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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
326
Northern Trust
Illinois
$1.57M +$1.57M +15,215 New
GT
327
Glenview Trust
Kentucky
$1.56M +$66K +642 +4%
TWP
328
Total Wealth Planning
Ohio
$1.56M +$1.56M +15,143 New
IMA
329
Investment Management Associates
Colorado
$1.55M
EK
330
Evensky & Katz
Florida
$1.55M +$148K +1,439 +11%
AWG
331
Altus Wealth Group
Colorado
$1.54M +$1.54M +15,010 New
FT
332
Fiduciary Trust
Massachusetts
$1.54M
Deutsche Bank
333
Deutsche Bank
Germany
$1.54M
DI
334
DFPG Investments
Utah
$1.51M -$317K -3,054 -17%
EFG
335
Everhart Financial Group
Ohio
$1.46M +$16.9K +164 +1%
Financial Engines Advisors
336
Financial Engines Advisors
California
$1.46M -$398K -3,871 -21%
TPCW
337
TD Private Client Wealth
New York
$1.46M +$111K +1,075 +8%
WAM
338
WNY Asset Management
New York
$1.46M +$1.46M +14,175 New
CFG
339
Cosner Financial Group
Colorado
$1.46M
SL
340
SWMG LLC
Texas
$1.44M +$51.6K +502 +4%
FFA
341
Farther Finance Advisors
California
$1.44M +$293K +2,844 +26%
HFA
342
High Falls Advisors
New York
$1.42M +$99.8K +970 +8%
ML
343
Mayport LLC
Massachusetts
$1.42M
P
344
Pitcairn
Pennsylvania
$1.4M
BAMG
345
Brand Asset Management Group
Missouri
$1.39M +$44.6K +434 +3%
HTC
346
Haverford Trust Company
Pennsylvania
$1.39M -$89K -865 -6%
RIM
347
Rockbridge Investment Management
New York
$1.36M
ZIM
348
Zacks Investment Management
Illinois
$1.35M -$29.4K -286 -2%
LW
349
Linscomb Wealth
Texas
$1.35M -$558K -5,425 -29%
CCG
350
Cypress Capital Group
Florida
$1.35M -$171K -1,659 -11%