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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
MWC
176
MBM Wealth Consultants
Missouri
$3.95M +$1.32M +12,528 +50%
MPM
177
Meritage Portfolio Management
Kansas
$3.94M -$139K -1,318 -3%
BLC
178
Brown, Lisle/Cummings
Rhode Island
$3.93M
William Blair & Company
179
William Blair & Company
Illinois
$3.9M -$724K -6,853 -16%
NW
180
NewEdge Wealth
Pennsylvania
$3.89M -$884K -8,368 -18%
CFMC
181
Curbstone Financial Management Corp
New Hampshire
$3.82M
RFC
182
Regions Financial Corp
Alabama
$3.82M +$3.21M +30,345 +518%
SWM
183
Spire Wealth Management
Virginia
$3.79M +$72K +682 +2%
PPW
184
Presilium Private Wealth
Pennsylvania
$3.78M -$45K -426 -1%
CCC
185
Chesapeake Capital Corp
Florida
$3.73M -$17K -161 -0.5%
TI
186
Tidal Investments
Wisconsin
$3.73M -$17K -161 -0.5%
TFA
187
Tobias Financial Advisors
Florida
$3.71M +$3.18M +30,115 +594%
KC
188
Kades & Cheifetz
Pennsylvania
$3.69M +$2.72M +25,737 +277%
WANY
189
Wealthspire Advisors (New York)
New York
$3.68M -$709K -6,710 -16%
IWMA
190
Ironwood Wealth Management (Arizona)
Arizona
$3.61M -$87.5K -828 -2%
ANTB
191
AMG National Trust Bank
Colorado
$3.59M +$34.3K +325 +1%
BlackRock
192
BlackRock
New York
$3.59M -$845K -7,996 -19%
PHWM
193
Pine Harbor Wealth Management
Maryland
$3.54M +$1.3M +12,280 +58%
EFN
194
Equita Financial Network
Pennsylvania
$3.51M +$228K +2,156 +7%
CST
195
Charles Schwab Trust
Nevada
$3.48M +$254K +2,406 +8%
JPG
196
Jordan Park Group
California
$3.46M -$218K -2,063 -6%
JBA
197
Johnson Bixby & Associates
Washington
$3.43M -$31.8K -301 -0.9%
JIR
198
James Investment Research
Ohio
$3.39M -$238K -2,250 -7%
CAG
199
Crestwood Advisors Group
Massachusetts
$3.38M +$260K +2,465 +8%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$3.36M +$2.7M +25,606 +410%