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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
301
Ironsides Asset Advisors
North Carolina
$656K -$393K -3,650 -37%
GI
302
Gradient Investments
Minnesota
$645K +$40.2K +374 +7%
JBA
303
Johnson Bixby & Associates
Washington
$641K +$67.9K +631 +12%
CM
304
Columbus Macro
Pennsylvania
$640K +$31.3K +291 +5%
SWP
305
Strategic Wealth Partners
Ohio
$635K +$385K +3,576 +154%
HI
306
Harbour Investments
Wisconsin
$629K +$175K +1,623 +38%
RPCA
307
Running Point Capital Advisors
California
$623K +$212K +1,969 +52%
CISOA
308
Capital Investment Services of America
Wisconsin
$619K
AFC
309
AFT Forsyth & Company
Florida
$618K
FRA
310
Frank Rimerman Advisors
California
$617K +$99.6K +926 +19%
JCM
311
Jacobsen Capital Management
Utah
$615K +$967 +9 +0.2%
BWP
312
Bernardo Wealth Planning
Pennsylvania
$612K +$3.44K +32 +0.6%
KWM
313
Kingsview Wealth Management
Oregon
$608K +$17K +158 +3%
PJSIMP
314
P.J. Schmidt Investment Management (PJS)
Wisconsin
$603K +$228K +2,121 +61%
WA
315
Wealth Architects
California
$602K +$168K +1,561 +39%
FVWA
316
Foster Victor Wealth Advisors
South Carolina
$599K +$106K +989 +22%
ACP
317
Aviance Capital Partners
Florida
$599K +$599K +5,564 New
NL
318
NWAM LLC
Washington
$598K -$13.3K -124 -2%
SIM
319
Stratos Investment Management
Ohio
$597K +$15.5K +144 +3%
FAT
320
First American Trust
California
$595K +$376K +3,496 +172%
OMC
321
Old Mission Capital
Illinois
$581K +$581K +5,398 New
RTC
322
Riverview Trust Company
Washington
$566K
GAM
323
Gould Asset Management
California
$564K -$71.5K -665 -11%
DWT
324
Dorsey & Whitney Trust
South Dakota
$563K +$150K +1,391 +36%
CL
325
CPWM LLC
Washington
$561K +$967 +9 +0.2%