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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
SRC
851
Shufro Rose & Co
New York
-$359K -3,430 Closed
TW
852
Towerpoint Wealth
California
-$355K -3,343 Closed
DW30
853
Drucker Wealth 3.0
New Jersey
-$335K -3,156 Closed
SW
854
Simplicity Wealth
New Jersey
-$332K -3,130 Closed
BWP
855
Baldwin Wealth Partners
Massachusetts
-$280K -2,640 Closed
BW
856
Bison Wealth
Georgia
-$257K -2,419 Closed
CIP
857
Capital Insight Partners
Arizona
-$255K -2,403 Closed
BFO
858
Boston Family Office
Massachusetts
-$237K -2,232 Closed
OFP
859
OLIO Financial Planning
Virginia
-$221K -2,093 Closed
TSS
860
Two Sigma Securities
New York
-$209K -1,971 Closed
APC
861
Aspire Private Capital
North Carolina
-$206K -1,941 Closed
FAM
862
Flaharty Asset Management
Florida
-$125K -1,178 Closed
JIP
863
Jaffetilchin Investment Partners
Florida
-$120K -1,133 Closed
LIS
864
Legacy Investment Solutions
Idaho
-$112K -1,058 Closed
LWMI
865
Legacy Wealth Management (Idaho)
Idaho
-$112K -1,058 Closed
SHIM
866
Stone House Investment Management
Pennsylvania
-$54.5K -513 Closed
LWANC
867
Laurel Wealth Advisors (North Carolina)
North Carolina
-$36.8K -347 Closed
ATS
868
Ashton Thomas Securities
New York
-$30.7K -289 Closed
CB
869
CNB Bank
Pennsylvania
-$27.6K -260 Closed
EC
870
Elequin Capital
New York
-$17.6K -166 Closed
ME
871
McIlrath & Eck
Washington
-$13.7K -129 Closed
NRC
872
New Republic Capital
North Carolina
-$9.35K -88 Closed
MWA
873
MFA Wealth Advisors
Pennsylvania
-$6.9K -65 Closed
IWP
874
IAG Wealth Partners
Wisconsin
-$5.95K -56 Closed
HGERS
875
Householder Group Estate & Retirement Specialist
Arizona
-$2K -20 Closed