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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
301
Boltwood Capital Management
California
$1.84M -$113K -1,070 -6%
SRB
302
Shotwell Rutter Baer
Michigan
$1.82M +$1.82M +17,327 New
NL
303
NWAM LLC
Washington
$1.77M +$1.33M +12,616 +301%
AR
304
Apeiron RIA
Texas
$1.77M -$678K -6,433 -28%
WAM
305
WNY Asset Management
New York
$1.77M +$271K +2,571 +18%
AIM
306
Alhambra Investment Management
Florida
$1.76M +$70K +664 +4%
FNWM
307
Financial Network Wealth Management
Utah
$1.76M -$449K -4,263 -20%
TF
308
Tompkins Financial
New York
$1.74M +$1.74M +16,485 New
FFA
309
Farther Finance Advisors
California
$1.72M +$245K +2,320 +17%
AWS
310
Arkfeld Wealth Strategies
Nebraska
$1.71M +$398K +3,783 +30%
FNT
311
First National Trust
Pennsylvania
$1.7M -$69.8K -662 -4%
EWA
312
EverSource Wealth Advisors
Alabama
$1.7M -$93.6K -888 -5%
Betterment LLC
313
Betterment LLC
New York
$1.67M +$949K +8,998 +132%
OGF
314
Orin Green Financial
California
$1.66M -$14.3K -136 -0.9%
BHWA
315
Beacon Harbor Wealth Advisors
Virginia
$1.65M
AWM
316
AE Wealth Management
Kansas
$1.65M +$289K +2,756 +21%
FHB
317
First Hawaiian Bank
Hawaii
$1.65M -$48.9K -464 -3%
SWA
318
Stratos Wealth Advisors
Ohio
$1.64M -$129K -1,224 -7%
MCWS
319
McKinley Carter Wealth Services
West Virginia
$1.64M -$104K -988 -6%
ATI
320
ARK & TLK Investments
Oklahoma
$1.62M +$1.62M +15,341 New
RVPG
321
Relative Value Partners Group
$1.58M -$2.12M -20,061 -57%
AWG
322
Altus Wealth Group
Colorado
$1.57M -$11.1K -105 -0.7%
Deutsche Bank
323
Deutsche Bank
Germany
$1.57M -$7.28K -69 -0.5%
FRA
324
Frank Rimerman Advisors
California
$1.52M -$162K -1,540 -10%
FFA
325
Fragasso Financial Advisors
Pennsylvania
$1.51M -$184K -1,744 -11%