We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

67% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 130

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

12% more capital invested

Capital invested by funds: $2.58B → $2.88B (+$302M)

7% more funds holding

Funds holding: 472505 (+33)

0.09% more ownership

Funds ownership: 63.92%64.01% (+0.09%)

Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$4.18M -$3.11M -28,810 -43%
LNC
102
Lincoln National Corp
Pennsylvania
$4.18M +$94.5K +876 +2%
PP
103
PDS Planning
Ohio
$4.13M +$347K +3,219 +9%
BOPW
104
Brandywine Oak Private Wealth
Pennsylvania
$4.09M +$197K +1,826 +5%
Deutsche Bank
105
Deutsche Bank
Germany
$4.09M +$1.28M +11,906 +46%
MFM
106
Mirsky Financial Management
New York
$4.08M -$81.5K -755 -2%
FA
107
Fortis Advisors
Pennsylvania
$4M +$4M +37,054 New
GBT
108
Grove Bank & Trust
Florida
$3.93M +$613K +5,681 +18%
AI
109
Atria Investments
North Carolina
$3.87M +$1.91M +17,670 +97%
WS
110
Wedbush Securities
California
$3.81M +$3.82M +35,360 New
PAS
111
Park Avenue Securities
New York
$3.8M +$2.43M +22,516 +176%
MAS
112
Managed Account Services
Florida
$3.8M -$7.01K -65 -0.2%
WF
113
Williams Financial
Vermont
$3.77M +$1.7M +15,731 +82%
NVCHI
114
New Vernon Capital Holdings II
New Jersey
$3.76M -$3.51M -32,499 -48%
ASN
115
Advisory Services Network
Georgia
$3.73M +$1.02M +9,497 +38%
APA
116
Allegiant Private Advisors
Florida
$3.71M +$2.38M +22,045 +178%
PFM
117
Phillips Financial Management
Indiana
$3.66M +$1.36M +12,558 +59%
PA
118
Probity Advisors
Texas
$3.66M +$3.66M +33,927 New
MIA
119
MainStreet Investment Advisors
Illinois
$3.62M -$501K -4,644 -12%
EA
120
Efficient Advisors
Ohio
$3.62M -$406K -3,763 -10%
Citigroup
121
Citigroup
New York
$3.61M +$3.22M +29,879 +822%
PP
122
Prosperity Planning
Missouri
$3.55M
FHB
123
First Hawaiian Bank
Hawaii
$3.44M -$333K -3,089 -9%
EH
124
Equitable Holdings
New York
$3.34M -$59.2K -549 -2%
OPS
125
Orion Portfolio Solutions
Nebraska
$3.3M -$161K -1,489 -5%