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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 296 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

0.78% more ownership

Funds ownership: 86.91%87.69% (+0.78%)

0% more capital invested

Capital invested by funds: $7.68B → $7.68B (+$5.3M)

0% more funds holding

Funds holding: 757757 (0)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 296

Holders
757
Holders Change
Holders Change %
0%
% of All Funds
10.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
296
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Brown Wealth Management
Illinois
$13.7M +$591K +5,658 +5%
HCM
77
Horiko Capital Management
New York
$13.6M
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$12.7M +$822K +7,867 +7%
TCM
79
TD Capital Management
Tennessee
$12.1M +$798K +7,638 +7%
ACA
80
Ackerman Capital Advisors
Texas
$11.8M -$3.72M -35,602 -24%
PAS
81
Park Avenue Securities
New York
$11.3M +$1.17M +11,223 +12%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$11.2M -$698K -6,685 -6%
GBT
83
Grove Bank & Trust
Florida
$10.9M +$408K +3,906 +4%
SFA
84
Sequoia Financial Advisors
Ohio
$10.8M +$434K +4,154 +4%
KPWS
85
Kestra Private Wealth Services
Texas
$10.7M +$67K +641 +0.6%
DWM
86
Dakota Wealth Management
Florida
$10.7M -$434K -4,154 -4%
SP
87
Symmetry Partners
Connecticut
$10.7M +$2.95M +28,252 +38%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$10.4M +$2.26M +21,630 +28%
BC
89
Brio Consultants
California
$10.3M +$442K +4,232 +4%
MFIM
90
Mesirow Financial Investment Management
Illinois
$10.3M -$484K -4,630 -5%
IAN
91
Integrated Advisors Network
Texas
$10.2M -$261K -2,497 -2%
B
92
Bailard
California
$9.99M +$545K +5,219 +6%
PCIA
93
Prime Capital Investment Advisors
Kansas
$9.82M -$442K -4,226 -4%
MW
94
MBL Wealth
North Carolina
$9.81M -$381K -3,650 -4%
MWP
95
Meridian Wealth Partners
Pennsylvania
$9.66M -$899K -8,605 -9%
HWA
96
Heartwood Wealth Advisors
Virginia
$9.52M +$174K +1,662 +2%
IWC
97
Integrated Wealth Concepts
Massachusetts
$9.43M +$1.95M +18,675 +26%
APP
98
Avantax Planning Partners
Iowa
$8.94M -$573K -5,480 -6%
WCM
99
Windham Capital Management
Massachusetts
$8.74M -$125K -1,201 -1%
LFG
100
Larson Financial Group
Missouri
$8.69M +$5.56M +53,198 +178%