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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
HT
751
Headlands Technologies
Illinois
$5.23K -$32.2K -308 -86%
VCM
752
Viewpoint Capital Management
Washington
$5.23K
RWMG
753
Redwood Wealth Management Group
New Jersey
$5.23K +$5.22K +50 New
TRCT
754
Tower Research Capital (TRC)
New York
$5.12K +$5.12K +49 New
GA
755
GFS Advisors
Texas
$5K +$15.6M +149,101 New
KFS
756
Kelly Financial Services
Massachusetts
$3.55K -$5.12K -49 -59%
CAS
757
Coppell Advisory Solutions
Texas
$2.4K +$2.4K +23 New
AWM
758
Avior Wealth Management
Nebraska
$2.09K -$77.6K -743 -97%
BTI
759
Blue Trust Inc
Georgia
$1.57K
AWM
760
Activest Wealth Management
Florida
$429
CTB
761
Country Trust Bank
Illinois
$418 +$418 +4 New
FHC
762
First Heartland Consultants
Missouri
$397 +$158K +1,508 +66%
CIA
763
Choate Investment Advisors
Massachusetts
-$17.6M -167,923 Closed
AWC
764
Abundance Wealth Counselors
Pennsylvania
-$7.01M -66,965 Closed
SPP
765
Single Point Partners
Massachusetts
-$5.7M -54,419 Closed
LNC
766
Lincoln National Corp
Pennsylvania
-$3.47M -33,174 Closed
PPP
767
Private Portfolio Partners
New Jersey
-$2.37M -22,650 Closed
OWA
768
One Wealth Advisors
California
-$1.74M -16,651 Closed
RVPG
769
Relative Value Partners Group
-$1.57M -14,939 Closed
TB
770
Treynor Bancshares
Iowa
-$1.33M -12,735 Closed
NL
771
NWAM LLC
Washington
-$1.08M -10,318 Closed
PGA
772
Portland Global Advisors
Maine
-$877K -8,377 Closed
TFG
773
Tilson Financial Group
New Jersey
-$830K -7,925 Closed
SFMG
774
Sage Financial Management Group
Virginia
-$819K -7,820 Closed
MFG
775
MidWestOne Financial Group
Iowa
-$781K -7,462 Closed