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iShares Short-Term National Muni Bond ETF

785 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

9% more capital invested

Capital invested by funds: $7.85B → $8.57B (+$721M)

5.2% more ownership

Funds ownership: 86.55%91.74% (+5.2%)

5% more funds holding

Funds holding: 751785 (+34)

15% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 315

Holders
785
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.44%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.61%
New
122
Increased
267
Reduced
315
Closed
76
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Slow Capital
California
$22.3M -$1.92M -18,496 -8%
WJA
52
Willis Johnson & Associates
Texas
$22M +$13.4M +128,679 +162%
HighTower Advisors
53
HighTower Advisors
Illinois
$21.2M -$4.76M -45,745 -19%
Comerica Bank
54
Comerica Bank
Texas
$20.2M +$892K +8,578 +5%
MML Investors Services
55
MML Investors Services
Massachusetts
$19.9M -$8.68M -83,401 -31%
RWB
56
RMR Wealth Builders
New Jersey
$19.8M -$1.86M -17,916 -9%
RJA
57
Raymond James & Associates
Florida
$19.2M -$22.7M -218,605 -55%
BCI
58
Brinker Capital Investments
Pennsylvania
$18.8M +$741K +7,126 +4%
OPS
59
Orion Portfolio Solutions
Nebraska
$18.8M +$741K +7,126 +4%
Corient Private Wealth
60
Corient Private Wealth
Florida
$18.6M +$9.88M +94,963 +117%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$18.1M -$5.52M -53,054 -24%
MWM
62
Merriman Wealth Management
Washington
$17.8M -$14M -134,291 -44%
RWM
63
Rockwood Wealth Management
Pennsylvania
$17.6M +$5M +48,074 +41%
SSWM
64
Sheets Smith Wealth Management
North Carolina
$16.8M -$452K -4,349 -3%
ERIM
65
Eagle Ridge Investment Management
Connecticut
$16.4M +$73.2K +704 +0.5%
Members Trust
66
Members Trust
Florida
$16.2M +$10.2M +97,983 +175%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$16.2M +$1.26M +12,090 +9%
AWE
68
Avidian Wealth Enterprises
Texas
$15.9M +$447K +4,301 +3%
ACA
69
Ackerman Capital Advisors
Texas
$15.6M +$13.6M +130,642 +746%
AFG
70
Arkansas Financial Group
Arkansas
$15.2M +$676K +6,495 +5%
UBV
71
United Bank (Virginia)
Virginia
$15.1M -$16.4M -158,052 -52%
MWP
72
Meridian Wealth Partners
Pennsylvania
$14.8M -$665K -6,392 -4%
HCM
73
Horiko Capital Management
New York
$14.7M -$5.66M -54,403 -28%
AA
74
Alesco Advisors
New York
$14.1M +$634K +6,091 +5%
B
75
Bailard
California
$13.8M +$4.12M +39,572 +43%