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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KC
401
Kingfisher Capital
North Carolina
$480K +$418 +4 +0.1%
GLLW
402
Graves Light Lenhart Wealth
Virginia
$478K -$11.8M -113,224 -96%
PWM
403
PBMares Wealth Management
Virginia
$473K -$17.4K -166 -4%
AR
404
Apeiron RIA
Texas
$472K -$418K -4,026 -47%
T
405
TNF
Montana
$470K +$40.3K +388 +9%
KeyBank National Association
406
KeyBank National Association
Ohio
$468K +$102K +972 +28%
HCA
407
Harbour Capital Advisors
Virginia
$467K -$39.3K -375 -8%
MC
408
Moors & Cabot
Massachusetts
$450K
KA
409
Kovack Advisors
Florida
$449K
PS
410
Portfolio Solutions
Michigan
$449K +$220K +2,101 +96%
AFC
411
AFT Forsyth & Company
Florida
$448K -$153K -1,460 -25%
CAG
412
Compass Advisory Group
New York
$446K -$639K -6,119 -59%
EWS
413
Evergreen Wealth Solutions
Pennsylvania
$445K +$445K +4,250 New
PB
414
Pinnacle Bancorp
Nebraska
$443K +$163K +1,563 +58%
Fidelity Investments
415
Fidelity Investments
Massachusetts
$438K -$10.9K -104 -2%
KCA
416
Karn Couzens & Associates
Connecticut
$435K +$435K +4,156 New
NWM
417
NEIRG Wealth Management
Massachusetts
$429K -$929K -8,874 -68%
CFGF
418
Compass Financial Group (Florida)
Florida
$424K
RWP
419
Revolve Wealth Partners
New Jersey
$422K -$772K -7,376 -65%
CFS
420
CRA Financial Services
New Jersey
$412K
TF
421
Theory Financial
Colorado
$411K -$6.49K -62 -2%
PO
422
Private Ocean
California
$400K
WF
423
Warner Financial
Maryland
$396K +$198K +1,894 +100%
WWM
424
Western Wealth Management
Colorado
$395K +$143K +1,375 +57%
CDIA
425
Capital Directions Investment Advisors
Georgia
$391K +$78.5K +750 +25%