We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

30% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 227

17% more funds holding in top 10

Funds holding in top 10: 4249 (+7)

3% more funds holding

Funds holding: 689711 (+22)

4% more capital invested

Capital invested by funds: $6.65B → $6.9B (+$251M)

0.07% more ownership

Funds ownership: 77.32%77.4% (+0.07%)

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.25%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.84%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$18.5M +$3.24M +31,032 +21%
JF
52
JSF Financial
California
$17.9M +$18.2M +174,682 New
CG
53
Colony Group
Massachusetts
$17.7M +$640K +6,127 +4%
MWP
54
Meridian Wealth Partners
Pennsylvania
$16.6M +$1.41M +13,479 +9%
NA
55
NewEdge Advisors
Louisiana
$16.2M +$1.26M +12,030 +8%
AIA
56
Alera Investment Advisors
Illinois
$16.1M +$3.04M +29,111 +23%
ST
57
Smithfield Trust
Pennsylvania
$15.7M -$13.2M -126,509 -45%
AC
58
Apella Capital
Connecticut
$15.3M +$3.77M +36,099 +32%
ZCA
59
Zeke Capital Advisors
Pennsylvania
$15.3M -$491K -4,703 -3%
BC
60
Brio Consultants
California
$15.1M +$8.28M +79,291 +116%
HCM
61
Horiko Capital Management
New York
$15.1M +$2.69M +25,800 +21%
CCA
62
Column Capital Advisors
Indiana
$15.1M +$1.73M +16,614 +13%
WFA
63
West Financial Advisors
Iowa
$15M -$7.44M -71,242 -33%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$14.8M -$631K -6,046 -4%
ERIM
65
Eagle Ridge Investment Management
Connecticut
$14.8M +$15M +143,820 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$14.5M -$700K -6,708 -5%
RWB
67
RMR Wealth Builders
New Jersey
$14M +$5.73M +54,914 +67%
TCM
68
TD Capital Management
Tennessee
$13.7M -$1.54M -14,772 -10%
MWM
69
Modera Wealth Management
New Jersey
$13.2M -$1.38M -13,176 -9%
IAN
70
Integrated Advisors Network
Texas
$12.9M -$3.25M -31,105 -20%
Cerity Partners
71
Cerity Partners
New York
$12.1M +$3.7M +35,444 +43%
HWA
72
Heartwood Wealth Advisors
Virginia
$11.8M +$587K +5,625 +5%
M&T Bank
73
M&T Bank
New York
$11.2M +$2.15M +20,563 +23%
BA
74
Bridgewater Advisors
New York
$11.1M -$291K -2,791 -3%
WWM
75
Windsor Wealth Management
Indiana
$10.7M +$2.11M +20,242 +24%