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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PGA
226
Portland Global Advisors
Maine
$3.05M -$99.5K -950 -3%
ML
227
McAdam LLC
Pennsylvania
$3.04M +$2.82M +26,907 +1,265%
EWA
228
EP Wealth Advisors
California
$3.03M -$4.55M -40,200 -60%
EA
229
Efficient Advisors
Ohio
$3.01M -$56.2K -537 -2%
BFA
230
Bragg Financial Advisors
North Carolina
$3M -$156K -1,490 -5%
OIA
231
OneDigital Investment Advisors
Kansas
$3M -$2.28M -21,734 -43%
SCM
232
SCS Capital Management
Massachusetts
$2.99M -$130K -1,240 -4%
EFM
233
Eley Financial Management
Vermont
$2.97M
CTA
234
Chesley Taft & Associates
Illinois
$2.95M +$679K +6,483 +30%
PG
235
Patten Group
Tennessee
$2.95M +$303K +2,897 +11%
AI
236
Atria Investments
North Carolina
$2.85M +$749K +7,151 +36%
FHB
237
First Hawaiian Bank
Hawaii
$2.82M -$30.3K -289 -1%
PA
238
Procyon Advisors
Connecticut
$2.76M +$2.76M +26,377 New
BW
239
BIP Wealth
Georgia
$2.74M +$2.74M +26,170 New
OP
240
ORG Partners
Indiana
$2.74M +$2.74M +26,117 New
NW
241
NewEdge Wealth
Pennsylvania
$2.72M -$7.43K -71 -0.3%
KL
242
KWMG LLC
Kansas
$2.7M -$14.9K -142 -0.5%
JIC
243
Joel Isaacson & Co
New York
$2.69M -$160K -1,524 -6%
BF
244
Brooklyn FI
New York
$2.64M +$2.13M +19,837 +417%
OPWM
245
Oakwell Private Wealth Management
Texas
$2.62M -$2.73M -26,079 -51%
KAS
246
Kestra Advisory Services
Texas
$2.61M -$15.2M -144,995 -85%
SQA
247
Simon Quick Advisors
New Jersey
$2.59M +$106K +1,017 +4%
Wealth Enhancement Advisory Services
248
Wealth Enhancement Advisory Services
Minnesota
$2.58M +$1.07M +10,205 +71%
WA
249
Wealth Architects
California
$2.53M +$179K +1,709 +8%
VCM
250
Vivaldi Capital Management
Illinois
$2.51M -$489K -4,672 -16%