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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 296 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

0.78% more ownership

Funds ownership: 86.91%87.69% (+0.78%)

0% more capital invested

Capital invested by funds: $7.68B → $7.68B (+$5.3M)

0% more funds holding

Funds holding: 757757 (0)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 296

Holders
757
Holders Change
Holders Change %
0%
% of All Funds
10.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
296
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
101
Partners in Financial Planning
Virginia
$8.53M -$73.2K -701 -0.9%
BL
102
Balentine LLC
Georgia
$8.5M -$194K -1,858 -2%
MBFW
103
Morton Brown Family Wealth
Pennsylvania
$8.29M -$1.47M -14,036 -15%
QC
104
Quent Capital
New York
$8.15M +$282K +2,704 +4%
OHIS
105
Oak Harvest Investment Services
Texas
$7.93M +$134K +1,284 +2%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$7.88M +$1.11M +10,649 +16%
OCG
107
Opus Capital Group
Ohio
$7.58M -$30.5K -292 -0.4%
FFS
108
Founders Financial Securities
Maryland
$7.12M +$249K +2,379 +4%
DAS
109
Dynamic Advisor Solutions
Arizona
$7.11M +$605K +5,794 +9%
ACM
110
AUA Capital Management
Pennsylvania
$7.09M -$74.9K -717 -1%
HI
111
Horizon Investments
North Carolina
$7.08M +$279K +2,672 +4%
CCM
112
Condor Capital Management
New Jersey
$6.91M +$307K +2,941 +5%
NAS
113
Nicolet Advisory Services
Wisconsin
$6.86M -$48.3K -462 -0.7%
ASN
114
Advisory Services Network
Georgia
$6.75M -$97.9K -937 -1%
JPG
115
Jordan Park Group
California
$6.73M -$10.3K -99 -0.2%
JWA
116
JFS Wealth Advisors
Pennsylvania
$6.71M +$1.1M +10,566 +20%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$6.61M -$583K -5,583 -8%
CCA
118
Clearwater Capital Advisors
Illinois
$6.6M +$76.3K +730 +1%
LPP
119
Life Planning Partners
Florida
$6.57M -$349K -3,338 -5%
LA
120
Lindenwold Advisors
Pennsylvania
$6.5M -$1.78K -17 -0%
M&T Bank
121
M&T Bank
New York
$6.5M -$851K -8,148 -12%
LA
122
LVW Advisors
New York
$6.41M +$286K +2,738 +5%
EWM
123
Elmwood Wealth Management
California
$6.27M +$51.7K +495 +0.8%
William Blair & Company
124
William Blair & Company
Illinois
$6.23M +$348K +3,332 +6%
BlackRock
125
BlackRock
New York
$6.23M -$29.4M -281,644 -83%