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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
376
Capital Wealth Alliance
Arizona
$320K +$1.4K +13 +0.4%
WANY
377
Wealthspire Advisors (New York)
New York
$314K -$322K -2,985 -51%
GWM
378
Geneos Wealth Management
Colorado
$305K
CPA
379
Capital Planning Advisors
California
$303K +$100K +928 +49%
HFA
380
High Falls Advisors
New York
$303K +$303K +2,813 New
GWMIA
381
Global Wealth Management Investment Advisory
Florida
$300K
SMA
382
Sage Mountain Advisors
Georgia
$299K
CASB
383
Cape Ann Savings Bank
Massachusetts
$298K
SVWAG
384
Sound View Wealth Advisors Group
Georgia
$297K
Bessemer Group
385
Bessemer Group
New Jersey
$296K
YIA
386
YHB Investment Advisors
Connecticut
$295K
GP
387
Girard Partners
Pennsylvania
$294K -$24.2K -225 -8%
BTWM
388
Baker Tilly Wealth Management
Wisconsin
$293K
EWM
389
Endurance Wealth Management
Rhode Island
$293K
VIM
390
Vista Investment Management
Pennsylvania
$293K +$293K +2,718 New
NDSI
391
Newman Dignan & Sheerar Inc
Rhode Island
$291K +$647 +6 +0.2%
PA
392
Parallel Advisors
California
$283K -$26K -241 -8%
CFA
393
Cahill Financial Advisors
Minnesota
$282K
EWM
394
Empirical Wealth Management
Washington
$280K -$86K -799 -24%
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$73.1K +679 +36%
BA
396
Ballast Advisors
Minnesota
$276K -$113K -1,051 -29%
DADC
397
D.A. Davidson & Co
Montana
$275K +$33.6K +311 +14%
CFB
398
Cullen/Frost Bankers
Texas
$274K +$266K +2,472 +3,482%
WDG
399
Wealth Dimensions Group
Ohio
$270K
BHWM
400
Bar Harbor Wealth Management
New Hampshire
$270K