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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
SI
226
Stephens Inc
Arkansas
$2.56M -$777K -7,567 -23%
KIM
227
Karpus Investment Management
New York
$2.54M -$56.5K -550 -2%
KL
228
KWMG LLC
Kansas
$2.52M +$44.9K +437 +2%
SIM
229
Studio Investment Management
Illinois
$2.52M -$18.5K -180 -0.7%
FTS
230
Fifth Third Securities
Ohio
$2.51M -$90K -877 -3%
OFG
231
Omega Financial Group
California
$2.47M -$114K -1,111 -4%
PG
232
Patten Group
Tennessee
$2.43M +$228K +2,219 +10%
PWA
233
Pillar Wealth Advisors
Pennsylvania
$2.41M
EWM
234
Elmwood Wealth Management
California
$2.41M +$139K +1,350 +6%
GSWM
235
Greenup Street Wealth Management
Michigan
$2.38M +$590K +5,749 +33%
RWP
236
RWA Wealth Partners
Massachusetts
$2.38M +$394K +3,835 +20%
NWM
237
Northwest Wealth Management
Iowa
$2.38M -$149K -1,447 -6%
Financial Engines Advisors
238
Financial Engines Advisors
California
$2.36M -$93.9K -915 -4%
CSIA
239
Conrad Siegel Investment Advisors
Pennsylvania
$2.36M +$2.36M +22,965 New
NGA
240
Naples Global Advisors
Florida
$2.35M -$434K -4,230 -16%
William Blair & Company
241
William Blair & Company
Illinois
$2.33M -$2.43M -23,644 -51%
FHA
242
First Horizon Advisors
Tennessee
$2.33M +$323K +3,150 +16%
AHC
243
Anderson Hoagland & Co
Missouri
$2.33M -$2.24M -21,775 -49%
YIA
244
YHB Investment Advisors
Connecticut
$2.33M -$1.8M -17,545 -44%
NL
245
NWAM LLC
Washington
$2.3M +$201K +1,959 +10%
MCM
246
Mattern Capital Management
Colorado
$2.28M +$595K +5,798 +35%
CA
247
Cetera Advisors
Colorado
$2.25M +$845K +8,225 +60%
SPC
248
Sigma Planning Corp
Michigan
$2.24M +$247K +2,409 +12%
AHC
249
Adell Harriman & Carpenter
Texas
$2.2M -$23.6K -230 -1%
CFGS
250
Concourse Financial Group Securities
Alabama
$2.18M +$647K +6,303 +42%