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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
276
Vivaldi Capital Management
Illinois
$2.07M -$146K -1,421 -7%
SFG
277
StrategIQ Financial Group
Indiana
$2.07M -$164K -1,596 -7%
MA
278
Montag & Associates
Georgia
$2.05M -$48.7K -473 -2%
AFG
279
Allegheny Financial Group
Pennsylvania
$2.04M +$586K +5,699 +40%
1IA
280
1620 Investment Advisors
Massachusetts
$2.04M -$135K -1,313 -6%
FAM
281
Forte Asset Management
New York
$2.04M -$412K -4,005 -17%
WWM
282
WJ Wealth Management
Arizona
$2.02M
FLA
283
Financial Life Advisors
Texas
$1.99M -$224K -2,180 -10%
WAS
284
Wealth Advisory Solutions
Indiana
$1.97M -$1.43M -13,942 -42%
KBC
285
Key Bridge Compliance
$1.97M +$1.97M +19,107 New
FHA
286
First Horizon Advisors
Tennessee
$1.94M +$31.4K +305 +2%
FFP
287
FourThought Financial Partners
Florida
$1.93M +$1.65M +16,029 +583%
HWM
288
Hassell Wealth Management
Louisiana
$1.93M
CA
289
Clearstead Advisors
Ohio
$1.92M +$1.92M +18,688 New
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$1.92M -$131K -1,274 -6%
SWA
291
Safir Wealth Advisors
New Hampshire
$1.91M +$148K +1,440 +8%
BCM
292
Boltwood Capital Management
California
$1.91M +$104K +1,007 +6%
SQA
293
Simon Quick Advisors
New Jersey
$1.89M -$775K -7,536 -29%
TWM
294
Trinity Wealth Management
Pennsylvania
$1.88M +$13.8K +134 +0.7%
EFM
295
Eley Financial Management
Vermont
$1.86M -$1.05M -10,235 -36%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$1.86M +$463K +4,500 +33%
GSWM
297
Greenup Street Wealth Management
Michigan
$1.84M +$5.25K +51 +0.3%
BSA
298
Bull Street Advisors
Georgia
$1.83M -$165K -1,600 -8%
DC
299
Davenport & Co
Virginia
$1.82M -$203K -1,971 -10%
WCFA
300
Walkner Condon Financial Advisors
Wisconsin
$1.82M +$801K +7,790 +79%