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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
FWM
201
Fonville Wealth Management
Virginia
$3.35M
SP
202
Symmetry Partners
Connecticut
$3.34M +$1.06M +10,079 +47%
EWA
203
Exencial Wealth Advisors
Oklahoma
$3.32M -$208K -1,970 -6%
IWM
204
Integris Wealth Management
California
$3.29M -$527K -4,989 -14%
SPC
205
Sigma Planning Corp
Michigan
$3.27M +$775K +7,338 +31%
GT
206
Glenview Trust
Kentucky
$3.27M +$462K +4,372 +16%
G
207
GenTrust
Florida
$3.25M -$1.9M -18,004 -37%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$3.19M +$598K +5,661 +23%
SHWM
209
Smith & Howard Wealth Management
Georgia
$3.17M -$162K -1,534 -5%
Betterment LLC
210
Betterment LLC
New York
$3.15M +$156K +1,480 +5%
PP
211
Prosperity Planning
Missouri
$3.13M
GAB
212
German American Bancorp
Indiana
$3.12M +$201K +1,901 +7%
MHC
213
May Hill Capital
Massachusetts
$3.11M +$3.11M +29,447 New
MCM
214
MAI Capital Management
Ohio
$3.1M +$3.11M +29,402 New
BCM
215
Becker Capital Management
Oregon
$3.08M +$500K +4,730 +19%
CPA
216
Cardiff Park Advisors
California
$3.08M -$162K -1,538 -5%
BCM
217
BTC Capital Management
Iowa
$3.04M +$3.01M +28,529 New
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$3.02M -$290K -2,744 -9%
UB
219
UMB Bank
Missouri
$2.98M +$2.66M +25,192 +819%
OFG
220
Omega Financial Group
California
$2.93M -$7.39K -70 -0.3%
OIA
221
OneDigital Investment Advisors
Kansas
$2.93M -$485K -4,593 -14%
CA
222
Clune & Associates
Illinois
$2.92M +$2.92M +27,661 New
HCM
223
Highview Capital Management
Illinois
$2.91M +$100K +950 +4%
KL
224
KWMG LLC
Kansas
$2.9M -$161K -1,527 -5%
WA
225
Wealth Architects
California
$2.9M +$50.4K +477 +2%