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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 121

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

21% more capital invested

Capital invested by funds: $3.34B → $4.04B (+$703M)

3% more funds holding

Funds holding: 505520 (+15)

0.76% more ownership

Funds ownership: 65.74%66.5% (+0.76%)

Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.1%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$7.93M +$404K +3,746 +5%
EWA
77
ERTS Wealth Advisors
Michigan
$7.83M +$3.67M +33,988 +88%
WJA
78
Willis Johnson & Associates
Texas
$7.46M +$262K +2,425 +4%
KIM
79
Karpus Investment Management
New York
$7.4M -$70.1K -650 -0.9%
BCM
80
BlueCrest Capital Management
Jersey
$7.34M +$7.36M +68,240 New
SWM
81
Spire Wealth Management
Virginia
$6.93M +$8.2K +76 +0.1%
BFG
82
Baron Financial Group
New Jersey
$6.59M +$1.03M +9,595 +19%
Prudential Financial
83
Prudential Financial
New Jersey
$6.41M +$1.93M +17,907 +43%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$6.34M +$1.06M +9,803 +20%
AA
85
Alesco Advisors
New York
$6.27M +$508K +4,713 +9%
BOPW
86
Brandywine Oak Private Wealth
Pennsylvania
$5.88M +$1.39M +12,897 +31%
FLPIM
87
F.L. Putnam Investment Management
Massachusetts
$5.82M +$30.7K +285 +0.5%
PI
88
PFS Investments
Georgia
$5.78M +$1.88M +17,400 +48%
WF
89
Williams Financial
Vermont
$5.7M +$1.73M +16,008 +43%
SP
90
Symmetry Partners
Connecticut
$5.65M +$195K +1,811 +4%
JIR
91
James Investment Research
Ohio
$5.62M +$421K +3,903 +8%
DIP
92
DT Investment Partners
Pennsylvania
$5.61M +$1.15M +10,690 +26%
AHC
93
Anderson Hoagland & Co
Missouri
$5.51M -$333K -3,083 -6%
CCM
94
Condor Capital Management
New Jersey
$5.45M +$271K +2,510 +5%
WAS
95
Wealth Advisory Solutions
Indiana
$5.43M +$5.1M +47,279 +1,455%
HighTower Advisors
96
HighTower Advisors
Illinois
$4.96M +$841K +7,802 +20%
5L
97
55I LLC
Massachusetts
$4.87M -$342K -3,170 -7%
ACA
98
Ackerman Capital Advisors
Texas
$4.85M +$80.7K +748 +2%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$4.82M
CJA
100
C-J Advisory
California
$4.8M +$204K +1,895 +4%