$8.98M +$1.2M +11,364 +15%
LNC
73
Lincoln National Corp
Pennsylvania
$8.82M +$5M +47,284 +128%
AC
74
Apella Capital
Connecticut
$8.81M -$1.55M -14,616 -15%
CWM
75
Cahaba Wealth Management
Georgia
$8.77M +$7.87M +74,340 +724%