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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
276
Apexium Financial
Texas
$2.11M +$421K +3,995 +25%
VCM
277
Vivaldi Capital Management
Illinois
$2.08M -$26.3K -251 -1%
PWM
278
Perigon Wealth Management
California
$2.08M +$731K +6,936 +54%
RI
279
Rinkey Investments
California
$2.04M +$1.63M +15,441 +393%
WWM
280
WJ Wealth Management
Arizona
$2.01M -$64.5K -612 -3%
AFG
281
Allegheny Financial Group
Pennsylvania
$1.99M -$105K -994 -5%
CAM
282
Cresset Asset Management
Illinois
$1.99M -$178K -1,685 -8%
SWM
283
Seaside Wealth Management
California
$1.98M -$3.66M -34,707 -65%
TWM
284
Trinity Wealth Management
Pennsylvania
$1.97M +$42K +398 +2%
EFN
285
Equita Financial Network
Pennsylvania
$1.97M +$147K +1,393 +8%
WWM
286
Waterway Wealth Management
Texas
$1.96M +$1.96M +213,523 New
PS
287
Principal Securities
Iowa
$1.95M +$1.95M +18,499 New
LPT
288
Legacy Private Trust
Wisconsin
$1.94M -$1.18M -11,164 -38%
TWM
289
Thrive Wealth Management
Pennsylvania
$1.92M +$1.92M +18,170 New
KWM
290
Keebeck Wealth Management
Illinois
$1.91M -$1.2M -11,407 -39%
PHWM
291
Pine Harbor Wealth Management
Maryland
$1.89M +$1.89M +17,933 New
BW
292
BIP Wealth
Georgia
$1.89M -$558K -5,291 -23%
CFB
293
Cullen/Frost Bankers
Texas
$1.88M +$1.57M +14,882 +504%
DC
294
Davenport & Co
Virginia
$1.87M +$6.54K +62 +0.4%
WFAG
295
Wescott Financial Advisory Group
Pennsylvania
$1.87M -$589K -5,588 -24%
RA
296
RFG Advisory
Alabama
$1.87M -$557K -5,283 -23%
AHC
297
Anderson Hoagland & Co
Missouri
$1.87M +$1.03M +9,782 +121%
PF
298
Penney Financial
Texas
$1.87M +$1.87M +17,699 New
Financial Engines Advisors
299
Financial Engines Advisors
California
$1.86M +$368K +3,488 +25%
BSA
300
Bull Street Advisors
Georgia
$1.85M -$26.4K -250 -1%