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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TB
351
Treynor Bancshares
Iowa
$1.34M +$34.3K +325 +3%
AIP
352
Ameritas Investment Partners
Nebraska
$1.33M +$5.48K +52 +0.4%
RW
353
Rede Wealth
Virginia
$1.33M -$935K -8,864 -41%
SJGA
354
Stephen J. Garry & Associates
New York
$1.32M +$1.32M +12,533 New
FCA
355
FLC Capital Advisors
California
$1.32M +$142K +1,343 +12%
PA
356
Parallel Advisors
California
$1.32M -$32.6K -309 -2%
SPC
357
Sigma Planning Corp
Michigan
$1.31M -$1.3M -12,303 -50%
HI
358
Human Investing
Oregon
$1.3M +$107K +1,015 +9%
CIA
359
Capital Investment Advisors
Georgia
$1.3M -$8.33K -79 -0.6%
EMAM
360
Encompass More Asset Management
California
$1.29M +$1.29M +12,194 New
GA
361
GSG Advisors
New Jersey
$1.28M +$1.28M +12,112 New
AAS
362
Ameritas Advisory Services
Nebraska
$1.27M -$929K -8,827 -42%
GW
363
GW & Wade
Massachusetts
$1.26M +$1.26M +11,976 New
WT
364
Washington Trust
Rhode Island
$1.24M +$1.24M +11,796 New
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$1.21M +$665K +6,305 +122%
CWA
366
Continuum Wealth Advisors
New York
$1.21M +$180K +1,706 +17%
SIC
367
Sigma Investment Counselors
Michigan
$1.2M +$780K +7,396 +183%
PWA
368
Physician Wealth Advisors
Utah
$1.2M +$5.14K +49 +0.4%
CG
369
Cynosure Group
Utah
$1.2M
CCWA
370
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M -$9.91K -94 -0.8%
Lido Advisors
371
Lido Advisors
California
$1.18M -$7.7K -73 -0.6%
SCA
372
Scott Capital Advisors
Oregon
$1.17M +$45.2K +429 +4%
EFG
373
Everhart Financial Group
Ohio
$1.17M -$333K -3,160 -22%
NFP
374
Narus Financial Partners
Utah
$1.16M +$293K +2,782 +34%
PSCM
375
Per Stirling Capital Management
Texas
$1.16M +$31.5K +299 +3%