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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PL
351
Plancorp LLC
Missouri
$1.34M
AWM
352
AE Wealth Management
Kansas
$1.33M -$98.9K -961 -7%
BCA
353
Bray Capital Advisors
Florida
$1.33M -$6.69K -65 -0.5%
MWM
354
McNaughton Wealth Management
California
$1.33M -$149K -1,447 -10%
PWM
355
Perigon Wealth Management
California
$1.32M +$91.2K +887 +7%
USAA
356
United Services Automobile Association
Texas
$1.32M -$216K -2,102 -14%
PA
357
Parallel Advisors
California
$1.32M +$18K +175 +1%
AIP
358
Ameritas Investment Partners
Nebraska
$1.3M +$43.3K +421 +3%
AWS
359
Arkfeld Wealth Strategies
Nebraska
$1.29M -$6.48K -63 -0.5%
PA
360
PFG Advisors
Arizona
$1.28M -$167K -1,621 -12%
TB
361
Treynor Bancshares
Iowa
$1.28M +$2.37K +23 +0.2%
CIA
362
Capital Investment Advisors
Georgia
$1.27M +$1.13K +11 +0.1%
FCIM
363
Fairview Capital Investment Management
California
$1.27M
FCBT
364
First Citizens Bank & Trust
North Carolina
$1.25M -$230K -2,232 -16%
CA
365
Continuum Advisory
Idaho
$1.24M +$230K +2,238 +23%
NWM
366
Northwest Wealth Management
Iowa
$1.22M
MA
367
McBroom & Associates
Nevada
$1.21M -$83.1K -808 -6%
GC
368
Grimes & Company
Massachusetts
$1.2M -$61.6M -598,965 -98%
UL
369
Unionview LLC
Washington
$1.2M -$30K -292 -2%
CCWA
370
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M -$124K -1,208 -10%
PWA
371
Physician Wealth Advisors
Utah
$1.17M -$14.3K -139 -1%
HI
372
Human Investing
Oregon
$1.17M -$24.6K -239 -2%
CG
373
Cynosure Group
Utah
$1.17M +$1.17M +11,337 New
RIA
374
Regal Investment Advisors
Michigan
$1.16M +$201K +1,954 +21%
Lido Advisors
375
Lido Advisors
California
$1.16M +$152K +1,477 +15%