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iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$22M +$10.6M +100,106 +92%
MWM
52
Modera Wealth Management
New Jersey
$21.3M +$238K +2,249 +1%
Members Trust
53
Members Trust
Florida
$20.3M -$1.67M -15,780 -8%
MWM
54
Merriman Wealth Management
Washington
$19.7M -$194K -1,834 -1%
MML Investors Services
55
MML Investors Services
Massachusetts
$19.6M +$1.6M +15,186 +9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$19M +$902K +8,542 +5%
SC
57
Slow Capital
California
$18.6M +$164K +1,556 +0.9%
ERIM
58
Eagle Ridge Investment Management
Connecticut
$18M -$281K -2,662 -2%
BPA
59
Beacon Pointe Advisors
California
$18M -$543K -5,139 -3%
EP
60
Essential Planning
New Hampshire
$17.9M +$17.6M +167,040 +6,400%
AFG
61
Arkansas Financial Group
Arkansas
$17.6M +$569K +5,383 +3%
Comerica Bank
62
Comerica Bank
Texas
$17M -$1.47M -13,895 -8%
AA
63
Alesco Advisors
New York
$16.6M +$642K +6,079 +4%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$16.3M +$1.59M +15,080 +11%
LFG
65
Larson Financial Group
Missouri
$15.9M +$4.58M +43,344 +40%
FCH
66
Freestone Capital Holdings
Washington
$15.8M +$1.32M +12,501 +9%
BOPW
67
Brandywine Oak Private Wealth
Pennsylvania
$15.2M +$448K +4,239 +3%
OCM
68
One Capital Management
California
$14M -$368K -3,488 -3%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$13.2M -$292K -2,768 -2%
TC
70
TownSquare Capital
Utah
$13.1M +$390K +3,696 +3%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$12.9M +$32K +303 +0.2%
AWC
72
Abundance Wealth Counselors
Pennsylvania
$12.8M +$1.98M +18,721 +18%
KPWS
73
Kestra Private Wealth Services
Texas
$12.7M +$25.7K +243 +0.2%
PAS
74
Park Avenue Securities
New York
$12.4M +$976K +9,238 +9%
GT
75
Greenleaf Trust
Michigan
$12.2M +$12.2M +115,944 New