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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWCM
376
Godshalk Welsh Capital Management
Pennsylvania
$1.07M +$1.07M +10,200 New
MIA
377
MainStreet Investment Advisors
Illinois
$1.06M -$15.7K -150 -1%
LW
378
Linscomb Wealth
Texas
$1.05M
TCM
379
TruNorth Capital Management
Michigan
$1.05M +$1.05M +9,996 New
RPCA
380
Running Point Capital Advisors
California
$1.04M -$24.3K -232 -2%
AAM
381
Austin Asset Management
Texas
$1.03M +$23.6K +225 +2%
AAS
382
Avantax Advisory Services
Texas
$1.03M -$425K -4,054 -29%
PWM
383
Power Wealth Management
Georgia
$1.02M +$120K +1,148 +13%
SIC
384
Sigma Investment Counselors
Michigan
$1.02M -$180K -1,714 -15%
CFB
385
Cullen/Frost Bankers
Texas
$1.02M -$852K -8,134 -46%
Lido Advisors
386
Lido Advisors
California
$1.01M -$163K -1,558 -14%
HVIA
387
Hudson Valley Investment Advisors
New York
$1.01M +$251K +2,393 +33%
WCA
388
Westover Capital Advisors
Delaware
$1.01M -$134K -1,276 -12%
HP
389
Hilltop Partners
Indiana
$1M +$105 +1 +0%
HWP
390
Heritage Wealth Partners
Ohio
$997K
WLIM
391
White Lighthouse Investment Management
Massachusetts
$995K
FFA
392
Fragasso Financial Advisors
Pennsylvania
$989K -$513K -4,902 -34%
EFA
393
Evernest Financial Advisors
Indiana
$987K +$163K +1,555 +20%
MG
394
Mather Group
Illinois
$983K -$57.4K -544 -6%
CNC
395
Citizens & Northern Corp
Pennsylvania
$974K
CFG
396
Cosner Financial Group
Colorado
$973K +$220K +2,097 +29%
CFGS
397
Concourse Financial Group Securities
Alabama
$969K +$390K +3,724 +67%
GWMR
398
GC Wealth Management RIA
Massachusetts
$964K +$115K +1,097 +14%
CCG
399
Chatham Capital Group
Georgia
$961K +$157K +1,500 +20%
EFN
400
Equita Financial Network
Pennsylvania
$956K -$1,000K -9,549 -51%