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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 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.
New
Increased
Maintained
Reduced
Closed
6% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 302
4% less funds holding
Funds holding: 785 → 757 (-28)
4.83% less ownership
Funds ownership: 91.74% → 86.91% (-4.8%)
10% less capital invested
Capital invested by funds: $8.57B → $7.68B (-$893M)
21% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 71
31% less funds holding in top 10
Funds holding in top 10: 42 → 29 (-13)
Holders
757
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.9%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$41M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$25.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$23.5M |
| 4 |
Jane Street
New York
|
+$18.2M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$17.6M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$408M |
| 2 |
Bank of New York Mellon
New York
|
-$118M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$113M |
| 4 |
JP Morgan Chase
New York
|
-$37.8M |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$35.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFS
826
Annapolis Financial Services
Annapolis,
Maryland
| – | -$7.8K | -74 | Closed |
|
|
PCM
827
Penserra Capital Management
Orinda,
California
| – | -$7K | -70 | Closed |
|
|
LF
828
Lee Financial
Dallas,
Texas
| – | -$3.69K | -35 | Closed |
|
|
ODG
829
O'Dell Group
Cincinnati,
Ohio
| – | -$2.95K | -28 | Closed |
|
|
C
830
Covestor
London,
United Kingdom
| – | -$1.36K | -13 | Closed |
|
|
AF
831
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1.08K | -10 | Closed |
|
832
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| – | -$267K | – | – |
|