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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
226
Chesley Taft & Associates
Illinois
$2.97M +$43.7K +425 +1%
RJT
227
Raymond James Trust
Florida
$2.95M -$1.65K -16 -0.1%
ML
228
McAdam LLC
Pennsylvania
$2.93M -$79.6K -774 -3%
CPA
229
Cardiff Park Advisors
California
$2.92M +$3.29K +32 +0.1%
CWM
230
Connecticut Wealth Management
Connecticut
$2.92M +$2.92M +28,350 New
FFM
231
Forum Financial Management
Illinois
$2.92M
KCM
232
KM Capital Management
Texas
$2.9M +$2.55M +24,810 +727%
AI
233
Atria Investments
North Carolina
$2.86M +$1.27M +12,340 +80%
EA
234
Efficient Advisors
Ohio
$2.83M -$78.5K -763 -3%
PG
235
Patten Group
Tennessee
$2.81M -$69K -671 -2%
CGL
236
Clarius Group LLC
Washington
$2.81M +$2.81M +27,273 New
KL
237
KWMG LLC
Kansas
$2.8M +$98.7K +960 +4%
OFG
238
Omega Financial Group
California
$2.71M +$133K +1,297 +5%
TCB
239
Texas Capital Bancshares
Texas
$2.68M +$940K +9,143 +54%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$2.66M -$706K -6,860 -21%
WA
241
Wealth Architects
California
$2.63M +$80K +778 +3%
AAS
242
Avantax Advisory Services
Texas
$2.62M +$459K +4,465 +21%
FAT
243
First American Trust
California
$2.61M +$185K +1,796 +8%
GGS
244
Galvin Gaustad & Stein
Arizona
$2.55M +$70.4K +684 +3%
SPC
245
Sigma Planning Corp
Michigan
$2.54M +$76.5K +744 +3%
WP
246
WealthShield Partners
North Carolina
$2.52M +$551K +5,357 +28%
SS
247
Simplicity Solutions
Minnesota
$2.51M +$789K +7,667 +46%
BFG
248
Bleakley Financial Group
New Jersey
$2.51M +$789K +7,667 +46%
SFS
249
Sowell Financial Services
Arkansas
$2.47M +$127K +1,239 +5%
OPPS
250
Obsidian Personal Planning Solutions
Maryland
$2.44M +$2.44M +23,678 New