SUB icon

iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
301
Alhambra Investment Management
Florida
$1.73M -$42.7K -410 -2%
ACA
302
Ackerman Capital Advisors
Texas
$1.72M -$4.37K -42 -0.3%
MCWS
303
McKinley Carter Wealth Services
West Virginia
$1.72M +$46.9K +451 +3%
MG
304
Mather Group
Illinois
$1.7M -$536K -5,153 -24%
FNT
305
First National Trust
Pennsylvania
$1.69M -$395K -3,792 -19%
FFA
306
Fragasso Financial Advisors
Pennsylvania
$1.67M +$1.98K +19 +0.1%
FRA
307
Frank Rimerman Advisors
California
$1.66M +$1.4M +13,495 +541%
OGF
308
Orin Green Financial
California
$1.66M +$3.85K +37 +0.2%
BHWA
309
Beacon Harbor Wealth Advisors
Virginia
$1.63M -$62.4K -600 -4%
AF
310
Apexium Financial
Texas
$1.62M +$795K +7,639 +96%
AI
311
Atria Investments
North Carolina
$1.61M -$1.22M -11,771 -43%
IMA
312
Investment Management Associates
Colorado
$1.57M
FT
313
Fiduciary Trust
Massachusetts
$1.56M +$789K +7,581 +103%
Deutsche Bank
314
Deutsche Bank
Germany
$1.55M -$317K -3,047 -17%
USAA
315
United Services Automobile Association
Texas
$1.55M -$86.4K -830 -5%
HP
316
Hilltop Partners
Indiana
$1.54M -$632K -6,071 -29%
CCG
317
Cypress Capital Group
Florida
$1.54M +$159K +1,525 +12%
GT
318
Glenview Trust
Kentucky
$1.52M -$197K -1,889 -11%
BF
319
Brooklyn FI
New York
$1.52M -$1.04M -10,032 -41%
Bessemer Group
320
Bessemer Group
New Jersey
$1.51M +$1.22M +11,730 +427%
HTC
321
Haverford Trust Company
Pennsylvania
$1.5M
FCBT
322
First Citizens Bank & Trust
North Carolina
$1.5M -$2.67M -25,680 -64%
MWM
323
McNaughton Wealth Management
California
$1.5M +$102K +983 +7%
SWP
324
Strategic Wealth Partners
Ohio
$1.49M -$119K -1,141 -7%
PFO
325
Pathstone Family Office
New Jersey
$1.49M +$141K +1,354 +10%