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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$2.07M +$96K +923 +5%
MLRA
277
Main Line Retirement Advisors
Montana
$2.06M +$2.06M +19,776 New
DC
278
Davenport & Co
Virginia
$2.05M -$188K -1,809 -8%
WWM
279
WJ Wealth Management
Arizona
$2.05M +$770K +7,403 +60%
BSA
280
Bull Street Advisors
Georgia
$2.02M
WP
281
WealthShield Partners
North Carolina
$1.99M +$315K +3,026 +19%
MIA
282
MainStreet Investment Advisors
Illinois
$1.99M -$155K -1,493 -7%
HWM
283
Hassell Wealth Management
Louisiana
$1.95M
FHA
284
First Horizon Advisors
Tennessee
$1.93M +$755K +7,261 +64%
LW
285
Linscomb Wealth
Texas
$1.93M -$1.87M -17,989 -49%
CFGS
286
Concourse Financial Group Securities
Alabama
$1.91M +$342K +3,291 +22%
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$1.9M -$660K -6,340 -26%
TWM
288
Trinity Wealth Management
Pennsylvania
$1.89M +$35.2K +338 +2%
Financial Engines Advisors
289
Financial Engines Advisors
California
$1.88M +$389K +3,742 +26%
GSWM
290
Greenup Street Wealth Management
Michigan
$1.85M -$50K -481 -3%
DI
291
DFPG Investments
Utah
$1.84M -$1.68M -16,160 -48%
Baird Financial Group
292
Baird Financial Group
Wisconsin
$1.83M +$530K +5,090 +41%
BCM
293
Boltwood Capital Management
California
$1.82M +$187K +1,800 +11%
BWG
294
Beta Wealth Group
California
$1.81M -$35.9K -345 -2%
KAS
295
Kestra Advisory Services
Texas
$1.81M -$791K -7,599 -30%
SWA
296
Safir Wealth Advisors
New Hampshire
$1.78M +$275K +2,640 +18%
SSW
297
Stone Summit Wealth
Florida
$1.77M +$193K +1,853 +12%
TCB
298
Texas Capital Bancshares
Texas
$1.76M +$280K +2,690 +19%
SS
299
Simplicity Solutions
Minnesota
$1.74M -$23.9K -230 -1%
BFG
300
Bleakley Financial Group
New Jersey
$1.74M -$5.51K -53 -0.3%