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iShares Short-Term National Muni Bond ETF

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 26

79% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 138

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more funds holding

Funds holding: 520601 (+81)

14% more capital invested

Capital invested by funds: $4.04B → $4.61B (+$562M)

0.82% more ownership

Funds ownership: 66.5%67.32% (+0.82%)

Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.25%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.35%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
76
Soltis Investment Advisors
Utah
$8.16M -$196K -1,821 -2%
AIM
77
Allen Investment Management
New York
$8.16M
WP
78
WealthSource Partners
California
$8M +$3.35M +31,190 +72%
NWA
79
New World Advisors
Massachusetts
$7.86M -$2.51M -23,416 -24%
BCM
80
BlueCrest Capital Management
Jersey
$7.71M +$384K +3,579 +5%
BFG
81
Baron Financial Group
New Jersey
$7.7M +$1.12M +10,460 +17%
WJA
82
Willis Johnson & Associates
Texas
$7.65M +$204K +1,895 +3%
BOPW
83
Brandywine Oak Private Wealth
Pennsylvania
$7.43M +$1.53M +14,227 +26%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$7.16M +$833K +7,760 +13%
AA
85
Alesco Advisors
New York
$7.1M +$846K +7,873 +14%
SWM
86
Spire Wealth Management
Virginia
$7.02M +$104K +973 +2%
SP
87
Symmetry Partners
Connecticut
$6.89M +$1.25M +11,622 +22%
NA
88
NewEdge Advisors
Louisiana
$6.66M +$3.58M +33,363 +116%
Prudential Financial
89
Prudential Financial
New Jersey
$6.5M +$111K +1,038 +2%
HighTower Advisors
90
HighTower Advisors
Illinois
$6.36M +$1.42M +13,195 +29%
WF
91
Williams Financial
Vermont
$6.35M +$666K +6,199 +12%
Truist Financial
92
Truist Financial
North Carolina
$6.34M +$4.41M +41,059 +228%
Jane Street
93
Jane Street
New York
$6.26M -$9.47M -88,184 -60%
WS
94
Wedbush Securities
California
$6.24M +$1.9M +17,716 +44%
ASN
95
Advisory Services Network
Georgia
$6.22M +$2.48M +23,073 +66%
FLPIM
96
F.L. Putnam Investment Management
Massachusetts
$6.19M +$384K +3,573 +7%
AAM
97
Austin Asset Management
Texas
$6.05M +$6.05M +56,361 New
ANTB
98
AMG National Trust Bank
Colorado
$5.87M -$2.13M -19,800 -27%
LPP
99
Life Planning Partners
Florida
$5.87M +$5.82M +54,172 New
SPP
100
Single Point Partners
Massachusetts
$5.85M +$5.85M +54,488 New