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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MI
401
Moneywise Inc
Virginia
$254K +$324 +3 +0.1%
BFM
402
Broadview Financial Management
Wisconsin
$253K -$11.6K -108 -4%
EBT
403
Enterprise Bank & Trust
Massachusetts
$253K
W
404
Wealthquest
Ohio
$252K +$15.2K +141 +6%
BBA
405
BLB&B Advisors
Pennsylvania
$249K
BPB
406
Badgley, Phelps & Bell
Washington
$248K -$97K -900 -28%
SFG
407
StrategIQ Financial Group
Indiana
$246K +$42.2K +392 +21%
CA
408
Continuum Advisory
Idaho
$246K +$246K +2,277 New
MFS
409
McNamara Financial Services
Massachusetts
$244K +$244K +2,256 New
CT
410
Cambridge Trust
Massachusetts
$243K
HCM
411
Howland Capital Management
Massachusetts
$243K +$243K +2,250 New
RC
412
Rinet Company
Massachusetts
$243K +$243K +2,250 New
DADC
413
D.A. Davidson & Co
Montana
$241K -$499K -4,630 -67%
GVAG
414
Great Valley Advisor Group
Delaware
$241K -$25.9K -241 -10%
PB
415
Pinnacle Bancorp
Nebraska
$241K +$59.9K +555 +33%
HB
416
Homrich & Berg
Georgia
$237K -$23K -214 -9%
IIC
417
Ironwood Investment Counsel
Arizona
$235K -$36.6K -340 -13%
CFA
418
Carroll Financial Associates
North Carolina
$234K +$6.57K +61 +3%
FP
419
Financial Perspectives
Minnesota
$232K +$232K +25,014 New
AAS
420
Avantax Advisory Services
Texas
$230K +$230K +2,122 New
HDIM
421
Hanson & Doremus Investment Management
Vermont
$229K
RSWM
422
Robertson Stephens Wealth Management
California
$226K
AWG
423
Altus Wealth Group
Colorado
$225K -$176K -1,629 -44%
1WA
424
180 Wealth Advisors
Washington
$224K -$45.4K -422 -17%
CB
425
CNB Bank
Pennsylvania
$224K