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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $4.61B → $5.72B (+$1.11B)

6.45% more ownership

Funds ownership: 67.32%73.77% (+6.4%)

3% more funds holding

Funds holding: 601621 (+20)

2% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 225

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.79%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
76
Pallas Capital Advisors
Massachusetts
$8.74M +$8.93M +84,396 New
HSG
77
Helen Stephens Group
Texas
$8.4M +$8.5M +80,314 New
AA
78
Alesco Advisors
New York
$8.27M +$1.37M +12,900 +20%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$8.23M -$353K -3,340 -4%
CFMC
80
Curbstone Financial Management Corp
New Hampshire
$8.2M +$249K +2,350 +3%
WJA
81
Willis Johnson & Associates
Texas
$7.87M +$423K +4,000 +6%
BFG
82
Baron Financial Group
New Jersey
$7.8M +$301K +2,845 +4%
DPI
83
Diversified Portfolios Inc
Michigan
$7.68M +$7.77M +73,395 New
PWLP
84
Prio Wealth Limited Partnership
Massachusetts
$7.45M -$1.79M -16,961 -19%
BlackRock
85
BlackRock
New York
$7.38M -$134M -1,268,832 -95%
GSIS
86
Global Strategic Investment Solutions
Arizona
$7.3M +$7.06M +66,701 +2,153%
SIA
87
Soltis Investment Advisors
Utah
$7.26M -$689K -6,507 -9%
TCBWMS
88
Texas Capital Bank Wealth Management Services
Texas
$7.14M -$55.1M -520,809 -88%
BFA
89
Bragg Financial Advisors
North Carolina
$7.13M -$1.38M -13,010 -16%
Creative Planning
90
Creative Planning
Kansas
$6.89M -$1.2M -11,358 -15%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$6.64M +$6.72M +63,522 New
SWM
92
Spire Wealth Management
Virginia
$6.63M -$208K -1,968 -3%
PP
93
PDS Planning
Ohio
$6.63M +$1.79M +16,929 +36%
SPP
94
Single Point Partners
Massachusetts
$6.6M +$912K +8,616 +16%
APA
95
American Portfolios Advisors
New York
$6.35M +$2.85M +26,964 +80%
NL
96
Navalign LLC
California
$6.32M +$6.45M +60,959 New
RWB
97
RMR Wealth Builders
New Jersey
$6.28M +$5.45M +51,504 +602%
ASN
98
Advisory Services Network
Georgia
$6.26M +$202K +1,908 +3%
Prudential Financial
99
Prudential Financial
New Jersey
$6.07M -$267K -2,523 -4%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$6.04M -$945K -8,933 -13%