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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
376
Sage Mountain Advisors
Georgia
$299K
CASB
377
Cape Ann Savings Bank
Massachusetts
$298K
SVWAG
378
Sound View Wealth Advisors Group
Georgia
$297K
Bessemer Group
379
Bessemer Group
New Jersey
$296K
YIA
380
YHB Investment Advisors
Connecticut
$295K -$40.4K -375 -12%
EWM
381
Endurance Wealth Management
Rhode Island
$293K
BTWM
382
Baker Tilly Wealth Management
Wisconsin
$293K
SG
383
StoneX Group
New York
$292K +$10.5K +97 +4%
SPC
384
Sigma Planning Corp
Michigan
$291K +$291K +2,701 New
NDSI
385
Newman Dignan & Sheerar Inc
Rhode Island
$290K +$538 +5 +0.2%
CFA
386
Cahill Financial Advisors
Minnesota
$282K +$41.9K +388 +17%
RA
387
RFG Advisory
Alabama
$280K -$34K -316 -11%
HCM
388
HMS Capital Management
Tennessee
$280K +$280K +2,593 New
HI
389
Harbour Investments
Wisconsin
$280K +$280K +2,596 New
KeyBank National Association
390
KeyBank National Association
Ohio
$279K
FM
391
Foster & Motley
Ohio
$276K +$276K +2,560 New
UR
392
USCA RIA
Texas
$270K
WDG
393
Wealth Dimensions Group
Ohio
$270K
BHWM
394
Bar Harbor Wealth Management
New Hampshire
$270K +$270K +2,500 New
BSB
395
Bangor Savings Bank
Maine
$269K
C1AG
396
Client 1st Advisory Group
Florida
$266K
FNT
397
First National Trust
Pennsylvania
$262K
BCM
398
Brasada Capital Management
Texas
$260K
SSWM
399
Sheets Smith Wealth Management
North Carolina
$258K -$10.8K -100 -4%
AWMS
400
Advocacy Wealth Management Services
Georgia
$255K