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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
NP
726
NorthRock Partners
Minnesota
$35.8K +$25.7K +246 +256%
BWAM
727
Boyd Watterson Asset Management
Ohio
$34.4K
ATS
728
Ashton Thomas Securities
New York
$30.3K +$30.2K +289 New
SSB
729
Sandy Spring Bank
Maryland
$28.3K +$28.3K +271 New
CB
730
CNB Bank
Pennsylvania
$27.2K
LIA
731
Lynx Investment Advisory
District of Columbia
$25.7K +$25.7K +246 New
CIA
732
Cape Investment Advisory
Georgia
$22.7K +$4.49K +43 +25%
CTC
733
Central Trust Company
Missouri
$21.9K
NL
734
NVWM LLC
Pennsylvania
$20.9K
SWC
735
Spectrum Wealth Counsel
Indiana
$20.6K
FCA
736
FinTrust Capital Advisors
South Carolina
$18.7K -$18.7K -179 -50%
1832 Asset Management
737
1832 Asset Management
Ontario, Canada
$18.7K +$18.7K +179 New
RIA
738
Realta Investment Advisors
Delaware
$15.7K +$104 +1 +0.7%
SWM
739
Sugarloaf Wealth Management
Georgia
$14.1K +$14.1K +135 New
ME
740
McIlrath & Eck
Washington
$13.5K
HWP
741
Highline Wealth Partners
California
$12.3K
UWS
742
Unique Wealth Strategies
Illinois
$10.5K +$10.4K +100 New
TIM
743
Tortoise Investment Management
New York
$10.5K
KSWA
744
Kathleen S. Wright Associates
Pennsylvania
$10.4K -$731 -7 -7%
OLVIG
745
Oliver Lagore Vanvalin Investment Group
Michigan
$9.2K +$836 +8 +10%
NRC
746
New Republic Capital
North Carolina
$8.15K +$731 +7 +10%
TSWM
747
Tyler-Stone Wealth Management
Ohio
$7.25K
MWA
748
MFA Wealth Advisors
Pennsylvania
$6.8K +$6.79K +65 New
EWM
749
EPG Wealth Management
Georgia
$6.38K
HIA
750
Harbor Investment Advisory
Maryland
$5.54K