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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
326
Everhart Financial Group
Ohio
$1.47M -$92.4K -883 -6%
SRC
327
Shufro Rose & Co
New York
$1.47M -$346K -3,307 -19%
AHC
328
Anderson Hoagland & Co
Missouri
$1.46M -$113K -1,077 -7%
FCA
329
FLC Capital Advisors
California
$1.46M +$29.5K +282 +2%
ML
330
Mayport LLC
Massachusetts
$1.45M +$8.37K +80 +0.6%
P
331
Pitcairn
Pennsylvania
$1.43M +$1.43M +13,641 New
MA
332
McBroom & Associates
Nevada
$1.41M -$408K -3,897 -22%
Lazard Asset Management
333
Lazard Asset Management
New York
$1.41M -$1.41M
MHR
334
Matthew Hamilton Rosenberg
$1.41M -$311K -2,969 -18%
TCBWMS
335
Texas Capital Bank Wealth Management Services
Texas
$1.4M -$281K -2,686 -17%
MWM
336
McNaughton Wealth Management
California
$1.4M -$211K -2,015 -13%
CCWA
337
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.39M -$383K -3,654 -22%
CCG
338
Cypress Capital Group
Florida
$1.39M -$370K -3,530 -21%
AC
339
AlphaCore Capital
California
$1.38M +$1.38M +13,168 New
BAMG
340
Brand Asset Management Group
Missouri
$1.37M
PL
341
Plancorp LLC
Missouri
$1.36M +$1.36M +13,000 New
BFM
342
Broadview Financial Management
Wisconsin
$1.36M -$201K -1,922 -13%
PFO
343
Pathstone Family Office
New Jersey
$1.35M -$73.5M -702,527 -98%
TB
344
Treynor Bancshares
Iowa
$1.35M +$1.05K +10 +0.1%
SWM
345
Seed Wealth Management
Illinois
$1.35M -$309K -2,950 -19%
EK
346
Evensky & Katz
Florida
$1.34M -$288K -2,747 -18%
FLA
347
Financial Life Advisors
Texas
$1.34M +$72.3K +691 +6%
SCA
348
Sandy Cove Advisors
Massachusetts
$1.33M +$1.33M +12,743 New
BIA
349
Bell Investment Advisors
California
$1.33M -$18K -172 -1%
PA
350
Parallel Advisors
California
$1.32M +$834K +7,971 +172%