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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 %
AFG
276
Allegheny Financial Group
Pennsylvania
$1.83M +$152K +1,479 +9%
VPIM
277
Vanguard Personalized Indexing Management
California
$1.82M
SFG
278
Sunburst Financial Group
Alabama
$1.81M -$78.9K -769 -4%
CPIG
279
Chicago Partners Investment Group
Illinois
$1.8M +$473K +4,601 +36%
JWA
280
JFS Wealth Advisors
Pennsylvania
$1.77M +$311K +3,030 +21%
DAS
281
Dynamic Advisor Solutions
Arizona
$1.74M +$909K +8,860 +110%
WANY
282
Wealthspire Advisors (New York)
New York
$1.74M -$1.3M -12,670 -43%
AssetMark Inc
283
AssetMark Inc
California
$1.73M -$453K -4,415 -21%
RC
284
RegentAtlantic Capital
New Jersey
$1.7M +$1.42M +13,869 +517%
VA
285
Valmark Advisers
Ohio
$1.69M +$30.9K +301 +2%
FCBT
286
First Citizens Bank & Trust
North Carolina
$1.67M +$452K +4,399 +37%
BFG
287
Beacon Financial Group
Texas
$1.67M +$517K +5,036 +45%
PA
288
PFG Advisors
Arizona
$1.66M +$1.66M +16,121 New
SS
289
Simplicity Solutions
Minnesota
$1.65M -$5.02M -48,878 -75%
CIA
290
Capital Investment Advisors
Georgia
$1.65M -$7.9K -77 -0.5%
RW
291
Rede Wealth
Virginia
$1.65M +$608K +5,924 +59%
SFM
292
Signet Financial Management
New Jersey
$1.64M +$575K +5,604 +54%
CL
293
CPWM LLC
Washington
$1.64M +$524K +5,109 +47%
AWM
294
AE Wealth Management
Kansas
$1.64M +$13.9K +135 +0.9%
RCAG
295
Rehmann Capital Advisory Group
Michigan
$1.6M +$461K +4,486 +40%
MA
296
Mutual Advisors
Nebraska
$1.58M +$136K +1,322 +9%
USAA
297
United Services Automobile Association
Texas
$1.57M +$169K +1,645 +12%
IMA
298
Investment Management Associates
Colorado
$1.55M
FG
299
Foster Group
Iowa
$1.54M -$23.4M -227,701 -94%
OGF
300
Orin Green Financial
California
$1.53M +$123K +1,198 +9%