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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
351
ARS Wealth Advisors
Florida
$377K +$377K +3,500 New
PCWA
352
Pacific Capital Wealth Advisors
California
$376K -$36.7K -341 -9%
BFA
353
Beacon Financial Advisory
Ohio
$369K
EIA
354
Eldridge Investment Advisors
New Hampshire
$367K
EWM
355
Empirical Wealth Management
Washington
$366K -$110K -1,023 -23%
FPW
356
Flagship Private Wealth
Massachusetts
$359K +$26K +241 +8%
RPCA
357
Running Point Capital Advisors
California
$358K +$150K +1,390 +72%
TNBTD
358
Trustmark National Bank Trust Department
Mississippi
$357K -$2.7K -25 -0.7%
BWM
359
BCS Wealth Management
Tennessee
$353K
HWM
360
Howard Wealth Management
Connecticut
$353K +$17.2K +160 +5%
WA
361
Wealth Alliance
New York
$349K +$349K +3,240 New
BRWA
362
B. Riley Wealth Advisors
Florida
$341K -$7.99K -74 -2%
CTFG
363
Capstone Triton Financial Group
Oklahoma
$336K
NFG
364
Next Financial Group
Texas
$336K +$78.7K +730 +31%
FFA
365
First Foundation Advisors
California
$334K
AL
366
ADE LLC
Maryland
$331K -$165K -1,534 -33%
PA
367
PFG Advisors
Arizona
$330K +$330K +3,058 New
EHC
368
Everett Harris & Co
California
$323K
CWA
369
Capital Wealth Alliance
Arizona
$318K -$292K -2,710 -48%
GP
370
Girard Partners
Pennsylvania
$318K -$43K -400 -12%
AIC
371
Ameritas Investment Company
Nebraska
$311K +$311K +2,881 New
AAS
372
Annex Advisory Services
Wisconsin
$310K +$56.3K +522 +22%
PA
373
Parallel Advisors
California
$309K +$309K +2,869 New
GWM
374
Geneos Wealth Management
Colorado
$305K +$108 +1 +0%
GWMIA
375
Global Wealth Management Investment Advisory
Florida
$300K +$141K +1,313 +89%