We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 27

67% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 130

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

12% more capital invested

Capital invested by funds: $2.58B → $2.88B (+$302M)

7% more funds holding

Funds holding: 472505 (+33)

0.09% more ownership

Funds ownership: 63.92%64.01% (+0.09%)

Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$338M +$12M +110,816 +4%
Morgan Stanley
2
Morgan Stanley
New York
$201M +$21.5M +199,222 +12%
SEI Investments
3
SEI Investments
Pennsylvania
$194M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$149M +$58.8M +544,570 +65%
UBS Group
5
UBS Group
Switzerland
$115M +$16.8M +155,448 +17%
US Bancorp
6
US Bancorp
Minnesota
$91.5M -$8.17M -75,695 -8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$84.1M +$18.9M +174,725 +29%
Ameriprise
8
Ameriprise
Minnesota
$66.7M +$1.48M +13,710 +2%
TF
9
TIAA FSB
Florida
$50.6M +$29.9M +276,682 +144%
OCM
10
One Capital Management
California
$49.3M +$5.43M +50,341 +12%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$48M +$15.5M +143,396 +47%
Wells Fargo
12
Wells Fargo
California
$45.4M +$5.32M +49,332 +13%
Stifel Financial
13
Stifel Financial
Missouri
$40.5M +$4.73M +43,825 +13%
BlackRock
14
BlackRock
New York
$38.9M +$26.1M +241,980 +204%
WCM
15
Windham Capital Management
Massachusetts
$36.1M +$189K +1,752 +0.5%
EI
16
Ellevest Inc
New York
$34.6M +$6.49M +60,152 +23%
Osaic Holdings
17
Osaic Holdings
Arizona
$29.6M +$6.7M +62,057 +29%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$28.1M +$7.08M +65,612 +34%
AWE
19
Avidian Wealth Enterprises
Texas
$25.6M +$11.8M +108,989 +85%
Jane Street
20
Jane Street
New York
$25.5M +$25.5M +236,751 New
QAM
21
QCI Asset Management
New York
$23.9M +$4.64M +43,036 +24%
AF
22
Allworth Financial
California
$23.1M +$1.08M +10,017 +5%
LPL Financial
23
LPL Financial
California
$22.7M +$3.59M +33,254 +19%
TCM
24
TD Capital Management
Tennessee
$22.7M +$680K +6,302 +3%
EVM
25
Eaton Vance Management
Massachusetts
$20.3M +$479K +4,443 +2%