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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

30% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 227

17% more funds holding in top 10

Funds holding in top 10: 4249 (+7)

3% more funds holding

Funds holding: 689711 (+22)

4% more capital invested

Capital invested by funds: $6.65B → $6.9B (+$251M)

0.07% more ownership

Funds ownership: 77.32%77.4% (+0.07%)

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.25%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.84%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
101
Capital Insight Partners
Arizona
$7.32M +$1.19M +11,393 +19%
OCG
102
Opus Capital Group
Ohio
$7.29M +$644K +6,173 +10%
MCA
103
Maryland Capital Advisors
Maryland
$7.22M +$755K +7,228 +11%
SC
104
Slow Capital
California
$7.15M +$4.78M +45,797 +192%
AA
105
Alesco Advisors
New York
$7.07M -$673K -6,447 -9%
UCFA
106
United Capital Financial Advisors
Texas
$6.95M +$390K +3,732 +6%
BFG
107
Baron Financial Group
New Jersey
$6.78M -$457K -4,375 -6%
Prudential Financial
108
Prudential Financial
New Jersey
$6.72M +$1.05M +10,087 +18%
BWG
109
Beta Wealth Group
California
$6.66M -$88.3K -846 -1%
ASN
110
Advisory Services Network
Georgia
$6.49M +$354K +3,388 +6%
IA
111
IFP Advisors
Florida
$6.44M +$437K +4,182 +7%
BOPW
112
Brandywine Oak Private Wealth
Pennsylvania
$6.42M +$3.19M +30,598 +96%
MPM
113
Meritage Portfolio Management
Kansas
$6.39M -$1.9M -18,190 -23%
CAN
114
Cetera Advisor Networks
California
$6.32M +$747K +7,158 +13%
SCA
115
Stokes Capital Advisors
South Carolina
$6.21M +$138K +1,324 +2%
HI
116
Human Investing
Oregon
$6.17M -$4.49M -43,057 -42%
SPP
117
Single Point Partners
Massachusetts
$6.15M -$863K -8,269 -12%
MBFW
118
Morton Brown Family Wealth
Pennsylvania
$6.07M +$2.08M +19,888 +51%
ZF
119
Zhang Financial
Michigan
$6M +$3.87M +37,051 +173%
WF
120
Williams Financial
Vermont
$5.89M -$1.46M -14,012 -20%
IWA
121
Icon Wealth Advisors
Texas
$5.88M +$5.98M +57,282 New
ANTB
122
AMG National Trust Bank
Colorado
$5.88M +$951K +9,109 +19%
LNC
123
Lincoln National Corp
Pennsylvania
$5.84M -$2.24M -21,474 -27%
PFM
124
Phillips Financial Management
Indiana
$5.78M +$633K +6,062 +12%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$5.76M +$4.87M +46,616 +489%