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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TB
351
Treynor Bancshares
Iowa
$1.29M -$52.5K -505 -4%
CIA
352
Capital Investment Advisors
Georgia
$1.29M -$328K -3,154 -20%
FCIM
353
Fairview Capital Investment Management
California
$1.28M
AC
354
AlphaCore Capital
California
$1.28M -$90.7K -872 -7%
AIP
355
Ameritas Investment Partners
Nebraska
$1.27M -$3.75K -36 -0.3%
UL
356
Unionview LLC
Washington
$1.24M -$609K -5,851 -33%
PWM
357
Perigon Wealth Management
California
$1.24M -$23K -221 -2%
NWM
358
Northwest Wealth Management
Iowa
$1.24M -$480K -4,610 -28%
HI
359
Human Investing
Oregon
$1.21M +$64.7K +622 +6%
PWA
360
Physician Wealth Advisors
Utah
$1.19M +$8.41K +81 +0.7%
SRC
361
Shufro Rose & Co
New York
$1.19M -$273K -2,628 -19%
RFP
362
RCS Financial Planning
Maryland
$1.19M +$174K +1,676 +17%
WSFS
363
Wilmington Savings Fund Society
Delaware
$1.16M +$385K +3,699 +49%
FFA
364
Farther Finance Advisors
California
$1.16M +$293K +2,819 +34%
NL
365
NWAM LLC
Washington
$1.13M +$455K +4,376 +67%
SB
366
Strategic Blueprint
Georgia
$1.13M -$57.4K -552 -5%
BIA
367
Bell Investment Advisors
California
$1.13M -$193K -1,854 -15%
AA
368
Advisory Alpha
Michigan
$1.12M -$64.3K -618 -5%
WTC
369
WhitTier Trust Company
Nevada
$1.11M
AWAG
370
ARS Wealth Advisors Group
Florida
$1.11M
FSG
371
Financial Strategies Group
Michigan
$1.11M +$249K +2,391 +29%
FCA
372
FLC Capital Advisors
California
$1.09M -$357K -3,432 -25%
HIP
373
HUB Investment Partners
Texas
$1.09M
ACS
374
Archford Capital Strategies
Illinois
$1.08M +$237K +2,272 +28%
PSCM
375
Per Stirling Capital Management
Texas
$1.07M +$208 +2 +0%