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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
301
Alera Investment Advisors
Illinois
$1.8M -$1.78M -17,276 -50%
ACA
302
Ackerman Capital Advisors
Texas
$1.8M +$102K +991 +6%
EFN
303
Equita Financial Network
Pennsylvania
$1.78M +$1.78M +17,285 New
MIA
304
MainStreet Investment Advisors
Illinois
$1.77M -$192K -1,867 -10%
EWA
305
EverSource Wealth Advisors
Alabama
$1.75M -$322K -3,131 -16%
SHGA
306
Sand Hill Global Advisors
California
$1.74M -$58.8M -571,873 -97%
SWA
307
Stratos Wealth Advisors
Ohio
$1.73M +$804K +7,812 +87%
FNT
308
First National Trust
Pennsylvania
$1.73M +$51K +496 +3%
SSW
309
Stone Summit Wealth
Florida
$1.72M -$23.9K -232 -1%
CFGS
310
Concourse Financial Group Securities
Alabama
$1.72M -$166K -1,617 -9%
Renaissance Technologies
311
Renaissance Technologies
New York
$1.72M -$24.2M -234,802 -93%
TI
312
Tidal Investments
Wisconsin
$1.72M +$1.32M +12,816 +329%
KAS
313
Kestra Advisory Services
Texas
$1.71M -$79K -768 -4%
MCWS
314
McKinley Carter Wealth Services
West Virginia
$1.7M +$2.78K +27 +0.2%
FHB
315
First Hawaiian Bank
Hawaii
$1.66M -$831K -8,082 -33%
FFA
316
Fragasso Financial Advisors
Pennsylvania
$1.66M +$2.06K +20 +0.1%
AIM
317
Alhambra Investment Management
Florida
$1.65M -$63.6K -618 -4%
AF
318
Apexium Financial
Texas
$1.65M +$45K +437 +3%
FRA
319
Frank Rimerman Advisors
California
$1.64M
EWM
320
Executive Wealth Management
Michigan
$1.64M -$2.37M -23,085 -59%
OGF
321
Orin Green Financial
California
$1.64M
NFG
322
Northeast Financial Group
Pennsylvania
$1.63M +$226K +2,197 +16%
BHWA
323
Beacon Harbor Wealth Advisors
Virginia
$1.61M
CCFCSB
324
Cape Cod Five Cents Savings Bank
Massachusetts
$1.6M +$828K +8,045 +108%
TFG
325
Tilson Financial Group
New Jersey
$1.58M +$1.58M +15,399 New