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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
GRP
726
Global Retirement Partners
California
$113K -$46.1K -443 -29%
DIP
727
DT Investment Partners
Pennsylvania
$111K -$176K -1,695 -62%
Jones Financial Companies
728
Jones Financial Companies
Missouri
$106K +$105K +1,007 New
CQS
729
Credential Qtrade Securities
$101K
FF
730
Friedenthal Financial
New Jersey
$98.8K +$97.5K +937 New
SAM
731
Smartleaf Asset Management
Massachusetts
$98.4K +$97.2K +934 New
PP
732
Pacifica Partners
Canada
$90.8K
GI
733
Gradient Investments
Minnesota
$88.1K +$4.26K +41 +5%
FWA
734
FSC Wealth Advisors
New York
$82.2K +$520 +5 +0.6%
HWA
735
HHM Wealth Advisors
Tennessee
$73.8K -$9.88K -95 -12%
CIAS
736
Capital Investment Advisory Services
North Carolina
$73.4K
GA
737
GoalVest Advisory
New York
$72.1K +$50.7K +487 +247%
PCWA
738
Pacific Capital Wealth Advisors
California
$71.4K +$70.4K +677 New
LIWM
739
Long Island Wealth Management
New York
$69K +$67.9K +653 New
JFGIW
740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.7K +$33.4K +321 +100%
HNB
741
Huntington National Bank
Ohio
$67.7K
M
742
MOTCO
Texas
$67.2K
SC
743
SouthState Corp
Florida
$56.7K -$936 -9 -2%
TCG
744
Transcendent Capital Group
Oklahoma
$55.9K +$55.1K +530 New
ACA
745
Aptus Capital Advisors
Alabama
$54.4K +$24K +231 +81%
GFPC
746
Global Financial Private Client
Florida
$51K -$560K -5,384 -92%
BIA
747
Bell Investment Advisors
California
$50.8K +$312 +3 +0.6%
HGERS
748
Householder Group Estate & Retirement Specialist
Arizona
$50K +$3.02K +29 +6%
MWM
749
Mascoma Wealth Management
New Hampshire
$47.4K
CSWM
750
Cassady Schiller Wealth Management
Ohio
$47.4K +$13.1K +126 +39%