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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
276
CGN Advisors
Kansas
$2.01M -$4.83M -46,100 -71%
FFM
277
Forum Financial Management
Illinois
$1.97M -$997K -9,516 -34%
RI
278
Rinkey Investments
California
$1.96M -$64.5K -616 -3%
MA
279
Mutual Advisors
Nebraska
$1.95M +$829K +7,919 +74%
IPW
280
Intergy Private Wealth
Colorado
$1.95M -$339K -3,238 -15%
WWM
281
WJ Wealth Management
Arizona
$1.94M -$52.4K -500 -3%
AFG
282
Allegheny Financial Group
Pennsylvania
$1.94M -$38.6K -369 -2%
BMCM
283
Bryn Mawr Capital Management
Pennsylvania
$1.93M -$666K -6,357 -26%
Financial Engines Advisors
284
Financial Engines Advisors
California
$1.91M +$59K +563 +3%
BWP
285
Bernardo Wealth Planning
Pennsylvania
$1.9M +$408K +3,900 +27%
AHC
286
Anderson Hoagland & Co
Missouri
$1.89M +$32K +307 +2%
FFA
287
Farther Finance Advisors
California
$1.88M +$181K +1,730 +11%
CST
288
Charles Schwab Trust
Nevada
$1.88M +$840K +8,020 +81%
OGF
289
Orin Green Financial
California
$1.88M -$1.66M -15,784 Closed
WFAG
290
Wescott Financial Advisory Group
Pennsylvania
$1.87M +$5.76K +55 +0.3%
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
$1.86M +$1.86M +17,770 New
TI
292
Tidal Investments
Wisconsin
$1.86M -$730K -6,972 -28%
KWM
293
Keebeck Wealth Management
Illinois
$1.84M -$51.7K -494 -3%
WAM
294
WNY Asset Management
New York
$1.83M +$79.7K +761 +5%
PPWP
295
Premier Path Wealth Partners
New Jersey
$1.83M +$1.83M +17,321 New
SWM
296
Seaside Wealth Management
California
$1.8M -$174K -1,664 -9%
BW
297
BIP Wealth
Georgia
$1.78M -$99.1K -946 -5%
OWA
298
One Wealth Advisors
California
$1.74M -$3.46M -33,010 -66%
DC
299
Davenport & Co
Virginia
$1.73M -$132K -1,256 -7%
TF
300
Tompkins Financial
New York
$1.73M