SUB icon

iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
351
Journey Strategic Wealth
New Jersey
$1.24M +$93.5K +893 +8%
SCA
352
Scott Capital Advisors
Oregon
$1.24M +$78K +747 +7%
MWM
353
McNaughton Wealth Management
California
$1.23M -$186K -1,779 -13%
Northern Trust
354
Northern Trust
Illinois
$1.22M +$1.22M +11,660 New
MWC
355
MBM Wealth Consultants
Missouri
$1.22M +$349K +3,328 +40%
CFP
356
Cascade Financial Partners
California
$1.21M +$1.21M +11,630 New
CWA
357
Continuum Wealth Advisors
New York
$1.21M +$4.5K +43 +0.4%
ZIM
358
Zacks Investment Management
Illinois
$1.19M -$203K -1,938 -15%
CG
359
Cynosure Group
Utah
$1.19M
EFG
360
Everhart Financial Group
Ohio
$1.18M +$25.4K +243 +2%
FA
361
FC Advisory
Pennsylvania
$1.18M +$118K +1,122 +11%
PWA
362
Physician Wealth Advisors
Utah
$1.16M -$30.6K -293 -3%
GVAG
363
Great Valley Advisor Group
Delaware
$1.16M +$109K +1,042 +10%
CCG
364
Cypress Capital Group
Florida
$1.15M +$558K +5,325 +94%
HIF
365
Hill Island Financial
Michigan
$1.14M +$218K +2,082 +24%
CFP
366
Catalyst Financial Partners
Massachusetts
$1.13M -$2.13M -20,418 -65%
CCWA
367
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M -$52.4K -500 -4%
AIA
368
Ally Invest Advisors
North Carolina
$1.12M +$93.5K +893 +9%
AWAG
369
ARS Wealth Advisors Group
Florida
$1.12M
CWS
370
Confluence Wealth Services
Pennsylvania
$1.12M +$636K +6,075 +132%
SWP
371
Strategic Wealth Partners
Ohio
$1.11M +$60.6K +579 +6%
AssetMark Inc
372
AssetMark Inc
California
$1.1M +$159K +1,522 +17%
WANY
373
Wealthspire Advisors (New York)
New York
$1.08M +$120K +1,150 +13%
VWA
374
VERITY Wealth Advisors
United States
$1.08M +$269K +2,568 +33%
NL
375
NWAM LLC
Washington
$1.08M -$679K -6,484 -39%