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iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 30

91% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 105

12% more funds holding

Funds holding: 423472 (+49)

5% more capital invested

Capital invested by funds: $2.47B → $2.58B (+$114M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.78% less ownership

Funds ownership: 65.7%63.92% (-1.8%)

Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.35%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$5.02M -$841K -7,791 -14%
SPP
77
Single Point Partners
Massachusetts
$5M -$38.1K -353 -0.8%
CIP
78
Capital Insight Partners
Arizona
$4.95M +$1.92M +17,803 +64%
EWA
79
ERTS Wealth Advisors
Michigan
$4.95M -$405K -3,757 -8%
LA
80
LVW Advisors
New York
$4.92M +$614K +5,690 +14%
CCM
81
Condor Capital Management
New Jersey
$4.92M +$170K +1,571 +4%
Renaissance Technologies
82
Renaissance Technologies
New York
$4.63M +$3.88M +35,940 +524%
WFA
83
West Financial Advisors
Iowa
$4.51M +$4.5M +41,720 New
MWM
84
Mattern Wealth Management
Kansas
$4.49M +$572K +5,304 +15%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$4.47M +$2.18M +20,201 +95%
OC
86
Oppenheimer & Co
New York
$4.43M +$3.31M +30,639 +296%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4.39M +$1.03M +9,509 +31%
CJA
88
C-J Advisory
California
$4.32M +$30.3K +281 +0.7%
MFM
89
Mirsky Financial Management
New York
$4.17M +$25.8K +239 +0.6%
MIA
90
MainStreet Investment Advisors
Illinois
$4.13M -$855K -7,925 -17%
LNC
91
Lincoln National Corp
Pennsylvania
$4.1M +$349K +3,234 +9%
EA
92
Efficient Advisors
Ohio
$4.03M -$159K -1,474 -4%
WU
93
Wealthsimple US
New York
$4.03M -$33.7K -312 -0.8%
Prudential Financial
94
Prudential Financial
New Jersey
$4.01M +$327K +3,028 +9%
RRC
95
Relaxing Retirement Coach
Massachusetts
$3.97M -$3.81M -35,261 -49%
SP
96
Symmetry Partners
Connecticut
$3.95M +$263K +2,434 +7%
BOPW
97
Brandywine Oak Private Wealth
Pennsylvania
$3.9M +$72.7K +674 +2%
MAS
98
Managed Account Services
Florida
$3.82M +$484K +4,481 +15%
PP
99
PDS Planning
Ohio
$3.79M +$647 +6 +0%
FHB
100
First Hawaiian Bank
Hawaii
$3.79M +$20.9K +194 +0.6%