SUB icon

iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
326
Avantax Advisory Services
Texas
$454K +$225K +2,086 +98%
ZIM
327
Zacks Investment Management
Illinois
$454K +$454K +4,214 New
KA
328
Kovack Advisors
Florida
$452K -$647 -6 -0.1%
HS
329
Horan Securities
United States
$449K -$5.82K -54 -1%
CFGF
330
Compass Financial Group (Florida)
Florida
$437K
FFA
331
First Foundation Advisors
California
$436K +$102K +947 +31%
FAIM
332
Financial Advocates Investment Management
Washington
$436K +$436K +4,043 New
WA
333
Wealth Architects
California
$435K +$49.9K +462 +13%
OWM
334
Orgel Wealth Management
Wisconsin
$434K +$3.12K +29 +0.7%
DWM
335
Destination Wealth Management
California
$426K -$68.9K -639 -14%
CIP
336
Capital Insight Partners
Arizona
$420K -$95.7K -888 -19%
HWM
337
Howard Wealth Management
Connecticut
$419K +$65.7K +610 +19%
LPWM
338
Lake Point Wealth Management
Texas
$417K +$417K +3,868 New
DWT
339
Dorsey & Whitney Trust
South Dakota
$414K -$17.4K -161 -4%
FHA
340
First Horizon Advisors
Tennessee
$414K
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$414K
RPCA
342
Running Point Capital Advisors
California
$412K +$54K +501 +15%
LSAG
343
Lake Street Advisors Group
New Hampshire
$407K +$108 +1 +0%
CRCM
344
Corbett Road Capital Management
Virginia
$404K -$166K -1,543 -29%
WA
345
WBH Advisory
Maryland
$403K +$403K +3,733 New
WCF
346
West Coast Financial
California
$398K
PCWA
347
Pacific Capital Wealth Advisors
California
$398K +$21.9K +203 +6%
TFF
348
The Family Firm
Maryland
$396K -$10.2K -95 -3%
SFP
349
Strategic Financial Planning
Texas
$393K -$14K -130 -3%
CWS
350
Cypress Wealth Services
California
$390K -$320K -2,971 -45%