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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
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
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
Shares
Change %
FSG
226
Financial Strategies Group
Michigan
$1.18M +$37.3K +347 +3%
LG
227
LaFleur & Godfrey
Michigan
$1.17M -$40.4K -375 -3%
CAG
228
Compass Advisory Group
New York
$1.17M -$68.5K -637 -6%
Betterment LLC
229
Betterment LLC
New York
$1.16M -$568K -5,284 -33%
AWAG
230
ARS Wealth Advisors Group
Florida
$1.15M +$1.15M +10,700 New
VC
231
Veery Capital
Delaware
$1.15M +$31.8K +296 +3%
AIA
232
Armor Investment Advisors
North Carolina
$1.14M -$303K -2,820 -21%
AIM
233
Alhambra Investment Management
Florida
$1.13M +$537K +4,992 +90%
MWM
234
Merriman Wealth Management
Washington
$1.1M +$1.1M +10,228 New
RCAG
235
Rehmann Capital Advisory Group
Michigan
$1.09M +$162K +1,510 +18%
OPWM
236
Oakwell Private Wealth Management
Texas
$1.08M +$293K +2,724 +37%
KAS
237
Kestra Advisory Services
Texas
$1.05M -$631K -5,871 -38%
WLIM
238
White Lighthouse Investment Management
Massachusetts
$1.02M
CA
239
Calton & Associates
Florida
$1.02M +$1.61K +15 +0.2%
EWA
240
EP Wealth Advisors
California
$1.01M +$187K +1,737 +23%
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$1M -$26.7K -248 -3%
SWP
242
Stratos Wealth Partners
Ohio
$997K -$321K -2,981 -24%
VCM
243
Virtue Capital Management
Tennessee
$993K +$993K +9,227 New
OWA
244
One Wealth Advisors
California
$989K +$783K +7,281 +381%
MWP
245
Madison Wealth Partners
Wisconsin
$978K +$38.2K +355 +4%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$976K -$26.9K -250 -3%
PFO
247
Pathstone Family Office
New Jersey
$974K +$318K +2,957 +48%
CWM
248
Cornerstone Wealth Management
Missouri
$965K +$340K +3,160 +54%
GT
249
Glenview Trust
Kentucky
$963K +$499K +4,641 +108%
TPCW
250
TD Private Client Wealth
New York
$954K -$27.1K -252 -3%