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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
AF
776
Aviso Financial
Ontario, Canada
$101K
IF
777
Integrity Financial
Wyoming
$94.9K +$95.1K +900 New
VWM
778
Valley Wealth Managers
New Jersey
$86.4K -$28.3K -268 -25%
TFM
779
TFC Financial Management
Massachusetts
$84.4K +$84.5K +800 New
FWA
780
FSC Wealth Advisors
New York
$83.9K +$634 +6 +0.8%
PCMC
781
Private Capital Management (Colorado)
Colorado
$80.2K -$59.3K -561 -42%
HWA
782
HHM Wealth Advisors
Tennessee
$73.8K
CIAS
783
Capital Investment Advisory Services
North Carolina
$73.4K
KHC
784
Koesten Hirschmann & Crabtree
Kansas
$73.3K +$73.4K +695 New
PP
785
Pacifica Partners
Canada
$71.3K
CICI
786
Capital Investment Counsel Inc
North Carolina
$69.5K +$69.6K +659 New
HNB
787
Huntington National Bank
Ohio
$67.7K
M
788
MOTCO
Texas
$67.2K
TCG
789
Transcendent Capital Group
Oklahoma
$65.5K -$6.97K -66 -10%
AWM
790
Avior Wealth Management
Nebraska
$64.2K +$20.9K +198 +48%
CSWM
791
Cassady Schiller Wealth Management
Ohio
$62.4K
GWP
792
Gen-Wealth Partners
Michigan
$61.2K -$5.28K -50 -8%
BL
793
BFSG LLC
California
$50.4K -$79.4K -752 -61%
WWP
794
WR Wealth Planners
Missouri
$49.9K -$103K -979 -67%
MWM
795
Mascoma Wealth Management
New Hampshire
$47.5K
SC
796
SouthState Corp
Florida
$44.8K -$5.49K -52 -11%
AF
797
Advisornet Financial
Minnesota
$43.8K +$43.8K +415 New
S
798
SignatureFD
Georgia
$43.1K
LWCFA
799
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.7K
BWAM
800
Boyd Watterson Asset Management
Ohio
$34.7K