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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
C
776
Covestor
United Kingdom
$7K +$3.21K +31 +100%
IFA
777
Interactive Financial Advisors
Illinois
$6.78K
TCM
778
Tradewinds Capital Management
Washington
$5.94K +$5.9K +57 New
CA
779
Corrado Advisors
New Jersey
$5.63K +$5.59K +54 New
HIA
780
Harbor Investment Advisory
Maryland
$5.53K
VCM
781
Viewpoint Capital Management
Washington
$5.21K
SSC
782
Syverson Strege & Co
Iowa
$2.4K -$78.5K -758 -97%
IGWM
783
ICA Group Wealth Management
Colorado
$841 -$490K -4,730 -100%
CAS
784
Coppell Advisory Solutions
Texas
$730 +$725 +7 New
CASC
785
Coppell Advisory Solutions Corp
Texas
$730 +$725 +7 New
CMP
786
Coston McIsaac & Partners
Maine
$159 +$159K +1,533 New
JF
787
JSF Financial
California
-$17.9M -174,682 Closed
LFA
788
Legacy Financial Advisors
Kentucky
-$7.46M -72,657 Closed
PFA
789
Peak Financial Advisors
Colorado
-$5.35M -52,117 Closed
SW
790
SVB Wealth
Massachusetts
-$4.67M -45,519 Closed
RVPG
791
Relative Value Partners Group
-$3.21M -31,292 Closed
GSIS
792
Global Strategic Investment Solutions
Arizona
-$3.08M -30,044 Closed
GKWIM
793
Gerber Kawasaki Wealth & Investment Management
California
-$3.08M -30,000 Closed
KCM
794
Karp Capital Management
California
-$2.84M -27,701 Closed
KIM
795
Karpus Investment Management
New York
-$2.54M -24,750 Closed
RWP
796
RWA Wealth Partners
Massachusetts
-$2.38M -23,196 Closed
CSIA
797
Conrad Siegel Investment Advisors
Pennsylvania
-$2.36M -22,965 Closed
CCMD
798
Cypress Capital Management (Delaware)
Delaware
-$2.1M -20,425 Closed
FTUS
799
Flow Traders U.S.
New York
-$1.93M -18,761 Closed
AWA
800
Amplius Wealth Advisors
Pennsylvania
-$1.92M -18,680 Closed