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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
Bank of America
1
Bank of America
North Carolina
$731M +$35.6M +340,302 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$647M +$24.2M +231,266 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$632M +$72.6M +694,814 +13%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$618M -$144M -1,374,674 -19%
Morgan Stanley
5
Morgan Stanley
New York
$376M -$1.94M -18,575 -0.5%
SEI Investments
6
SEI Investments
Pennsylvania
$263M +$45.1K +432 +0%
Creative Planning
7
Creative Planning
Kansas
$255M +$4.91M +46,981 +2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$191M +$84.4M +807,794 +80%
UBS Group
9
UBS Group
Switzerland
$148M -$5.44M -52,103 -4%
Franklin Resources
10
Franklin Resources
California
$125M -$4.21M -40,290 -3%
WL
11
WIT LLC
District of Columbia
$122M -$70.9K -679 -37%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$119M +$8.79M +84,173 +8%
Citigroup
13
Citigroup
New York
$98.3M +$1.62M +15,525 +2%
Ameriprise
14
Ameriprise
Minnesota
$90.4M +$1.15M +11,027 +1%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$84.5M -$17.4M -166,863 -17%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$83.6M -$30.4M -291,038 -27%
Mariner
17
Mariner
Kansas
$79.5M +$2.6M +24,925 +3%
Jane Street
18
Jane Street
New York
$77.9M -$100M -959,123 -56%
LPL Financial
19
LPL Financial
California
$75.4M +$4.7M +44,999 +7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$70M -$203K -1,945 -0.3%
US Bancorp
21
US Bancorp
Minnesota
$69.8M -$9.24M -88,420 -12%
JP Morgan Chase
22
JP Morgan Chase
New York
$63M +$2.34M +22,354 +4%
EI
23
Ellevest Inc
New York
$59.6M +$301K +2,884 +0.5%
AWM
24
Angeles Wealth Management
California
$53.9M +$230K +2,205 +0.4%
SL
25
Salomon & Ludwin
Virginia
$53.5M +$819K +7,843 +2%