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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 %
MIA
276
MainStreet Investment Advisors
Illinois
$2.16M -$336K -3,212 -13%
CFGF
277
Compass Financial Group (Florida)
Florida
$2.13M +$702K +6,710 +49%
FNT
278
First National Trust
Pennsylvania
$2.1M -$153K -1,461 -7%
AWS
279
AJ Wealth Strategies
New York
$2.1M -$156K -1,488 -7%
AFG
280
Allegheny Financial Group
Pennsylvania
$2.08M -$14.3K -137 -0.7%
IPW
281
Intergy Private Wealth
Colorado
$2.05M +$81.7K +780 +4%
BSA
282
Bull Street Advisors
Georgia
$2.03M
TFG
283
Tilson Financial Group
New Jersey
$2.01M +$97.1K +927 +5%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$1.99M -$29.7K -284 -1%
HWM
285
Hassell Wealth Management
Louisiana
$1.96M
Lido Advisors
286
Lido Advisors
California
$1.93M +$1.06M +10,104 +122%
FTS
287
Fifth Third Securities
Ohio
$1.92M -$330K -3,155 -15%
GSWM
288
Greenup Street Wealth Management
Michigan
$1.91M +$225K +2,149 +13%
Deutsche Bank
289
Deutsche Bank
Germany
$1.88M -$122K -1,162 -6%
MAM
290
Meeder Asset Management
Ohio
$1.87M +$158K +1,506 +9%
TWM
291
Trinity Wealth Management
Pennsylvania
$1.87M +$91.4K +873 +5%
UL
292
Unionview LLC
Washington
$1.86M -$206K -1,967 -10%
BWG
293
Beta Wealth Group
California
$1.86M -$4.86M -46,464 -72%
FPCP
294
Fort Point Capital Partners
California
$1.85M -$892K -8,520 -32%
AIM
295
Alhambra Investment Management
Florida
$1.79M +$97.7K +933 +6%
EWA
296
EverSource Wealth Advisors
Alabama
$1.78M +$438K +4,182 +33%
BHWM
297
Beaird Harris Wealth Management
Texas
$1.77M +$1.52M +14,504 +595%
SS
298
Simplicity Solutions
Minnesota
$1.77M +$1.16M +11,124 +191%
BFG
299
Bleakley Financial Group
New Jersey
$1.75M -$204K -1,946 -10%
ACA
300
Ackerman Capital Advisors
Texas
$1.73M