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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
RIG
776
RiverFront Investment Group
Virginia
-$730K -6,967 Closed
CA
777
CoreCap Advisors
Michigan
-$686K -6,555 Closed
HL
778
HeadInvest LLC
Maine
-$580K -5,536 Closed
JCM
779
Jacobsen Capital Management
Utah
-$514K -4,907 Closed
MWM
780
Meridian Wealth Management
Kentucky
-$507K -4,842 Closed
BCA
781
Ballentine Capital Advisors
South Carolina
-$495K -4,736 Closed
G
782
GenTrust
Florida
-$418K -3,990 Closed
BF
783
Brooklyn FI
New York
-$406K -3,873 Closed
PJWM
784
Philip James Wealth Mangement
Georgia
-$393K -3,756 Closed
PWA
785
Pillar Wealth Advisors
Pennsylvania
-$393K -3,753 Closed
DC
786
DeDora Capital
California
-$335K -3,203 Closed
CWS
787
Cypress Wealth Services
California
-$329K -3,143 Closed
FAIM
788
Financial Advocates Investment Management
Washington
-$269K -2,812 Closed
FPW
789
Flagship Private Wealth
Massachusetts
-$281K -2,682 Closed
BWP
790
Baldwin Wealth Partners
Massachusetts
-$276K -2,640 Closed
MCA
791
MSH Capital Advisors
Arizona
-$276K -2,632 Closed
BBA
792
Braun-Bostich & Associates
Pennsylvania
-$264K -2,524 Closed
WTB
793
Washington Trust Bank
Washington
-$258K -2,468 Closed
SWM
794
SigFig Wealth Management
California
-$252K -2,410 Closed
GA
795
GoalVest Advisory
New York
-$249K -2,379 Closed
PIA
796
Pinion Investment Advisors
Kansas
-$249K -2,379 Closed
9WM
797
9258 Wealth Management
Ohio
-$245K -2,340 Closed
BWM
798
BCS Wealth Management
Tennessee
-$240K -2,292 Closed
CAG
799
Csenge Advisory Group
Florida
-$237K -2,264 Closed
ARC
800
Advisor Resource Council
Texas
-$232K -2,200 Closed