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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
TFP
751
Traction Financial Partners
Wyoming
$203K +$204K +1,929 New
UAG
752
United Advisor Group
Ohio
$203K +$203K +1,924 New
PPH
753
Pure Portfolios Holdings
Oregon
$202K -$1.16K -11 -0.6%
NWM
754
Northwest Wealth Management
Iowa
$202K
SIC
755
Sterling Investment Counsel
New York
$202K -$845 -8 -0.4%
CM
756
Columbus Macro
Pennsylvania
$202K -$40.9K -387 -17%
CF
757
Collier Financial
Colorado
$199K +$199K +1,888 New
AWM
758
Accredited Wealth Management
Kentucky
$177K +$177K +1,680 New
CT
759
Clearstead Trust
Maine
$172K
PFBT
760
Parkside Financial Bank & Trust
Missouri
$171K +$19.4K +184 +13%
PTC
761
Private Trust Company
Ohio
$157K +$422 +4 +0.3%
LFA
762
LGT Financial Advisors
Texas
$151K -$6.13K -58 -4%
GEA
763
Glen Eagle Advisors
New Jersey
$151K
RBC
764
Rye Brook Capital
Connecticut
$148K
BL
765
Balentine LLC
Georgia
$141K -$8.47M -80,235 -98%
BBHC
766
Brown Brothers Harriman & Co
New York
$138K
AEPWM
767
Atlantic Edge Private Wealth Management
Florida
$137K
GWSG
768
GPS Wealth Strategies Group
Colorado
$122K
CAL
769
Capital Analysts LLC
Pennsylvania
$117K +$8.03K +76 +7%
RF
770
Robinswood Financial
Washington
$115K
SW
771
SoFi Wealth
California
$111K +$111K +1,051 New
DF
772
Dunhill Financial
United Kingdom
$107K
GRP
773
Global Retirement Partners
California
$105K -$25.6K -242 -20%
IBOK
774
Independence Bank of Kentucky
Kentucky
$103K +$5.49K +52 +6%
AAG
775
Armstrong Advisory Group
Massachusetts
$101K