SUB icon

iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
376
FLC Capital Advisors
California
$1.15M +$69.1K +672 +6%
WCA
377
Westover Capital Advisors
Delaware
$1.14M +$125K +1,215 +12%
CWM
378
Certus Wealth Management
California
$1.11M +$349K +3,390 +46%
JSW
379
Journey Strategic Wealth
New Jersey
$1.1M +$98.7K +960 +10%
PSCM
380
Per Stirling Capital Management
Texas
$1.1M +$41.9K +407 +4%
AWAG
381
ARS Wealth Advisors Group
Florida
$1.1M
SCA
382
Scott Capital Advisors
Oregon
$1.1M +$134K +1,298 +14%
SFMG
383
Sage Financial Management Group
Virginia
$1.08M +$1.08M +10,467 New
HIP
384
HUB Investment Partners
Texas
$1.07M
HP
385
Hilltop Partners
Indiana
$1.07M -$446K -4,336 -29%
AWA
386
Archvest Wealth Advisors
California
$1.06M
SWP
387
Strategic Wealth Partners
Ohio
$1.06M -$420K -4,084 -28%
PW
388
Peninsula Wealth
California
$1.05M +$156K +1,520 +17%
CST
389
Charles Schwab Trust
Nevada
$1.05M +$1.05M +10,231 New
PFA
390
Pure Financial Advisors
California
$1.05M +$626K +6,083 +147%
ABC
391
Associated Banc-Corp
Wisconsin
$1.05M +$1.05M +10,205 New
ACP
392
Aviance Capital Partners
Florida
$1.04M +$74.4K +723 +8%
OAP
393
One Advisory Partners
Kansas
$1.03M +$87.7K +853 +9%
FA
394
FC Advisory
Pennsylvania
$1.02M -$27.9K -271 -3%
IA
395
IAM Advisory
Pennsylvania
$1.02M +$126K +1,225 +14%
MG
396
Mather Group
Illinois
$1.01M -$670K -6,516 -40%
CWA
397
Continuum Wealth Advisors
New York
$1M +$24.1K +234 +2%
AAM
398
Austin Asset Management
Texas
$987K
HWP
399
Heritage Wealth Partners
Ohio
$983K -$20K -194 -2%
WFA
400
West Financial Advisors
Iowa
$978K -$11.6M -112,441 -92%