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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
326
Avantax Advisory Services
Texas
$558K +$105K +978 +23%
HSWM
327
Hubbell Strickland Wealth Management
Louisiana
$548K -$2.15K -20 -0.4%
SB
328
Strategic Blueprint
Georgia
$547K +$21.4K +199 +4%
HFA
329
High Falls Advisors
New York
$543K +$241K +2,239 +80%
WWM
330
Wiser Wealth Management
Georgia
$542K +$323 +3 +0.1%
BFEC
331
Benjamin F. Edwards & Company
Missouri
$520K -$9.04K -84 -2%
AFS
332
Access Financial Services
Minnesota
$516K -$937K -8,715 -64%
OWM
333
Orgel Wealth Management
Wisconsin
$513K +$80K +744 +18%
PWM
334
PBMares Wealth Management
Virginia
$509K +$646 +6 +0.1%
CAG
335
Crestwood Advisors Group
Massachusetts
$506K -$59.4K -552 -11%
RIM
336
Rockbridge Investment Management
New York
$506K +$2.26K +21 +0.4%
AF
337
Apexium Financial
Texas
$505K
WA
338
WBH Advisory
Maryland
$498K +$96K +892 +24%
PFA
339
Paradigm Financial Advisors
Missouri
$496K
MFS
340
McNamara Financial Services
Massachusetts
$495K +$128K +1,186 +35%
TIA
341
Traphagen Investment Advisors
New Jersey
$495K -$1.18K -11 -0.2%
ADL
342
Asset Dedication LLC
California
$493K -$79.3K -737 -14%
PPA
343
Parametric Portfolio Associates
Washington
$488K +$488K +4,539 New
BRWA
344
B. Riley Wealth Advisors
Florida
$480K +$140K +1,298 +41%
GWM
345
Geneos Wealth Management
Colorado
$464K +$160K +1,490 +53%
KA
346
Kovack Advisors
Florida
$463K +$12.3K +114 +3%
CFS
347
CRA Financial Services
New Jersey
$456K +$249K +2,316 +120%
CWS
348
Cypress Wealth Services
California
$444K +$54.8K +509 +14%
Fidelity Investments
349
Fidelity Investments
Massachusetts
$442K +$98.1K +912 +29%
CFGF
350
Compass Financial Group (Florida)
Florida
$436K