We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

785 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

9% more capital invested

Capital invested by funds: $7.85B → $8.57B (+$721M)

5.2% more ownership

Funds ownership: 86.55%91.74% (+5.2%)

5% more funds holding

Funds holding: 751785 (+34)

15% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 315

Holders
785
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.44%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.61%
New
122
Increased
267
Reduced
315
Closed
76
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
101
Morton Brown Family Wealth
Pennsylvania
$8.8M +$934K +8,983 +12%
BL
102
Balentine LLC
Georgia
$8.66M +$7.62M +73,269 +823%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$8.54M -$9.33M -89,665 -53%
CCC
104
Chesapeake Capital Corp
Florida
$8.46M +$8.35M +80,251 New
PIFP
105
Partners in Financial Planning
Virginia
$8.43M -$552K -5,302 -6%
OCG
106
Opus Capital Group
Ohio
$8.16M +$968K +9,303 +14%
SAG
107
SageView Advisory Group
California
$8.01M -$7.06M -67,826 Closed
HSG
108
Helen Stephens Group
Texas
$7.96M -$270K -2,592 -3%
M&T Bank
109
M&T Bank
New York
$7.95M -$92.4K -888 -1%
QC
110
Quent Capital
New York
$7.83M +$3.29M +31,626 +74%
ASN
111
Advisory Services Network
Georgia
$7.58M -$577K -5,546 -7%
LPP
112
Life Planning Partners
Florida
$7.5M +$7.4M +71,100 New
YCG
113
Yeomans Consulting Group
Georgia
$7.4M +$7.3M +70,172 New
IWC
114
Integrated Wealth Concepts
Massachusetts
$7.39M +$184K +1,771 +3%
DWM
115
Dakota Wealth Management
Florida
$7.25M +$60.1K +578 +0.8%
ACM
116
AUA Capital Management
Pennsylvania
$7.23M +$401K +3,852 +6%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$7.16M -$3.06M -29,431 -30%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$7.13M +$7.04M +67,660 New
NAS
119
Nicolet Advisory Services
Wisconsin
$7.11M +$46.2K +444 +0.7%
BSWA
120
Bromfield Sneider Wealth Advisors
Massachusetts
$7.01M +$8.84K +85 +0.1%
CG
121
Clarus Group
Texas
$6.96M +$6.87M +66,001 New
CA
122
CGN Advisors
Kansas
$6.88M -$3.78M -36,330 -36%
OHIS
123
Oak Harvest Investment Services
Texas
$6.83M +$344K +3,305 +5%
FFS
124
Founders Financial Securities
Maryland
$6.81M +$362K +3,478 +6%
HI
125
Horizon Investments
North Carolina
$6.76M +$374K +3,592 +6%