SUB icon

iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
226
McNaughton Wealth Management
California
$1.69M +$564K +5,388 +50%
PWA
227
Physician Wealth Advisors
Utah
$1.69M +$88.7K +855 +6%
BFM
228
Broadview Financial Management
Wisconsin
$1.68M +$1.41M +13,453 +518%
GGS
229
Galvin Gaustad & Stein
Arizona
$1.66M -$220K -2,107 -12%
SWP
230
Stratos Wealth Partners
Ohio
$1.63M -$327K -3,126 -17%
PCMC
231
Private Capital Management (Colorado)
Colorado
$1.63M -$429K -4,105 -21%
USGIU
232
U.S. Global Investors (USGI)
Texas
$1.62M
GSWM
233
Greenup Street Wealth Management
Michigan
$1.59M +$871K +8,325 +122%
IMA
234
Investment Management Associates
Colorado
$1.58M +$1.58M +15,094 New
SIC
235
Sigma Investment Counselors
Michigan
$1.58M +$1.99K +19 +0.1%
WP
236
WealthShield Partners
North Carolina
$1.56M +$106K +1,016 +7%
WANY
237
Wealthspire Advisors (New York)
New York
$1.56M +$1.22M +11,665 +356%
AWM
238
AE Wealth Management
Kansas
$1.56M -$496K -4,743 -24%
AIM
239
Alhambra Investment Management
Florida
$1.55M +$102K +972 +7%
MFA
240
Mayflower Financial Advisors
Massachusetts
$1.54M +$129K +1,232 +9%
GA
241
Greenspring Advisors
Maryland
$1.51M +$887K +8,476 +142%
GT
242
Glenview Trust
Kentucky
$1.47M +$671K +6,413 +84%
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
$1.47M +$1.47M +14,043 New
RVPG
244
Relative Value Partners Group
$1.46M +$1.46M +13,956 New
VCM
245
Virtue Capital Management
Tennessee
$1.45M -$15.5K -148 -1%
HWM
246
HB Wealth Management
Georgia
$1.45M +$1.45M +13,879 New
AAS
247
Annex Advisory Services
Wisconsin
$1.44M +$1.44M +13,797 New
USAA
248
United Services Automobile Association
Texas
$1.44M -$126K -1,206 -8%
ML
249
Mayport LLC
Massachusetts
$1.44M
EFG
250
Everhart Financial Group
Ohio
$1.42M -$613K -5,859 -30%