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iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Northeast Financial Group
Pennsylvania
$7.74M +$508K +4,814 +7%
CCB
102
Country Club Bank
Missouri
$7.72M +$556K +5,266 +8%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$7.71M +$186K +1,761 +2%
OCG
104
Opus Capital Group
Ohio
$7.61M -$8.45K -80 -0.1%
WIA
105
World Investment Advisors
California
$7.43M +$2.93M +27,760 +65%
Truist Financial
106
Truist Financial
North Carolina
$7.38M +$3.83M +36,290 +108%
CCM
107
Condor Capital Management
New Jersey
$7.34M +$256K +2,425 +4%
LA
108
LVW Advisors
New York
$7.17M +$375K +3,555 +6%
CCA
109
Clearwater Capital Advisors
Illinois
$7.15M +$123K +1,168 +2%
ACM
110
AUA Capital Management
Pennsylvania
$7.13M
PP
111
PDS Planning
Ohio
$7.1M +$1.05M +9,974 +17%
FCT
112
First Community Trust
Iowa
$7.01M +$6.99M +66,226 +31,536%
ZF
113
Zhang Financial
Michigan
$6.95M +$1.1M +10,441 +19%
M&T Bank
114
M&T Bank
New York
$6.95M -$12.3M -116,815 -64%
NAS
115
Nicolet Advisory Services
Wisconsin
$6.87M +$1.58K +15 +0%
SPP
116
Single Point Partners
Massachusetts
$6.73M +$6.74M +63,787 New
ST
117
Smithfield Trust
Pennsylvania
$6.72M -$56.6K -536 -0.8%
EWA
118
EP Wealth Advisors
California
$6.71M +$390K +3,688 +6%
BCM
119
Brookstone Capital Management
Illinois
$6.57M -$39.7K -376 -0.6%
APP
120
Avantax Planning Partners
Iowa
$6.57M -$627K -5,935 -9%
PP
121
PrairieView Partners
Minnesota
$6.42M +$1.84M +17,462 +40%
BFA
122
Bragg Financial Advisors
North Carolina
$6.35M +$483K +4,569 +8%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$6.28M +$432K +4,094 +7%
MBFW
124
Morton Brown Family Wealth
Pennsylvania
$6.28M -$552K -5,225 -8%
EWM
125
Elmwood Wealth Management
California
$6.27M +$385K +3,649 +7%