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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
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$4.91M
SWP
152
Stratos Wealth Partners
Ohio
$4.86M +$730K +6,914 +18%
MFS
153
McNamara Financial Services
Massachusetts
$4.86M -$97.7K -925 -2%
MFA
154
Mayflower Financial Advisors
Massachusetts
$4.84M -$3.38K -32 -0.1%
RWM
155
Rockwood Wealth Management
Pennsylvania
$4.8M -$12.7M -120,170 -73%
FAT
156
First American Trust
California
$4.78M +$468K +4,435 +11%
PG
157
Patten Group
Tennessee
$4.62M +$445K +4,214 +11%
DWM
158
Dynasty Wealth Management
Florida
$4.61M +$4.61M +43,693 New
LFGO
159
Legacy Financial Group (Oklahoma)
Oklahoma
$4.6M -$102K -963 -2%
DW
160
Durante & Waters
New York
$4.58M +$82.9K +785 +2%
KAS
161
Kestra Advisory Services
Texas
$4.55M +$1.72M +16,297 +61%
HCM
162
Horiko Capital Management
New York
$4.54M -$2.3M -21,800 -34%
SWP
163
Sagespring Wealth Partners
Tennessee
$4.51M +$4.52M +42,762 New
PFS
164
Prospera Financial Services
Texas
$4.51M +$3.89M +36,825 +625%
HSG
165
Helen Stephens Group
Texas
$4.46M -$993K -9,398 -18%
FCIM
166
Fairview Capital Investment Management
California
$4.42M
AIM
167
Alhambra Investment Management
Florida
$4.35M -$155K -1,472 -3%
AWE
168
Avidian Wealth Enterprises
Texas
$4.26M -$75K -710 -2%
BFG
169
Baron Financial Group
New Jersey
$4.21M +$47.5K +450 +1%
SA
170
Sanctuary Advisors
Indiana
$4.18M +$304K +2,877 +8%
KF
171
K2 Financial
California
$4.08M +$4.09M +38,699 New
DAS
172
Dynamic Advisor Solutions
Arizona
$4.05M -$2.81M -26,637 -41%
UCFA
173
United Capital Financial Advisors
Texas
$4.03M +$494K +4,677 +14%
MWAM
174
Manhattan West Asset Management
California
$4M -$528 -5 -0%
VA
175
Valmark Advisers
Ohio
$3.96M -$410K -3,878 -9%