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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ML
326
Mayport LLC
Massachusetts
$1.51M +$52.7K +500 +4%
BWP
327
Bernardo Wealth Planning
Pennsylvania
$1.5M +$765K +7,260 +105%
GA
328
Greenspring Advisors
Maryland
$1.48M -$910K -8,635 -38%
OIA
329
OneDigital Investment Advisors
Kansas
$1.47M -$816K -7,742 -36%
HTC
330
Haverford Trust Company
Pennsylvania
$1.47M +$42.1K +399 +3%
AAS
331
Avantax Advisory Services
Texas
$1.46M -$1.23M -11,634 -46%
WB
332
Webster Bank
Connecticut
$1.45M +$1.45M +13,731 New
P
333
Pitcairn
Pennsylvania
$1.44M
BAMG
334
Brand Asset Management Group
Missouri
$1.43M
MLRA
335
Main Line Retirement Advisors
Montana
$1.43M +$1.43M +13,557 New
TFG
336
Tilson Financial Group
New Jersey
$1.43M -$197K -1,869 -12%
MWM
337
McNaughton Wealth Management
California
$1.42M +$60.7K +576 +4%
FCIM
338
Fairview Capital Investment Management
California
$1.41M +$105K +1,000 +8%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$1.41M +$1.05M +9,919 +289%
CWM
340
Certus Wealth Management
California
$1.4M +$265K +2,517 +23%
ZIM
341
Zacks Investment Management
Illinois
$1.4M +$18.7K +177 +1%
BCA
342
Bray Capital Advisors
Florida
$1.4M +$35.3K +335 +3%
RFC
343
Regions Financial Corp
Alabama
$1.4M +$763K +7,234 +121%
RIM
344
Rockbridge Investment Management
New York
$1.39M
MCA
345
Maryland Capital Advisors
Maryland
$1.38M -$948K -8,987 -41%
PL
346
Plancorp LLC
Missouri
$1.37M
SL
347
SWMG LLC
Texas
$1.37M -$114K -1,079 -8%
SQA
348
Simon Quick Advisors
New Jersey
$1.36M -$580K -5,501 -30%
TWP
349
Total Wealth Planning
Ohio
$1.35M -$242K -2,295 -15%
DI
350
DFPG Investments
Utah
$1.35M -$188K -1,786 -12%