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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
351
First Horizon Advisors
Tennessee
$1.44M -$923K -8,855 -39%
ML
352
Mayport LLC
Massachusetts
$1.43M
USAA
353
United Services Automobile Association
Texas
$1.43M -$165K -1,584 -10%
CFGF
354
Compass Financial Group (Florida)
Florida
$1.43M -$29.2K -280 -2%
AR
355
Apeiron RIA
Texas
$1.42M +$338K +3,237 +31%
FCA
356
FLC Capital Advisors
California
$1.42M +$473K +4,539 +50%
PWM
357
Perigon Wealth Management
California
$1.41M +$132K +1,266 +10%
Lazard Asset Management
358
Lazard Asset Management
New York
$1.41M -$35K
BAMG
359
Brand Asset Management Group
Missouri
$1.37M
SSW
360
Stone Summit Wealth
Florida
$1.36M +$705K +6,759 +108%
OAP
361
One Advisory Partners
Kansas
$1.35M +$602K +5,769 +81%
HSBC Holdings
362
HSBC Holdings
United Kingdom
$1.35M +$1.35M +12,912 New
TB
363
Treynor Bancshares
Iowa
$1.34M -$100K -959 -7%
BIA
364
Bell Investment Advisors
California
$1.34M -$67.4K -646 -5%
MRWM
365
ML&R Wealth Management
Texas
$1.34M +$283K +2,712 +27%
FCIM
366
Fairview Capital Investment Management
California
$1.34M +$1.01M +9,700 +310%
EWA
367
EverSource Wealth Advisors
Alabama
$1.33M +$420K +4,026 +46%
AWM
368
AE Wealth Management
Kansas
$1.33M -$334K -3,204 -20%
CAAS
369
Capital Asset Advisory Services
Michigan
$1.32M +$1.32M +20,805 New
FCBT
370
First Citizens Bank & Trust
North Carolina
$1.3M -$393K -3,769 -23%
HTC
371
Haverford Trust Company
Pennsylvania
$1.29M +$27.7K +266 +2%
YIA
372
YHB Investment Advisors
Connecticut
$1.27M -$1.09M -10,458 -46%
FLA
373
Financial Life Advisors
Texas
$1.26M +$1.26M +12,089 New
LWMG
374
Levy Wealth Management Group
Pennsylvania
$1.25M +$819K +7,857 +188%
HI
375
Human Investing
Oregon
$1.25M -$5.02M -48,103 -80%