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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
SHIM
751
Stone House Investment Management
Pennsylvania
$43.9K -$789K -7,583 -95%
GIA
752
Goodwin Investment Advisory
Georgia
$43.3K -$138K -1,323 -76%
S
753
SignatureFD
Georgia
$41.6K +$20.2K +194 +97%
FCA
754
FinTrust Capital Advisors
South Carolina
$37.7K -$302K -2,900 -89%
LWANC
755
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.6K
BWAM
756
Boyd Watterson Asset Management
Ohio
$34.7K
Fifth Third Bancorp
757
Fifth Third Bancorp
Ohio
$32.6K +$30.2K +290 +1,526%
EPW
758
Evergreen Private Wealth
Colorado
$30.5K +$30.1K +289 New
MSWM
759
McGlone Suttner Wealth Management
Wisconsin
$28.1K +$27.8K +267 New
CB
760
CNB Bank
Pennsylvania
$27.4K
CPG
761
Cornerstone Planning Group
New Jersey
$26.9K -$36.8K -354 -58%
CTC
762
Central Trust Company
Missouri
$22.1K +$21.8K +210 New
NL
763
NVWM LLC
Pennsylvania
$21.1K -$728 -7 -3%
SWC
764
Spectrum Wealth Counsel
Indiana
$20.8K +$20.5K +197 New
KFS
765
Kelly Financial Services
Massachusetts
$20.4K -$1.56K -15 -7%
CIA
766
Cape Investment Advisory
Georgia
$18.3K +$9.78K +94 +118%
Barclays
767
Barclays
United Kingdom
$17K -$878K -8,443 -98%
KSWA
768
Kathleen S. Wright Associates
Pennsylvania
$16.2K +$104 +1 +0.7%
RA
769
Rise Advisors
New York
$14.8K +$14.6K +140 New
ADL
770
Asset Dedication LLC
California
$13K
HWP
771
Highline Wealth Partners
California
$12.4K
TIM
772
Tortoise Investment Management
New York
$10.5K
NP
773
NorthRock Partners
Minnesota
$10.1K +$9.99K +96 New
FSWA
774
Financial Synergies Wealth Advisors
Texas
$9.46K -$728 -7 -7%
OLVIG
775
Oliver Lagore Vanvalin Investment Group
Michigan
$8.43K -$10.9K -105 -57%