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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
376
Wealthfront Advisers
California
$978K +$439K +4,133 +81%
CA
377
CGN Advisors
Kansas
$973K -$66.3K -624 -6%
PWA
378
Physician Wealth Advisors
Utah
$971K -$120K -1,136 -11%
Lido Advisors
379
Lido Advisors
California
$970K
AWP
380
Avid Wealth Partners
Texas
$964K +$755K +7,113 +362%
CFG
381
Cosner Financial Group
Colorado
$960K
RF
382
RHS Financial
California
$956K -$44K -414 -4%
SF
383
Summit Financial
New Jersey
$952K -$58.4K -550 -6%
SPA
384
Shore Point Advisors
New Jersey
$951K -$531 -5 -0.1%
FFA
385
Fragasso Financial Advisors
Pennsylvania
$936K -$106 -1 -0%
CCG
386
Chatham Capital Group
Georgia
$921K
MG
387
Mather Group
Illinois
$900K -$161K -1,517 -15%
CPBTD
388
Central Pacific Bank - Trust Division
Hawaii
$888K
AG
389
Ascent Group
Virginia
$883K +$228K +2,143 +35%
NB
390
NBT Bank
New York
$877K +$877K +8,255 New
FAFN
391
First Affirmative Financial Network
Colorado
$875K +$34.3K +323 +4%
PC
392
Prairiewood Capital
North Dakota
$869K
SFMG
393
Sage Financial Management Group
Virginia
$866K +$866K +8,157 New
GWMR
394
GC Wealth Management RIA
Massachusetts
$861K
WCA
395
Westover Capital Advisors
Delaware
$850K -$10.1K -95 -1%
LW
396
Linscomb Wealth
Texas
$836K -$96.6K -910 -10%
RWP
397
Revolve Wealth Partners
New Jersey
$831K -$5.31K -50 -0.6%
GA
398
Greenspring Advisors
Maryland
$830K
WHCI
399
W.H. Cornerstone Investments
Massachusetts
$830K +$4.25K +40 +0.5%
VPP
400
Vertex Planning Partners
Illinois
$828K