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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
HWM
801
Hassell Wealth Management
Louisiana
-$1.93M -18,733 Closed
EWM
802
Executive Wealth Management
Michigan
-$1.64M -15,922 Closed
Northern Trust
803
Northern Trust
Illinois
-$1.57M -15,215 Closed
IMA
804
Investment Management Associates
Colorado
-$1.55M -15,094 Closed
USAA
805
United Services Automobile Association
Texas
-$1.32M -12,790 Closed
FCBT
806
First Citizens Bank & Trust
North Carolina
-$1.25M -12,165 Closed
UL
807
Unionview LLC
Washington
-$1.2M -11,655 Closed
HIP
808
HUB Investment Partners
Texas
-$1.07M -10,436 Closed
ABC
809
Associated Banc-Corp
Wisconsin
-$1.05M -10,205 Closed
AHC
810
Adell Harriman & Carpenter
Texas
-$796K -7,735 Closed
Citadel Advisors
811
Citadel Advisors
Florida
-$680K -6,614 Closed
FAIM
812
Financial Advocates Investment Management
Washington
-$742K -6,353 Closed
BWG
813
Beta Wealth Group
California
-$553K -5,372 Closed
Millennium Management
814
Millennium Management
New York
-$540K -5,247 Closed
SWM
815
Seed Wealth Management
Illinois
-$524K -5,095 Closed
BFA
816
Beacon Financial Advisory
Ohio
-$508K -4,941 Closed
NVCHI
817
New Vernon Capital Holdings II
New Jersey
-$496K -4,822 Closed
CWM
818
Cornerstone Wealth Management
Missouri
-$477K -4,634 Closed
AA
819
Auxano Advisors
Washington
-$417K -4,050 Closed
BAM
820
Belpointe Asset Management
Nevada
-$394K -3,835 Closed
QPWM
821
Quadrant Private Wealth Management
Pennsylvania
-$372K -3,619 Closed
FA
822
Financial Alternatives
California
-$361K -3,514 Closed
SC
823
Savant Capital
Illinois
-$356K -3,460 Closed
WAL
824
W Advisors LLC
Tennessee
-$350K -3,400 Closed
EIA
825
Edgemoor Investment Advisors
Maryland
-$337K -3,275 Closed