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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 77

45% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 219

41% more capital invested

Capital invested by funds: $6.9B → $9.75B (+$2.85B)

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 711784 (+73)

4.74% more ownership

Funds ownership: 77.4%82.13% (+4.7%)

Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.6%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
101
Arkansas Financial Group
Arkansas
$11.2M +$11.1M +107,317 New
Truist Financial
102
Truist Financial
North Carolina
$11.1M +$2.29M +22,097 +26%
BOPW
103
Brandywine Oak Private Wealth
Pennsylvania
$10.9M +$4.38M +42,327 +68%
JPG
104
Jordan Park Group
California
$10.5M -$2.07K -20 -0%
WWM
105
Windsor Wealth Management
Indiana
$10.5M -$424K -4,094 -4%
NWM
106
NEIRG Wealth Management
Massachusetts
$10.1M +$2.31M +22,316 +30%
HSG
107
Helen Stephens Group
Texas
$9.9M -$425K -4,109 -4%
JWA
108
JFS Wealth Advisors
Pennsylvania
$9.6M +$7.74M +74,822 +434%
AWE
109
Avidian Wealth Enterprises
Texas
$9.51M -$554K -5,355 -6%
SP
110
Symmetry Partners
Connecticut
$9.41M +$647K +6,247 +7%
FCH
111
Freestone Capital Holdings
Washington
$9.32M +$226K +2,182 +3%
SWP
112
Stratos Wealth Partners
Ohio
$9.17M +$7.58M +73,190 +495%
KCM
113
Kathmere Capital Management
Pennsylvania
$9.17M -$719K -6,949 -7%
GBT
114
Grove Bank & Trust
Florida
$9.13M +$5.98M +57,802 +194%
HWA
115
Heartwood Wealth Advisors
Virginia
$9.13M -$2.79M -26,974 -24%
FLPIM
116
F.L. Putnam Investment Management
Massachusetts
$9.04M +$162K +1,568 +2%
UCFA
117
United Capital Financial Advisors
Texas
$9M +$1.92M +18,585 +27%
AA
118
Alesco Advisors
New York
$8.74M +$1.55M +15,006 +22%
WF
119
Williams Financial
Vermont
$8.6M +$2.6M +25,097 +44%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$8.6M -$16.9K -163 -0.2%
PI
121
Parkside Investments
Illinois
$8.39M
AGA
122
Arkos Global Advisors
Texas
$8.27M +$7.96M +76,883 +3,120%
CIP
123
Capital Insight Partners
Arizona
$8.18M +$734K +7,088 +10%
BCI
124
Brinker Capital Investments
Pennsylvania
$8.08M +$636K +6,144 +9%
IA
125
IFP Advisors
Florida
$8.07M +$1.61M +15,549 +25%