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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JBA
301
Johnson Bixby & Associates
Washington
$574K +$184K +1,709 +47%
ADL
302
Asset Dedication LLC
California
$572K +$371K +3,453 +185%
SPC
303
Sigma Planning Corp
Michigan
$568K +$277K +2,568 +95%
CAG
304
Crestwood Advisors Group
Massachusetts
$567K -$26.6K -247 -4%
RTC
305
Riverview Trust Company
Washington
$567K
CL
306
CPWM LLC
Washington
$562K +$1.19K +11 +0.2%
HSWM
307
Hubbell Strickland Wealth Management
Louisiana
$552K -$6.69K -62 -1%
JWCA
308
J.W. Cole Advisors
Florida
$549K +$15.2K +141 +3%
WWM
309
Wiser Wealth Management
Georgia
$543K +$6.68K +62 +1%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$530K +$31.5K +292 +6%
SB
311
Strategic Blueprint
Georgia
$527K +$92.1K +854 +21%
FRA
312
Frank Rimerman Advisors
California
$519K
PWM
313
PBMares Wealth Management
Virginia
$509K -$53.2K -493 -9%
BAS
314
Brown Advisory Securities
Maryland
$509K
AF
315
Apexium Financial
Texas
$506K
RIM
316
Rockbridge Investment Management
New York
$505K +$15.5K +144 +3%
PFA
317
Paradigm Financial Advisors
Missouri
$497K
TIA
318
Traphagen Investment Advisors
New Jersey
$497K +$8.09K +75 +2%
FVWA
319
Foster Victor Wealth Advisors
South Carolina
$494K +$77.9K +722 +19%
AIM
320
AMI Investment Management
Indiana
$491K +$27.5K +255 +6%
AC
321
Alexandria Capital
Virginia
$476K -$14.5K -135 -3%
GT
322
Glenview Trust
Kentucky
$465K
Lido Advisors
323
Lido Advisors
California
$459K -$32.4K -300 -7%
First Trust Advisors
324
First Trust Advisors
Illinois
$457K +$8.41K +78 +2%
HI
325
Harbour Investments
Wisconsin
$455K +$175K +1,625 +63%