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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

30% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 227

17% more funds holding in top 10

Funds holding in top 10: 4249 (+7)

3% more funds holding

Funds holding: 689711 (+22)

4% more capital invested

Capital invested by funds: $6.65B → $6.9B (+$251M)

0.07% more ownership

Funds ownership: 77.32%77.4% (+0.07%)

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.25%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.84%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Keebeck Wealth Management
Illinois
$4.72M +$747K +7,151 +18%
SW
152
SVB Wealth
Massachusetts
$4.67M -$657K -6,291 -12%
KPWS
153
Kestra Private Wealth Services
Texas
$4.65M +$1.6M +15,356 +51%
TCBWMS
154
Texas Capital Bank Wealth Management Services
Texas
$4.54M -$295K -2,826 -6%
APW
155
Austin Private Wealth
Texas
$4.52M +$542K +5,196 +13%
AWS
156
Atria Wealth Solutions
New York
$4.48M +$930K +8,913 +26%
RSWM
157
Robertson Stephens Wealth Management
California
$4.45M -$457K -4,377 -9%
HIG
158
Heritage Investment Group
Florida
$4.42M -$1.85M -17,705 -29%
WAS
159
Wealth Advisory Solutions
Indiana
$4.42M -$19.9K -191 -0.4%
OIA
160
OneDigital Investment Advisors
Kansas
$4.37M +$552K +5,285 +14%
CCA
161
Clearwater Capital Advisors
Illinois
$4.36M +$23.1K +221 +0.5%
TA
162
TruWealth Advisors
Louisiana
$4.36M +$197K +1,883 +5%
PP
163
PrairieView Partners
Minnesota
$4.36M +$807K +7,730 +22%
SHWM
164
Smith & Howard Wealth Management
Georgia
$4.33M -$3.71M -35,521 -46%
NWA
165
New World Advisors
Massachusetts
$4.2M -$2.82K -27 -0.1%
VCM
166
Vivaldi Capital Management
Illinois
$4.2M -$2.23M -21,373 -34%
PAG
167
Private Advisor Group
New Jersey
$4.13M -$3.11M -29,764 -43%
JBA
168
Johnson Bixby & Associates
Washington
$4.11M +$597K +5,721 +17%
SCM
169
SCS Capital Management
Massachusetts
$4.01M +$965K +9,245 +31%
MFS
170
McNamara Financial Services
Massachusetts
$4M -$4.59K -44 -0.1%
KAS
171
Kestra Advisory Services
Texas
$3.94M -$2.3M -22,024 -36%
CA
172
CGN Advisors
Kansas
$3.89M +$383K +3,664 +11%
RHBC
173
R.H. Bluestein & Co
Michigan
$3.87M -$1.12M -10,744 -22%
LA
174
Lindenwold Advisors
Pennsylvania
$3.83M +$79.9K +765 +2%
BLC
175
Brown, Lisle/Cummings
Rhode Island
$3.82M