We are live on ! Find out more
SUB icon

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
OC
801
Oarsman Capital
Wisconsin
$31.6K
DIP
802
DT Investment Partners
Pennsylvania
$31.3K +$3.06K +29 +11%
BOJHT
803
Bank of Jackson Hole Trust
Wyoming
$29.3K +$29.4K +278 New
GWANC
804
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.6K +$26.6K +252 New
GM
805
GeoWealth Management
Illinois
$26.4K +$1.37K +13 +5%
RA
806
Rise Advisors
New York
$25.3K +$5.92K +56 +30%
CIA
807
Cape Investment Advisory
Georgia
$24.5K
RWS
808
Retirement Wealth Solutions
Wisconsin
$24.1K +$24.2K +229 New
NL
809
NVWM LLC
Pennsylvania
$21.1K
DAM
810
Delta Asset Management
Tennessee
$21.1K +$21.1K +200 New
HIA
811
Harbor Investment Advisory
Maryland
$20.9K +$15.3K +145 +274%
SWC
812
Spectrum Wealth Counsel
Indiana
$20.8K
NWWA
813
New Wave Wealth Advisors
Arkansas
$15.2K +$15.2K +144 New
TFA
814
Transamerica Financial Advisors
Florida
$14K -$5.24M -49,592 -100%
SWM
815
Sugarloaf Wealth Management
Georgia
$13.6K
PCWA
816
Pacific Capital Wealth Advisors
California
$12.4K
HIW
817
Holos Integrated Wealth
Pennsylvania
$12.4K +$12.5K +118 New
TIM
818
Tortoise Investment Management
New York
$10.5K
KSWA
819
Kathleen S. Wright Associates
Pennsylvania
$9.74K -$634 -6 -6%
OLVIG
820
Oliver Lagore Vanvalin Investment Group
Michigan
$8.86K -$422 -4 -5%
MCA
821
Midwest Capital Advisors
Michigan
$6.64K +$6.65K +63 New
T
822
Transce3nd
Texas
$6.54K +$6.55K +62 New
EWM
823
EPG Wealth Management
Georgia
$6.43K
Q1WB
824
Quest 10 Wealth Builders
Virginia
$5.91K +$5.92K +56 New
VCM
825
Viewpoint Capital Management
Washington
$5.27K