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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
301
Northwest Wealth Management
Iowa
$1.73M -$570K -5,446 -25%
AWS
302
Arkfeld Wealth Strategies
Nebraska
$1.73M -$191K -1,823 -10%
GT
303
Glenview Trust
Kentucky
$1.72M +$28.8K +275 +2%
BHWA
304
Beacon Harbor Wealth Advisors
Virginia
$1.7M
WP
305
WealthShield Partners
North Carolina
$1.69M -$57.4K -548 -3%
PP
306
PrairieView Partners
Minnesota
$1.68M +$18.5K +177 +1%
MCWS
307
McKinley Carter Wealth Services
West Virginia
$1.68M -$566K -5,405 -25%
FFA
308
Fragasso Financial Advisors
Pennsylvania
$1.68M -$5.09M -48,615 -75%
OGF
309
Orin Green Financial
California
$1.66M -$56.2K -537 -3%
BCM
310
Boltwood Capital Management
California
$1.65M +$97.4K +930 +6%
USAA
311
United Services Automobile Association
Texas
$1.65M +$210K +2,007 +15%
CIA
312
Capital Investment Advisors
Georgia
$1.62M -$45.2K -432 -3%
PA
313
PFG Advisors
Arizona
$1.62M -$217K -2,077 -12%
SWP
314
Strategic Wealth Partners
Ohio
$1.62M +$130K +1,240 +9%
ZIM
315
Zacks Investment Management
Illinois
$1.58M +$784K +7,489 +98%
SSW
316
Stone Summit Wealth
Florida
$1.58M +$223K +2,126 +16%
IMA
317
Investment Management Associates
Colorado
$1.58M
CFGS
318
Concourse Financial Group Securities
Alabama
$1.57M -$799K -7,637 -34%
AWM
319
Axxcess Wealth Management
California
$1.56M +$314K +2,999 +25%
SL
320
SWMG LLC
Texas
$1.53M -$167K -1,592 -10%
SWA
321
Safir Wealth Advisors
New Hampshire
$1.51M +$394K +3,765 +35%
HTC
322
Haverford Trust Company
Pennsylvania
$1.51M +$215K +2,053 +17%
RIM
323
Rockbridge Investment Management
New York
$1.5M
Financial Engines Advisors
324
Financial Engines Advisors
California
$1.5M -$2.26M -21,587 -60%
TCB
325
Texas Capital Bancshares
Texas
$1.49M +$828K +7,909 +125%