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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
376
Regal Investment Advisors
Michigan
$1.08M +$313K +2,992 +41%
YIA
377
YHB Investment Advisors
Connecticut
$1.08M -$198K -1,890 -15%
PSCM
378
Per Stirling Capital Management
Texas
$1.08M +$102K +972 +10%
CFG
379
Carr Financial Group
Massachusetts
$1.05M
HSBC Holdings
380
HSBC Holdings
United Kingdom
$1.04M -$314K -2,996 -23%
WCA
381
Westover Capital Advisors
Delaware
$1.04M +$53.9K +515 +5%
NFG
382
Northeast Financial Group
Pennsylvania
$1.03M +$26.7K +254 +3%
WCFA
383
Walkner Condon Financial Advisors
Wisconsin
$1.03M +$50.1K +479 +5%
FFP
384
FourThought Financial Partners
Florida
$1.02M
RFP
385
RCS Financial Planning
Maryland
$1.02M +$23.3K +223 +2%
LJAC
386
L.J. Altfest & Co
New York
$1.02M
AAM
387
Austin Asset Management
Texas
$1.02M -$26.8K -256 -3%
HS
388
Horan Securities
United States
$1.01M -$161K -1,542 -14%
OAP
389
One Advisory Partners
Kansas
$1M -$348K -3,328 -26%
FPW
390
Flagship Private Wealth
Massachusetts
$997K -$131K -1,254 -12%
TW
391
Towerpoint Wealth
California
$996K -$48.2K -460 -5%
JSW
392
Journey Strategic Wealth
New Jersey
$995K -$737K -7,036 -43%
WLIM
393
White Lighthouse Investment Management
Massachusetts
$994K
CA
394
Continuum Advisory
Idaho
$992K +$140K +1,340 +16%
KWM
395
Kingsview Wealth Management
Oregon
$986K -$48.4K -462 -5%
TIAM2
396
Tru Independence Asset Management 2
Oregon
$974K +$974K +9,300 New
GVAG
397
Great Valley Advisor Group
Delaware
$954K -$5.96K -57 -0.6%
HIF
398
Hill Island Financial
Michigan
$942K -$10.2K -98 -1%
MA
399
Montag & Associates
Georgia
$930K -$7.01K -67 -0.7%
MMA
400
Miracle Mile Advisors
California
$929K -$3.03M -28,934 -77%