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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
351
Total Wealth Planning
Ohio
$1.16M
RPCA
352
Running Point Capital Advisors
California
$1.16M +$46.5K +438 +4%
GVAG
353
Great Valley Advisor Group
Delaware
$1.15M +$199K +1,873 +21%
BCA
354
Bray Capital Advisors
Florida
$1.14M
AWAG
355
ARS Wealth Advisors Group
Florida
$1.14M
WP
356
WealthShield Partners
North Carolina
$1.13M +$22.8K +215 +2%
FSG
357
Financial Strategies Group
Michigan
$1.13M +$147K +1,388 +15%
AWA
358
Aaron Wealth Advisors
Illinois
$1.12M
PFA
359
Pure Financial Advisors
California
$1.11M +$317K +2,987 +40%
VWA
360
VERITY Wealth Advisors
United States
$1.1M
ZIM
361
Zacks Investment Management
Illinois
$1.09M +$228K +2,145 +26%
LPT
362
Legacy Private Trust
Wisconsin
$1.08M -$294K -2,766 -21%
SCA
363
Scott Capital Advisors
Oregon
$1.08M +$57.9K +545 +6%
TCM
364
TruNorth Capital Management
Michigan
$1.07M +$4.04K +38 +0.4%
EFG
365
Everhart Financial Group
Ohio
$1.07M -$174K -1,640 -14%
HIF
366
Hill Island Financial
Michigan
$1.06M -$25.3K -238 -2%
OP
367
ORG Partners
Indiana
$1.06M -$333K -3,136 -24%
ACA
368
Aptus Capital Advisors
Alabama
$1.05M -$758K -7,141 -42%
SWP
369
Strategic Wealth Partners
Ohio
$1.05M -$110K -1,040 -10%
SIC
370
Sigma Investment Counselors
Michigan
$1.03M
AAM
371
Austin Asset Management
Texas
$1.02M
EFA
372
Evernest Financial Advisors
Indiana
$1.01M +$43.6K +411 +5%
HP
373
Hilltop Partners
Indiana
$997K -$20K -188 -2%
CFGS
374
Concourse Financial Group Securities
Alabama
$989K -$33.9K -319 -3%
KC
375
Kades & Cheifetz
Pennsylvania
$986K +$111K +1,049 +13%