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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

67% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 130

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

12% more capital invested

Capital invested by funds: $2.58B → $2.88B (+$302M)

7% more funds holding

Funds holding: 472505 (+33)

0.09% more ownership

Funds ownership: 63.92%64.01% (+0.09%)

Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
151
Vanguard Personalized Indexing Management
California
$2.46M -$169K -1,570 -6%
Franklin Resources
152
Franklin Resources
California
$2.4M +$386K +3,575 +19%
WP
153
WealthSource Partners
California
$2.39M +$455K +4,213 +23%
BSA
154
Bull Street Advisors
Georgia
$2.37M +$1.04M +9,600 +78%
CWM
155
Cordatus Wealth Management
Pennsylvania
$2.35M +$1.66M +15,337 +237%
PFS
156
Prospera Financial Services
Texas
$2.35M +$1.66M +15,337 +237%
GGS
157
Galvin Gaustad & Stein
Arizona
$2.31M -$874K -8,103 -27%
IA
158
IFP Advisors
Florida
$2.28M +$603K +5,588 +36%
AHC
159
Adell Harriman & Carpenter
Texas
$2.28M +$1.43M +13,230 +167%
WAG
160
Winthrop Advisory Group
Massachusetts
$2.27M -$48.1K -446 -2%
KAS
161
Kestra Advisory Services
Texas
$2.19M -$2.82M -26,175 -56%
PAG
162
Private Advisor Group
New Jersey
$2.19M -$117K -1,088 -5%
William Blair & Company
163
William Blair & Company
Illinois
$2.19M +$34.5K +320 +2%
FCIM
164
Fairview Capital Investment Management
California
$2.15M
IWC
165
Integrated Wealth Concepts
Massachusetts
$2.11M +$144K +1,330 +7%
EFG
166
Everhart Financial Group
Ohio
$2.05M +$252K +2,336 +14%
NWM
167
Northwest Wealth Management
Iowa
$2.05M
IA
168
IFS Advisors
Kansas
$2.04M -$169K -1,563 -8%
AIA
169
Alera Investment Advisors
Illinois
$2.03M +$863 +8 +0%
CTA
170
Chesley Taft & Associates
Illinois
$1.94M +$831K +7,700 +75%
OFG
171
Omega Financial Group
California
$1.93M +$62.8K +582 +3%
CCA
172
Column Capital Advisors
Indiana
$1.92M +$294K +2,724 +18%
PGA
173
Portland Global Advisors
Maine
$1.89M
SCA
174
Snowden Capital Advisors
New York
$1.81M -$850K -7,875 -32%
DBT
175
Dubuque Bank & Trust
Iowa
$1.78M +$32.9K +305 +2%