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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
FWM
826
FLP Wealth Management
Arkansas
$4.93K +$4.96K +47 New
CAM
827
Clarity Asset Management
Iowa
$4.11K -$5.49K -52 -57%
BTI
828
Blue Trust Inc
Georgia
$3.16K +$211 +2 +7%
ITIM
829
Indiana Trust & Investment Management
Indiana
$2.95K
HI
830
Horizon Investments
North Carolina
$2.95K
OWP
831
ORG Wealth Partners
Texas
$2.43K -$279K -2,643 -99%
CAS
832
Coppell Advisory Solutions
Texas
$2.43K
State Farm Mutual Automobile Insurance
833
State Farm Mutual Automobile Insurance
Illinois
$1.37K +$1.37K +13 New
CTB
834
Country Trust Bank
Illinois
$422
NS
835
NBC Securities
Alabama
$248 -$249K -2,355 -100%
TRCT
836
Tower Research Capital (TRC)
New York
$105 +$106 +1 New
CWM
837
CIBC World Markets
New York
-$54.3M -500,000 Closed
IAIM
838
International Assets Investment Management
Florida
-$1.25K -132,738 Closed
Prudential Financial
839
Prudential Financial
New Jersey
-$3.74M -35,186 Closed
Jane Street
840
Jane Street
New York
-$3.01M -28,376 Closed
CWM
841
Connecticut Wealth Management
Connecticut
-$3.01M -28,350 Closed
AGA
842
Arkos Global Advisors
Texas
-$2.48M -23,341 Closed
P
843
Pitcairn
Pennsylvania
-$1.45M -13,641 Closed
CG
844
Cynosure Group
Utah
-$1.2M -11,337 Closed
CSPIA
845
Cary Street Partners Investment Advisory
Virginia
-$778K -7,322 Closed
IF
846
Intrua Financial
Texas
-$678K -6,385 Closed
UBV
847
United Bank (Virginia)
Virginia
-$471K -4,439 Closed
MGIA
848
Moneta Group Investment Advisors
Missouri
-$405K -3,811 Closed
EGA
849
Eagle Global Advisors
Texas
-$393K -3,700 Closed
RIA
850
Regal Investment Advisors
Michigan
-$372K -3,503 Closed