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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
326
EverSource Wealth Advisors
Alabama
$1.44M -$240K -2,297 -14%
WB
327
Webster Bank
Connecticut
$1.44M
P
328
Pitcairn
Pennsylvania
$1.43M
OIA
329
OneDigital Investment Advisors
Kansas
$1.41M -$51K -487 -3%
SL
330
SWMG LLC
Texas
$1.41M +$54K +516 +4%
BCA
331
Bray Capital Advisors
Florida
$1.39M
RIM
332
Rockbridge Investment Management
New York
$1.39M
PA
333
Probity Advisors
Texas
$1.38M -$1.35M -12,848 -49%
AA
334
Advisory Alpha
Michigan
$1.36M +$509K +4,860 +60%
PL
335
Plancorp LLC
Missouri
$1.36M
MCA
336
Maryland Capital Advisors
Maryland
$1.34M -$26K -248 -2%
AIP
337
Ameritas Investment Partners
Nebraska
$1.34M +$15.1K +144 +1%
VCM
338
Vivaldi Capital Management
Illinois
$1.34M -$744K -7,105 -36%
TB
339
Treynor Bancshares
Iowa
$1.33M +$105 +1 +0%
HI
340
Human Investing
Oregon
$1.32M +$25.6K +244 +2%
SJGA
341
Stephen J. Garry & Associates
New York
$1.31M +$209 +2 +0%
FCA
342
FLC Capital Advisors
California
$1.31M
FA
343
Flagstar Advisors
New York
$1.3M +$620K +5,916 +91%
TWP
344
Total Wealth Planning
Ohio
$1.3M -$44.2K -422 -3%
PA
345
Parallel Advisors
California
$1.3M -$10.5K -100 -0.8%
PWM
346
Perigon Wealth Management
California
$1.29M -$773K -7,384 -37%
WT
347
Washington Trust
Rhode Island
$1.29M +$56.2K +537 +5%
CIA
348
Capital Investment Advisors
Georgia
$1.29M +$1.05K +10 +0.1%
TLFA
349
True Link Financial Advisors
California
$1.27M +$1.27M +12,100 New
PSCM
350
Per Stirling Capital Management
Texas
$1.24M +$84.9K +811 +7%