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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 129

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

16% more capital invested

Capital invested by funds: $2.88B → $3.34B (+$459M)

1.73% more ownership

Funds ownership: 64.01%65.74% (+1.7%)

0% more funds holding

Funds holding: 505505 (0)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.79%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$4.4M +$592K +5,487 +16%
PP
102
PDS Planning
Ohio
$4.34M +$212K +1,964 +5%
EWA
103
ERTS Wealth Advisors
Michigan
$4.18M -$2.52M -23,363 -38%
LNC
104
Lincoln National Corp
Pennsylvania
$4.16M -$25.1K -233 -0.6%
HighTower Advisors
105
HighTower Advisors
Illinois
$4.13M +$1.05M +9,728 +34%
RRC
106
Relaxing Retirement Coach
Massachusetts
$4.08M -$123K -1,143 -3%
MAS
107
Managed Account Services
Florida
$4.02M +$225K +2,090 +6%
FA
108
Fortis Advisors
Pennsylvania
$4M +$8.52K +79 +0.2%
WF
109
Williams Financial
Vermont
$3.99M +$216K +2,008 +6%
GBT
110
Grove Bank & Trust
Florida
$3.96M +$32.3K +300 +0.8%
Deutsche Bank
111
Deutsche Bank
Germany
$3.95M -$134K -1,243 -3%
PI
112
PFS Investments
Georgia
$3.93M -$2.98M -27,650 -43%
PP
113
Prosperity Planning
Missouri
$3.9M +$3.9M +36,135 New
BPA
114
Beacon Pointe Advisors
California
$3.89M -$299K -2,774 -7%
EA
115
Efficient Advisors
Ohio
$3.82M +$206K +1,913 +6%
M&T Bank
116
M&T Bank
New York
$3.79M -$3.26M -30,246 -46%
PA
117
Probity Advisors
Texas
$3.78M +$125K +1,160 +3%
ASN
118
Advisory Services Network
Georgia
$3.77M +$34.7K +322 +0.9%
MCWS
119
McKinley Carter Wealth Services
West Virginia
$3.76M -$555K -5,148 -13%
SI
120
Stephens Inc
Arkansas
$3.7M +$798K +7,400 +27%
CCG
121
Cypress Capital Group
Florida
$3.7M +$647K +6,000 +21%
CFO
122
Collective Family Office
Pennsylvania
$3.67M +$1.9M +17,613 +107%
MFM
123
Mirsky Financial Management
New York
$3.67M -$410K -3,800 -10%
CA
124
CGN Advisors
Kansas
$3.65M +$1.08M +10,055 +42%
FHB
125
First Hawaiian Bank
Hawaii
$3.65M +$203K +1,884 +6%