We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

30% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 227

17% more funds holding in top 10

Funds holding in top 10: 4249 (+7)

3% more funds holding

Funds holding: 689711 (+22)

4% more capital invested

Capital invested by funds: $6.65B → $6.9B (+$251M)

0.07% more ownership

Funds ownership: 77.32%77.4% (+0.07%)

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.25%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.84%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
JPG
76
Jordan Park Group
California
$10.3M -$46K -441 -0.4%
HSG
77
Helen Stephens Group
Texas
$10.2M +$671K +6,427 +7%
MWM
78
Merriman Wealth Management
Washington
$10M -$2.28M -21,859 -18%
AWE
79
Avidian Wealth Enterprises
Texas
$9.91M -$12K -115 -0.1%
OPS
80
Orion Portfolio Solutions
Nebraska
$9.9M -$1.65M -15,798 -14%
KCM
81
Kathmere Capital Management
Pennsylvania
$9.74M +$486K +4,659 +5%
1WM
82
1900 Wealth Management
Texas
$9.59M -$1.17M -11,254 -11%
FCH
83
Freestone Capital Holdings
Washington
$8.95M +$1.89M +18,141 +26%
FLPIM
84
F.L. Putnam Investment Management
Massachusetts
$8.74M -$1.16M -11,127 -12%
Truist Financial
85
Truist Financial
North Carolina
$8.67M +$83.5K +800 +1%
SP
86
Symmetry Partners
Connecticut
$8.62M +$58.7K +562 +0.7%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$8.48M +$1.33M +12,755 +18%
EWA
88
EP Wealth Advisors
California
$8.42M +$1.06M +10,184 +14%
PCIG
89
Partners Capital Investment Group
Massachusetts
$8.3M +$7.44M +71,295 +745%
PI
90
Parkside Investments
Illinois
$8.26M -$1.04M -10,000 -11%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$8.18M +$1.49M +14,247 +22%
EWM
92
Empirical Wealth Management
Washington
$8.08M -$1.38M -13,202 -14%
SPIA
93
Steward Partners Investment Advisory
New York
$7.94M +$145K +1,390 +2%
LPP
94
Life Planning Partners
Florida
$7.93M +$1.97M +18,830 +32%
BlackRock
95
BlackRock
New York
$7.84M +$222K +2,129 +3%
NWM
96
NEIRG Wealth Management
Massachusetts
$7.64M +$5.16M +49,435 +197%
LSAG
97
Lake Street Advisors Group
New Hampshire
$7.57M +$7.7M +73,778 New
LFA
98
Legacy Financial Advisors
Kentucky
$7.46M +$1.49M +14,260 +24%
1CP
99
1607 Capital Partners
Virginia
$7.36M +$1.66M +15,900 +28%
BCI
100
Brinker Capital Investments
Pennsylvania
$7.33M -$79.8K -764 -1%