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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 77

45% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 219

41% more capital invested

Capital invested by funds: $6.9B → $9.75B (+$2.85B)

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 711784 (+73)

4.74% more ownership

Funds ownership: 77.4%82.13% (+4.7%)

Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.6%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$17.4M +$2.41M +23,268 +16%
MWP
77
Meridian Wealth Partners
Pennsylvania
$16.7M -$161K -1,560 -1%
MWM
78
Modera Wealth Management
New Jersey
$16.5M +$3.1M +29,935 +23%
FC
79
Financial Council
Maryland
$16.3M +$16.2M +156,358 New
BC
80
Brio Consultants
California
$16.3M +$885K +8,551 +6%
EC
81
Estate Counselors
Wisconsin
$16M +$15.9M +153,220 New
CFG
82
Citizens Financial Group
Rhode Island
$15.6M +$12.8M +123,838 +473%
ERIM
83
Eagle Ridge Investment Management
Connecticut
$15.2M +$187K +1,809 +1%
CAM
84
Cresset Asset Management
Illinois
$14.7M +$13.4M +129,662 +1,051%
TCM
85
TD Capital Management
Tennessee
$14.5M +$576K +5,566 +4%
CAN
86
Cetera Advisor Networks
California
$14.4M +$7.96M +76,948 +125%
WFA
87
West Financial Advisors
Iowa
$14M -$1.23M -11,878 -8%
RWB
88
RMR Wealth Builders
New Jersey
$13.9M -$299K -2,893 -2%
CG
89
Colony Group
Massachusetts
$13.7M -$4.16M -40,150 -23%
M&T Bank
90
M&T Bank
New York
$12.7M +$1.29M +12,498 +11%
RWM
91
Rockwood Wealth Management
Pennsylvania
$12.7M +$7.67M +74,086 +157%
1WM
92
1900 Wealth Management
Texas
$12.6M +$2.79M +26,918 +29%
ZCA
93
Zeke Capital Advisors
Pennsylvania
$12.4M -$3.09M -29,822 -20%
BlackRock
94
BlackRock
New York
$11.9M +$3.86M +37,310 +49%
SPIA
95
Steward Partners Investment Advisory
New York
$11.8M +$3.7M +35,788 +46%
WSFS
96
Wilmington Savings Fund Society
Delaware
$11.7M +$9.55M +92,250 +453%
OPS
97
Orion Portfolio Solutions
Nebraska
$11.6M +$1.54M +14,844 +15%
IAN
98
Integrated Advisors Network
Texas
$11.4M -$1.66M -16,067 -13%
CA
99
CGN Advisors
Kansas
$11.4M +$7.4M +71,516 +189%
BA
100
Bridgewater Advisors
New York
$11.3M +$48.8K +471 +0.4%