SUB icon

iShares Short-Term National Muni Bond ETF

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
326
RGT Wealth Advisors
Texas
$1.23M -$1.2M -11,424 -49%
CFD
327
Creative Financial Designs
Indiana
$1.23M +$1.19M +11,390 +3,571%
BFM
328
Broadview Financial Management
Wisconsin
$1.22M -$460K -4,394 -27%
FSWA
329
Financial Synergies Wealth Advisors
Texas
$1.22M +$1.22M +11,641 New
WCFA
330
Walkner Condon Financial Advisors
Wisconsin
$1.22M -$78.1K -746 -6%
CCFCSB
331
Cape Cod Five Cents Savings Bank
Massachusetts
$1.22M +$1.22M +11,609 New
BF
332
Brooklyn FI
New York
$1.21M -$3.84M -18,647 -76%
WTC
333
WhitTier Trust Company
Nevada
$1.2M
OPWM
334
Oakwell Private Wealth Management
Texas
$1.18M -$69K -659 -6%
BFG
335
Beacon Financial Group
Texas
$1.17M
HTC
336
Haverford Trust Company
Pennsylvania
$1.17M +$35.3K +337 +3%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$1.16M -$151K -1,439 -11%
RFP
338
Roth Financial Partners
Texas
$1.16M +$1.16M +11,054 New
MA
339
Montag & Associates
Georgia
$1.15M -$912K -8,712 -44%
SWA
340
Stratos Wealth Advisors
Ohio
$1.15M +$364K +3,480 +47%
CL
341
CPWM LLC
Washington
$1.14M +$592K +5,655 +108%
HCM
342
Highview Capital Management
Illinois
$1.14M +$1.14M +10,877 New
AWAG
343
ARS Wealth Advisors Group
Florida
$1.12M
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$928K +8,869 +501%
B
345
Bailard
California
$1.11M +$1.11M +10,625 New
BAAM
346
Baker Avenue Asset Management
California
$1.11M +$1.11M +10,585 New
EK
347
Evensky & Katz
Florida
$1.11M +$1.11M +10,557 New
MHR
348
Matthew Hamilton Rosenberg
$1.1M +$822K +7,848 +300%
FFA
349
Fragasso Financial Advisors
Pennsylvania
$1.1M -$117K -1,122 -10%
ECM
350
Exchange Capital Management
Michigan
$1.09M +$87.5K +836 +9%