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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
TFG
726
Team Financial Group
California
$224K +$528 +5 +0.2%
First Manhattan
727
First Manhattan
New York
$220K -$65.1K -616 -23%
GWMIA
728
Global Wealth Management Investment Advisory
Florida
$218K +$218K +2,067 New
SFG
729
SevenBridge Financial Group
Pennsylvania
$217K
CWP
730
Cyndeo Wealth Partners
Florida
$216K +$217K +2,050 New
WDG
731
Wealth Dimensions Group
Ohio
$215K
LSAG
732
Lake Street Advisors Group
New Hampshire
$214K
FRA
733
Frank Rimerman Advisors
California
$213K
EW
734
Elyxium Wealth
California
$211K -$92K -871 -30%
PWPS
735
Pinnacle Wealth Planning Services
Ohio
$211K
S
736
Sachetta
Massachusetts
$211K
SMA
737
Sage Mountain Advisors
Georgia
$211K
GFG
738
Goldstone Financial Group
Illinois
$211K
AWA
739
Arkadios Wealth Advisors
Georgia
$210K +$8.77K +83 +4%
NWM
740
Napa Wealth Management
California
$208K -$52.7K -499 -20%
1IA
741
1834 Investment Advisors
Wisconsin
$208K +$208K +1,971 New
FA
742
FSA Advisors
Michigan
$207K
EWS
743
Evergreen Wealth Solutions
Pennsylvania
$206K +$206K +1,951 New
HPA
744
High Probability Advisors
New York
$206K +$1.06K +10 +0.5%
KP
745
Keel Point
Alabama
$205K +$106 +1 +0.1%
SS
746
Sunbelt Securities
Texas
$205K -$4.01K -38 -2%
MFG
747
Magnus Financial Group
New York
$205K +$205K +1,941 New
FC
748
FCA Corp
Texas
$205K
FHB
749
First Hawaiian Bank
Hawaii
$204K
UFA
750
Uptown Financial Advisors
Texas
$204K +$204K +1,935 New