We are live on ! Find out more
SUB icon

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
AC
826
Arjuna Capital
North Carolina
-$275K -2,672 Closed
BWM
827
Benchmark Wealth Management
Connecticut
-$274K -2,663 Closed
VC
828
Veracity Capital
Georgia
-$263K -2,559 Closed
ACA
829
Atlas Capital Advisors
Wyoming
-$258K -2,511 Closed
FIB
830
First Interstate Bank
Montana
-$244K -2,368 Closed
WMA
831
West Michigan Advisors
Michigan
-$239K -2,326 Closed
CPRC
832
Consolidated Portfolio Review Corp
New York
-$239K -2,322 Closed
CCM
833
Coldstream Capital Management
Washington
-$236K -2,298 Closed
CFO
834
Collective Family Office
Pennsylvania
-$235K -2,281 Closed
FCM
835
Family Capital Management
Michigan
-$233K -2,265 Closed
KWS
836
Keystone Wealth Services
California
-$230K -2,236 Closed
MWM
837
Mattern Wealth Management
Kansas
-$226K -2,201 Closed
VCA
838
Verdence Capital Advisors
Maryland
-$221K -2,153 Closed
RZH
839
Relyea Zuckerberg Hanson
Connecticut
-$216K -2,099 Closed
SPWG
840
Syntegra Private Wealth Group
Missouri
-$216K -2,096 Closed
PIA
841
Pinion Investment Advisors
Kansas
-$208K -2,025 Closed
DADC
842
D.A. Davidson & Co
Montana
-$208K -2,020 Closed
TCA
843
Transcend Capital Advisors
New Jersey
-$207K -2,008 Closed
AFM
844
Armstrong Fleming & Moore
District of Columbia
-$204K -1,985 Closed
OIA
845
Optimum Investment Advisors
Illinois
-$154K -1,500 Closed
SSB
846
Sandy Spring Bank
Maryland
-$113K -1,100 Closed
DCBT
847
Dakota Community Bank & Trust
North Dakota
-$99.3K -965 Closed
BC
848
Bartlett & Co
Ohio
-$62K -600 Closed
BCWM
849
Bartlett & Co Wealth Management
Ohio
-$61.7K -600 Closed
CWP
850
Concord Wealth Partners
Virginia
-$61.1K -594 Closed