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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 129

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

16% more capital invested

Capital invested by funds: $2.88B → $3.34B (+$459M)

1.73% more ownership

Funds ownership: 64.01%65.74% (+1.7%)

0% more funds holding

Funds holding: 505505 (0)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.79%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
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
$347M +$9.13M +84,680 +3%
SEI Investments
2
SEI Investments
Pennsylvania
$231M +$38.1M +353,008 +20%
Morgan Stanley
3
Morgan Stanley
New York
$215M +$13.3M +123,764 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$185M +$35.4M +328,192 +24%
BlackRock
5
BlackRock
New York
$140M +$101M +938,949 +260%
UBS Group
6
UBS Group
Switzerland
$132M +$17.4M +161,185 +15%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$95.8M +$11.7M +108,773 +14%
US Bancorp
8
US Bancorp
Minnesota
$87.4M -$4.05M -37,589 -4%
Ameriprise
9
Ameriprise
Minnesota
$73.6M +$8.12M +75,355 +12%
WL
10
WIT LLC
District of Columbia
$71.9M +$59.7M +553,799 +489%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$68.6M +$20.6M +190,671 +43%
OCM
12
One Capital Management
California
$50.9M +$1.55M +14,336 +3%
TF
13
TIAA FSB
Florida
$50.2M -$320K -2,970 -0.6%
Wells Fargo
14
Wells Fargo
California
$48.3M +$2.86M +26,531 +6%
Stifel Financial
15
Stifel Financial
Missouri
$42.1M +$1.6M +14,835 +4%
EI
16
Ellevest Inc
New York
$41M +$6.47M +59,969 +19%
WCM
17
Windham Capital Management
Massachusetts
$38.1M +$2.01M +18,619 +6%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$38M +$9.88M +91,596 +35%
Jane Street
19
Jane Street
New York
$34.9M +$9.38M +87,042 +37%
Osaic Holdings
20
Osaic Holdings
Arizona
$31.3M +$1.74M +16,171 +6%
LPL Financial
21
LPL Financial
California
$30.8M +$8.11M +75,214 +36%
AWE
22
Avidian Wealth Enterprises
Texas
$28M +$2.43M +22,504 +9%
1WM
23
1900 Wealth Management
Texas
$26.9M -$4.87M -45,159 -15%
QAM
24
QCI Asset Management
New York
$25.8M +$1.87M +17,334 +8%
AF
25
Allworth Financial
California
$25.2M +$2.14M +19,855 +9%