We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 296 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

0.78% more ownership

Funds ownership: 86.91%87.69% (+0.78%)

0% more capital invested

Capital invested by funds: $7.68B → $7.68B (+$5.3M)

0% more funds holding

Funds holding: 757757 (0)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 296

Holders
757
Holders Change
Holders Change %
0%
% of All Funds
10.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
296
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$21.1M -$7.62M -72,920 -27%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$20.9M +$15M +143,948 +260%
UBV
53
United Bank (Virginia)
Virginia
$20.8M +$2.67M +25,535 +15%
RWB
54
RMR Wealth Builders
New Jersey
$20.8M +$821K +7,863 +4%
BSW
55
Buckingham Strategic Wealth
Missouri
$20.6M -$2M -19,138 -9%
Corient Private Wealth
56
Corient Private Wealth
Florida
$20.3M +$1.26M +12,083 +7%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$20.1M +$641K +6,139 +3%
MWM
58
Modera Wealth Management
New Jersey
$20.1M +$7.64M +73,145 +61%
SC
59
Slow Capital
California
$19.7M -$5.44M -52,040 -22%
BPA
60
Beacon Pointe Advisors
California
$19.4M -$2.41M -23,075 -11%
Comerica Bank
61
Comerica Bank
Texas
$18.1M -$947K -9,061 -5%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$17.9M +$5.41M +51,830 +43%
ERIM
63
Eagle Ridge Investment Management
Connecticut
$17.4M +$569K +5,448 +3%
RWM
64
Rockwood Wealth Management
Pennsylvania
$17.3M +$28.4K +272 +0.2%
MWM
65
Merriman Wealth Management
Washington
$16.8M +$184K +1,766 +1%
AFG
66
Arkansas Financial Group
Arkansas
$16.4M +$668K +6,394 +4%
MML Investors Services
67
MML Investors Services
Massachusetts
$16.4M -$1.45M -13,892 -8%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$16.4M -$2.3K -22 -0%
AA
69
Alesco Advisors
New York
$15.7M +$739K +7,070 +5%
AIA
70
Alera Investment Advisors
Illinois
$15M +$4.68M +44,784 +45%
TC
71
TownSquare Capital
Utah
$14.4M +$698K +6,682 +5%
BOPW
72
Brandywine Oak Private Wealth
Pennsylvania
$14.2M -$386K -3,695 -3%
FCH
73
Freestone Capital Holdings
Washington
$14.2M +$2.66M +25,428 +23%
OCM
74
One Capital Management
California
$14.1M -$13.8M -131,727 -49%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$14M -$1.77M -16,939 -11%