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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

67% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 130

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

12% more capital invested

Capital invested by funds: $2.58B → $2.88B (+$302M)

7% more funds holding

Funds holding: 472505 (+33)

0.09% more ownership

Funds ownership: 63.92%64.01% (+0.09%)

Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
76
Anderson Hoagland & Co
Missouri
$5.85M -$238K -2,209 -4%
AC
77
Apella Capital
Connecticut
$5.65M +$146K +1,356 +3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$5.58M +$1.12M +10,394 +25%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$5.52M +$25K +232 +0.5%
SPP
80
Single Point Partners
Massachusetts
$5.48M +$494K +4,574 +10%
5L
81
55I LLC
Massachusetts
$5.37M +$4.45M +41,255 +484%
JIR
82
James Investment Research
Ohio
$5.25M -$79.1K -733 -1%
JP Morgan Chase
83
JP Morgan Chase
New York
$5.24M -$12.3M -114,379 -70%
SP
84
Symmetry Partners
Connecticut
$5.2M +$1.26M +11,690 +32%
Financial Engines Advisors
85
Financial Engines Advisors
California
$5.16M -$9.92M -91,952 -66%
CCM
86
Condor Capital Management
New Jersey
$5.12M +$211K +1,952 +4%
OMC
87
Old Mission Capital
Illinois
$5.03M +$5.03M +46,623 New
RC
88
Roundview Capital
New Jersey
$4.94M +$1.22M +11,347 +33%
ACA
89
Ackerman Capital Advisors
Texas
$4.88M +$4.88M +45,215 New
Prudential Financial
90
Prudential Financial
New Jersey
$4.8M +$801K +7,427 +20%
LA
91
LVW Advisors
New York
$4.8M -$108K -1,002 -2%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$4.63M -$551K -5,105 -11%
AA
93
Alesco Advisors
New York
$4.48M +$889K +8,235 +25%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.47M -$3.27M -30,298 -42%
CJA
95
C-J Advisory
California
$4.47M +$161K +1,493 +4%
DIP
96
DT Investment Partners
Pennsylvania
$4.46M +$3.54M +32,845 +385%
MCWS
97
McKinley Carter Wealth Services
West Virginia
$4.32M +$4.32M +40,026 New
MWM
98
Mattern Wealth Management
Kansas
$4.28M -$198K -1,834 -4%
BFG
99
Baron Financial Group
New Jersey
$4.25M +$3.07M +28,440 +259%
RRC
100
Relaxing Retirement Coach
Massachusetts
$4.21M +$243K +2,254 +6%