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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
351
Strategic Blueprint
Georgia
$666K -$113K -1,083 -15%
ACS
352
Archford Capital Strategies
Illinois
$650K -$135K -1,295 -17%
AWM
353
Avitas Wealth Management
California
$643K -$252K -2,413 -28%
FAIM
354
Financial Advocates Investment Management
Washington
$643K -$12.9K -123 -2%
WPC
355
White Pine Capital
Minnesota
$639K -$143K -1,362 -18%
IAA
356
Ironsides Asset Advisors
North Carolina
$638K
VIM
357
Vista Investment Management
Pennsylvania
$633K +$79.8K +763 +14%
ACM
358
Antonetti Capital Management
Florida
$628K +$31.4K +300 +5%
TCA
359
Transcend Capital Advisors
New Jersey
$627K -$186K -1,783 -23%
SL
360
SWMG LLC
Texas
$626K -$256K -2,445 -29%
EWA
361
EverSource Wealth Advisors
Alabama
$623K +$378K +3,619 +155%
OFG
362
Orcam Financial Group
California
$618K -$230K -2,200 -27%
CM
363
Columbus Macro
Pennsylvania
$616K +$13.9K +133 +2%
BWP
364
Bernardo Wealth Planning
Pennsylvania
$609K +$38.2K +366 +7%
CWM
365
Cornerstone Wealth Management
Missouri
$602K -$331K -3,165 -35%
WL
366
WIT LLC
District of Columbia
$601K -$94.9M -907,643 -99%
OWM
367
Orgel Wealth Management
Wisconsin
$590K +$92.9K +888 +19%
DI
368
Disciplined Investments
Oklahoma
$585K -$220K -2,103 -27%
AA
369
Auxano Advisors
Washington
$583K +$583K +5,575 New
HNB
370
Huntington National Bank
Ohio
$579K -$665K
FVWA
371
Foster Victor Wealth Advisors
South Carolina
$576K
CISOA
372
Capital Investment Services of America
Wisconsin
$564K
CWS
373
Cypress Wealth Services
California
$562K +$105K +1,007 +23%
BFA
374
Beacon Financial Advisory
Ohio
$555K +$418 +4 +0.1%
CA
375
Continuum Advisory
Idaho
$554K +$136K +1,306 +32%