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iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Brown Wealth Management
Illinois
$12.2M +$233K +2,202 +2%
AWA
77
Aaron Wealth Advisors
Illinois
$11.8M +$10.7M +101,654 +966%
ACA
78
Ackerman Capital Advisors
Texas
$11.4M -$433K -4,102 -4%
GBT
79
Grove Bank & Trust
Florida
$11.3M +$147K +1,388 +1%
SFA
80
Sequoia Financial Advisors
Ohio
$11.2M +$969K +9,178 +9%
DWM
81
Dakota Wealth Management
Florida
$11.1M +$991K +9,380 +10%
MFIM
82
Mesirow Financial Investment Management
Illinois
$10.8M +$115K +1,093 +1%
PCIA
83
Prime Capital Investment Advisors
Kansas
$10.2M +$100K +951 +1%
AW
84
Alaethes Wealth
Nevada
$10M
HWA
85
Heartwood Wealth Advisors
Virginia
$10M +$57.8K +547 +0.6%
Corient Private Wealth
86
Corient Private Wealth
Florida
$9.88M -$10.8M -102,380 -51%
OHIS
87
Oak Harvest Investment Services
Texas
$9.69M +$689K +6,528 +8%
PAG
88
Private Advisor Group
New Jersey
$9.61M +$2M +18,905 +26%
QC
89
Quent Capital
New York
$9.46M +$580K +5,496 +7%
TCM
90
TD Capital Management
Tennessee
$9.37M -$2.38M -22,546 -20%
MW
91
MBL Wealth
North Carolina
$9.27M -$66.9K -633 -0.7%
IWC
92
Integrated Wealth Concepts
Massachusetts
$9.23M +$408K +3,861 +5%
PIFP
93
Partners in Financial Planning
Virginia
$8.96M -$154K -1,460 -2%
BA
94
BIP Alliance
Georgia
$8.79M +$8.8M +83,294 New
IAN
95
Integrated Advisors Network
Texas
$8.75M -$512K -4,844 -6%
GI
96
GAMMA Investing
California
$8.6M +$1.25M +11,850 +17%
MWP
97
Meridian Wealth Partners
Pennsylvania
$8.56M -$134K -1,271 -2%
SAG
98
SageView Advisory Group
California
$8.56M +$4.21M +39,845 +96%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$7.83M -$371K -3,511 -5%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$7.76M +$113K +1,069 +1%