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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
376
Archvest Wealth Advisors
California
$1.07M -$23.2K -223 -2%
FA
377
FC Advisory
Pennsylvania
$1.06M +$255K +2,450 +32%
HS
378
Horan Securities
United States
$1.05M +$46.4K +446 +5%
CFG
379
Carr Financial Group
Massachusetts
$1.04M
TCBWMS
380
Texas Capital Bank Wealth Management Services
Texas
$1.03M -$362K -3,478 -26%
MA
381
Mutual Advisors
Nebraska
$1.03M -$111K -1,070 -10%
WCFA
382
Walkner Condon Financial Advisors
Wisconsin
$1.03M +$10.4K +100 +1%
CA
383
Continuum Advisory
Idaho
$1.02M +$38.4K +369 +4%
WCA
384
Westover Capital Advisors
Delaware
$1.02M -$6.97K -67 -0.7%
JSW
385
Journey Strategic Wealth
New Jersey
$1.02M +$27.7K +266 +3%
Lido Advisors
386
Lido Advisors
California
$1.02M -$899K -8,645 -47%
HWP
387
Heritage Wealth Partners
Ohio
$1.01M +$1.01M +9,755 New
MMA
388
Miracle Mile Advisors
California
$999K +$75.2K +723 +8%
AAM
389
Austin Asset Management
Texas
$998K -$12.5K -120 -1%
VIM
390
Vista Investment Management
Pennsylvania
$992K +$104K +1,000 +12%
CWA
391
Continuum Wealth Advisors
New York
$991K +$219K +2,103 +28%
WLIM
392
White Lighthouse Investment Management
Massachusetts
$988K
SF
393
Summit Financial
New Jersey
$986K +$508K +4,887 +106%
ACP
394
Aviance Capital Partners
Florida
$982K +$231K +2,224 +31%
HI
395
Harbour Investments
Wisconsin
$981K +$150K +1,444 +18%
SCA
396
Scott Capital Advisors
Oregon
$974K +$88.2K +848 +10%
RIA
397
Regal Investment Advisors
Michigan
$972K -$106K -1,015 -10%
OAP
398
One Advisory Partners
Kansas
$956K -$41.7K -401 -4%
PWM
399
PBMares Wealth Management
Virginia
$952K +$42.3K +407 +5%
BJL
400
Brighton Jones LLC
Washington
$952K -$141K -1,357 -13%