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iShares Short-Term National Muni Bond ETF

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 26

79% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 138

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more funds holding

Funds holding: 520601 (+81)

14% more capital invested

Capital invested by funds: $4.04B → $4.61B (+$562M)

0.82% more ownership

Funds ownership: 66.5%67.32% (+0.82%)

Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.25%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.35%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$5.82M +$1.97M +18,377 +51%
JIR
102
James Investment Research
Ohio
$5.66M +$44K +410 +0.8%
CCM
103
Condor Capital Management
New Jersey
$5.65M +$213K +1,984 +4%
AHC
104
Anderson Hoagland & Co
Missouri
$5.47M +$19.1K +178 +0.3%
KIM
105
Karpus Investment Management
New York
$5.44M -$1.94M -18,072 -26%
DIP
106
DT Investment Partners
Pennsylvania
$5.43M -$172K -1,605 -3%
ERIC
107
Eagle Rock Investment Company
Georgia
$5.4M +$5.4M +50,321 New
KFS
108
Kelly Financial Services
Massachusetts
$5.4M +$5.25M +48,845 +3,385%
Citadel Advisors
109
Citadel Advisors
Florida
$5.13M +$5.13M +47,765 New
RJT
110
Raymond James Trust
Florida
$5.01M +$992K +9,240 +25%
PP
111
PDS Planning
Ohio
$4.99M +$292K +2,716 +6%
GBT
112
Grove Bank & Trust
Florida
$4.75M +$496K +4,623 +12%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$4.73M
RC
114
Roundview Capital
New Jersey
$4.72M -$29.3K -273 -0.6%
ACA
115
Ackerman Capital Advisors
Texas
$4.55M -$288K -2,683 -6%
M&T Bank
116
M&T Bank
New York
$4.49M +$336K +3,127 +8%
PP
117
PrairieView Partners
Minnesota
$4.46M +$2.46M +22,897 +123%
Deutsche Bank
118
Deutsche Bank
Germany
$4.46M +$2.07M +19,292 +87%
MCWS
119
McKinley Carter Wealth Services
West Virginia
$4.37M +$14K +130 +0.3%
LA
120
LVW Advisors
New York
$4.33M -$440K -4,099 -9%
IWP
121
Icon Wealth Partners
Texas
$4.32M -$293K -2,727 -6%
RWP
122
Ridgecrest Wealth Partners
California
$4.21M +$764K +7,115 +22%
SI
123
Stephens Inc
Arkansas
$4.16M +$183K +1,705 +5%
PP
124
Prosperity Planning
Missouri
$4.14M +$112K +1,047 +3%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$4.04M +$3.3M +30,720 +442%