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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 296 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

0.78% more ownership

Funds ownership: 86.91%87.69% (+0.78%)

0% more capital invested

Capital invested by funds: $7.68B → $7.68B (+$5.3M)

0% more funds holding

Funds holding: 757757 (0)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 296

Holders
757
Holders Change
Holders Change %
0%
% of All Funds
10.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
296
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
201
Hirtle Callaghan & Co
Pennsylvania
$3.3M
OC
202
Oppenheimer & Co
New York
$3.26M +$25.6K +245 +0.8%
BMMM
203
Boston Mountain Money Management
Arkansas
$3.26M +$533K +5,100 +20%
RI
204
Rinkey Investments
California
$3.25M +$1.29M +12,364 +66%
PAG
205
Private Advisor Group
New Jersey
$3.23M -$450K -4,304 -12%
AWS
206
Atria Wealth Solutions
New York
$3.21M +$90.7K +868 +3%
CPA
207
Cardiff Park Advisors
California
$3.21M +$4.81K +46 +0.2%
PP
208
Prosperity Planning
Missouri
$3.15M +$3.15M +30,151 New
TPCW
209
TD Private Client Wealth
New York
$3.09M +$301K +2,879 +11%
WCM
210
Wunderlich Capital Managemnt
Tennessee
$3.02M +$46.9K +449 +2%
CWM
211
Connecticut Wealth Management
Connecticut
$2.96M -$7.83K -75 -0.3%
KL
212
KWMG LLC
Kansas
$2.96M -$112K -1,070 -4%
WA
213
Wealth Architects
California
$2.95M +$247K +2,366 +9%
Lazard Asset Management
214
Lazard Asset Management
New York
$2.95M
SW
215
SteelPeak Wealth
California
$2.95M -$433K -4,143 -13%
KAS
216
Kestra Advisory Services
Texas
$2.91M +$403K +3,856 +12%
CCC
217
Chesapeake Capital Corp
Florida
$2.9M -$3.07M -29,355 -51%
TI
218
Tidal Investments
Wisconsin
$2.9M +$1.04M +10,000 +56%
AL
219
ADE LLC
Maryland
$2.86M -$75.8K -726 -3%
OFG
220
Omega Financial Group
California
$2.81M +$136K +1,301 +5%
PWLP
221
Prio Wealth Limited Partnership
Massachusetts
$2.79M -$265K -2,535 -9%
HCM
222
Highview Capital Management
Illinois
$2.79M -$381K -3,649 -12%
PWP
223
PrairieView Wealth Partners
Illinois
$2.78M -$74.2K -710 -3%
GT
224
Glenview Trust
Kentucky
$2.78M +$282K +2,697 +11%
OPPS
225
Obsidian Personal Planning Solutions
Maryland
$2.75M +$37.8K +362 +1%