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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $4.61B → $5.72B (+$1.11B)

6.45% more ownership

Funds ownership: 67.32%73.77% (+6.4%)

3% more funds holding

Funds holding: 601621 (+20)

2% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 225

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.79%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
101
Wealth Advisory Solutions
Indiana
$6.01M +$6.09M +57,509 New
IA
102
IFP Advisors
Florida
$6.01M +$3.28M +31,016 +118%
WS
103
Wedbush Securities
California
$5.91M -$169K -1,596 -3%
PFM
104
Phillips Financial Management
Indiana
$5.87M +$2.24M +21,142 +60%
1CP
105
1607 Capital Partners
Virginia
$5.84M -$2.51M -23,700 -30%
OC
106
Oppenheimer & Co
New York
$5.83M -$2.6M -24,604 -31%
LPP
107
Life Planning Partners
Florida
$5.83M +$176K +1,664 +3%
AAM
108
Austin Asset Management
Texas
$5.83M -$69.3K -655 -1%
PPW
109
Parcion Private Wealth
Washington
$5.81M -$9.36M -88,484 -61%
SHWM
110
Smith & Howard Wealth Management
Georgia
$5.73M +$4.07M +38,449 +235%
CCM
111
Condor Capital Management
New Jersey
$5.66M +$151K +1,423 +3%
ERIC
112
Eagle Rock Investment Company
Georgia
$5.62M +$359K +3,391 +7%
AHC
113
Anderson Hoagland & Co
Missouri
$5.55M +$174K +1,648 +3%
PP
114
PrairieView Partners
Minnesota
$5.51M +$1.18M +11,116 +27%
EWA
115
ERTS Wealth Advisors
Michigan
$5.47M -$2.93M -27,649 -35%
WF
116
Williams Financial
Vermont
$5.44M -$756K -7,146 -12%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$5.36M +$5.43M +51,279 New
JIR
118
James Investment Research
Ohio
$5.26M -$257K -2,425 -5%
AWS
119
Atria Wealth Solutions
New York
$5.25M +$5.31M +50,137 New
Principal Financial Group
120
Principal Financial Group
Iowa
$5.06M -$3.17M -30,000 -38%
ANTB
121
AMG National Trust Bank
Colorado
$5.06M -$665K -6,280 -11%
BFA
122
Beaumont Financial Advisors
Massachusetts
$5.02M +$2.04M +19,239 +67%
AIM
123
Allen Investment Management
New York
$4.83M -$3.15M -29,761 -39%
CA
124
CGN Advisors
Kansas
$4.82M +$1.65M +15,638 +51%
RC
125
Roundview Capital
New Jersey
$4.76M +$171K +1,616 +4%