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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 121

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

21% more capital invested

Capital invested by funds: $3.34B → $4.04B (+$703M)

3% more funds holding

Funds holding: 505520 (+15)

0.76% more ownership

Funds ownership: 65.74%66.5% (+0.76%)

Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.1%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
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
$357M +$10.6M +97,929 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$308M +$303M +2,811,567 +5,602%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$264M +$80.2M +743,591 +43%
Morgan Stanley
4
Morgan Stanley
New York
$253M +$38.7M +358,907 +18%
SEI Investments
5
SEI Investments
Pennsylvania
$245M +$14.6M +134,918 +6%
BlackRock
6
BlackRock
New York
$145M +$5.15M +47,784 +4%
UBS Group
7
UBS Group
Switzerland
$141M +$9.11M +84,491 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$111M +$15.7M +145,232 +16%
WL
9
WIT LLC
District of Columbia
$98.3M +$26.6M +246,422 +37%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$84.2M +$15.8M +146,755 +23%
US Bancorp
11
US Bancorp
Minnesota
$78.8M -$8.43M -78,127 -10%
Ameriprise
12
Ameriprise
Minnesota
$78.8M +$4.3M +39,861 +6%
LPL Financial
13
LPL Financial
California
$56.3M +$25.6M +237,682 +83%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$54.3M +$35.5M +329,341 +187%
OCM
15
One Capital Management
California
$53.8M +$3.05M +28,320 +6%
Mariner
16
Mariner
Kansas
$53.6M +$31.2M +288,958 +138%
Wells Fargo
17
Wells Fargo
California
$53.6M +$5.45M +50,497 +11%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$53M +$15.2M +141,092 +40%
TF
19
TIAA FSB
Florida
$49.2M -$968K -8,974 -2%
EI
20
Ellevest Inc
New York
$48.2M +$7.32M +67,901 +18%
WCM
21
Windham Capital Management
Massachusetts
$43.4M +$5.36M +49,659 +14%
Stifel Financial
22
Stifel Financial
Missouri
$37.8M -$4.17M -38,645 -10%
Osaic Holdings
23
Osaic Holdings
Arizona
$34.8M +$3.57M +33,060 +11%
AF
24
Allworth Financial
California
$28.4M +$3.29M +30,463 +13%
QAM
25
QCI Asset Management
New York
$27.5M +$1.84M +17,100 +7%