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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
DJSG
776
D.J. St. Germain
Massachusetts
$8.43K
TFA
777
Toth Financial Advisory
Virginia
$8.22K
AFS
778
Annapolis Financial Services
Maryland
$7.8K +$7.7K +74 New
PWMG
779
Provence Wealth Management Group
California
$7.59K
PCM
780
Penserra Capital Management
California
$7K +$7.28K +70 New
HIA
781
Harbor Investment Advisory
Maryland
$5.59K
VCM
782
Viewpoint Capital Management
Washington
$5.27K
BTI
783
Blue Trust Inc
Georgia
$5K +$5.3K +51 New
LF
784
Lee Financial
Texas
$3.69K
CAS
785
Coppell Advisory Solutions
Texas
$3.58K +$2.81K +27 +386%
ODG
786
O'Dell Group
Ohio
$2.95K +$2.91K +28 New
AF
787
Advisornet Financial
Minnesota
$1.08K -$104 -1 -9%
C
788
Covestor
United Kingdom
$1K -$1.66K -16 -55%
IGWM
789
ICA Group Wealth Management
Colorado
$865 +$832 +8 New
AWM
790
Activest Wealth Management
Florida
$429
RBCM
791
Raub Brock Capital Management
California
-$30M -291,345 Closed
BA
792
Bridgewater Advisors
New York
-$9.54M -92,740 Closed
1CP
793
1607 Capital Partners
Virginia
-$7.56M -73,500 Closed
KCM
794
Kathmere Capital Management
Pennsylvania
-$6.27M -60,994 Closed
RC
795
Roundview Capital
New Jersey
-$3.85M -37,468 Closed
Susquehanna International Group
796
Susquehanna International Group
Pennsylvania
-$3.3M -32,045 Closed
TCB
797
Texas Capital Bancshares
Texas
-$2.68M -26,057 Closed
SFS
798
Sowell Financial Services
Arkansas
-$2.47M -24,045 Closed
FAM
799
Forte Asset Management
New York
-$2.04M -19,800 Closed
WAS
800
Wealth Advisory Solutions
Indiana
-$1.97M -19,107 Closed