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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 77

45% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 219

41% more capital invested

Capital invested by funds: $6.9B → $9.75B (+$2.85B)

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 711784 (+73)

4.74% more ownership

Funds ownership: 77.4%82.13% (+4.7%)

Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.6%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
NRC
751
New Republic Capital
North Carolina
$45.8K +$45.4K +439 New
FCA
752
FinTrust Capital Advisors
South Carolina
$37.3K -$243K -2,343 -87%
LWANC
753
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.2K
HWMA
754
Heritage Wealth Management (Arizona)
Arizona
$31.6K +$15.6K +151 +99%
FMP
755
Financial Management Professionals
Texas
$30K +$29.8K +288 New
CB
756
CNB Bank
Pennsylvania
$27.1K
CWC
757
Carolinas Wealth Consulting
North Carolina
$25.5K +$104 +1 +0.4%
ADL
758
Asset Dedication LLC
California
$25K -$136K -1,310 -85%
AWM
759
Avior Wealth Management
Nebraska
$23.9K -$4.76K -46 -17%
S
760
SignatureFD
Georgia
$21K +$9.42K +91 +83%
MFA
761
McClarren Financial Advisors
Pennsylvania
$20K +$20.3K +196 New
SCA
762
Stonebridge Capital Advisors
Minnesota
$18.2K -$1.24K -12 -6%
FCMT
763
Founders Capital Management (Texas)
Texas
$18K
HI
764
Hendershot Investments
Virginia
$17.2K +$1.66K +16 +11%
CT
765
Colonial Trust
South Carolina
$16.7K -$215K -2,079 -93%
LFA
766
Level Financial Advisors
New York
$16K +$104 +1 +0.7%
CWA
767
Clearview Wealth Advisors
Oregon
$15.6K
WBC
768
West Branch Capital
Massachusetts
$11K
ATC
769
Adirondack Trust Company
New York
$10.4K
TIM
770
Tortoise Investment Management
New York
$10.4K
FSWA
771
Financial Synergies Wealth Advisors
Texas
$9.46K -$824K -7,960 -99%
EE
772
EWG Elevate
California
$9.07K +$9.01K +87 New
FA
773
Faithward Advisors
Pennsylvania
$8.76K
RTL
774
Red Tortoise LLC
Georgia
$8.24K +$8.18K +79 New
FCA
775
Fortis Capital Advisors
Kansas
$7.09K +$7.04K +68 New