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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RL
251
Rogco LP
Oklahoma
$2.17M -$24.2K -228 -1%
PPWP
252
Premier Path Wealth Partners
New Jersey
$2.16M +$33.7K +317 +2%
OGF
253
Orin Green Financial
California
$2.14M +$127K +1,192 +6%
PCA
254
Pallas Capital Advisors
Massachusetts
$2.13M -$3.6M -34,090 -63%
1IA
255
1620 Investment Advisors
Massachusetts
$2.13M -$252K -2,375 -11%
PPP
256
Private Portfolio Partners
New Jersey
$2.13M +$2.13M +20,050 New
BW
257
BIP Wealth
Georgia
$2.13M +$644K +6,064 +43%
NFP
258
Narus Financial Partners
Utah
$2.12M +$301K +2,838 +17%
RCAG
259
Rehmann Capital Advisory Group
Michigan
$2.06M -$40.9K -385 -2%
AF
260
Apexium Financial
Texas
$2.04M -$2.66K -25 -0.1%
AI
261
Atria Investments
North Carolina
$1.99M +$292K +2,750 +17%
WSFS
262
Wilmington Savings Fund Society
Delaware
$1.99M +$806K +7,594 +68%
AFG
263
Allegheny Financial Group
Pennsylvania
$1.97M -$30.5K -287 -2%
PS
264
Principal Securities
Iowa
$1.97M -$37.5K -353 -2%
PP
265
Patten & Patten
Tennessee
$1.96M -$165K -1,550 -8%
PWM
266
Perigon Wealth Management
California
$1.95M +$210K +1,982 +12%
EH
267
Equitable Holdings
New York
$1.94M -$58.4K -550 -3%
MA
268
Montag & Associates
Georgia
$1.93M -$187K -1,761 -9%
SIA
269
Soltis Investment Advisors
Utah
$1.92M -$3.19K -30 -0.2%
CWS
270
Confluence Wealth Services
Pennsylvania
$1.92M +$655K +6,169 +52%
FFM
271
Forum Financial Management
Illinois
$1.91M -$85.5K -805 -4%
GGS
272
Galvin Gaustad & Stein
Arizona
$1.9M -$162K -1,524 -8%
ATI
273
ARK & TLK Investments
Oklahoma
$1.9M +$196K +1,843 +11%
GWM
274
Geneos Wealth Management
Colorado
$1.9M +$1.49M +14,012 +365%
ECM
275
Exchange Capital Management
Michigan
$1.86M -$702K -6,613 -27%