SUB icon

iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
276
Sigma Investment Counselors
Michigan
$687K +$76K +705 +12%
PIM
277
Provident Investment Management
Michigan
$685K +$32.4K +300 +5%
GIA
278
Gladstone Institutional Advisory
Florida
$684K -$229K -2,126 -25%
HPWM
279
Highland Private Wealth Management
Washington
$669K +$20.4K +189 +3%
PFO
280
Pathstone Family Office
New Jersey
$658K
EM
281
Excalibur Management
Massachusetts
$656K +$656K +6,080 New
Baird Financial Group
282
Baird Financial Group
Wisconsin
$651K -$1.08M -10,031 -62%
GAM
283
Gould Asset Management
California
$637K +$8.08K +75 +1%
PA
284
PFG Advisors
Arizona
$630K +$300K +2,782 +91%
C1AG
285
Client 1st Advisory Group
Florida
$628K +$362K +3,354 +136%
CWM
286
Cornerstone Wealth Management
Missouri
$626K +$41.5K +385 +7%
CISOA
287
Capital Investment Services of America
Wisconsin
$620K
AFC
288
AFT Forsyth & Company
Florida
$619K -$25.3K -235 -4%
JCM
289
Jacobsen Capital Management
Utah
$616K +$1.29K +12 +0.2%
OAM
290
Occidental Asset Management
California
$614K -$86.3K -800 -12%
NL
291
NWAM LLC
Washington
$613K -$2.09M -19,378 -77%
KFS
292
Kelly Financial Services
Massachusetts
$613K +$611K +65,913 +37,881%
BWP
293
Bernardo Wealth Planning
Pennsylvania
$610K -$824K -7,643 -57%
CM
294
Columbus Macro
Pennsylvania
$610K -$12.6K -117 -2%
GI
295
Gradient Investments
Minnesota
$606K +$42.1K +390 +7%
AIM
296
Alhambra Investment Management
Florida
$596K +$596K +5,524 New
KWM
297
Kingsview Wealth Management
Oregon
$592K -$65.8K -611 -10%
SL
298
SWMG LLC
Texas
$583K -$301K -2,789 -34%
SIM
299
Stratos Investment Management
Ohio
$583K -$3.88K -36 -0.7%
BCM
300
Boltwood Capital Management
California
$580K +$91.7K +850 +19%