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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
401
PBMares Wealth Management
Virginia
$916K +$86.5K +826 +10%
RFC
402
Regions Financial Corp
Alabama
$905K -$586K -5,601 -39%
WANY
403
Wealthspire Advisors (New York)
New York
$903K +$46.6K +445 +5%
IA
404
IAM Advisory
Pennsylvania
$897K +$2.3K +22 +0.3%
VIM
405
Vista Investment Management
Pennsylvania
$893K +$38.8K +371 +5%
EH
406
Equitable Holdings
New York
$891K -$134K -1,281 -13%
SCA
407
Scott Capital Advisors
Oregon
$891K +$268K +2,562 +43%
FMP
408
Financial Management Professionals
Texas
$890K +$860K +8,213 +2,852%
FAFN
409
First Affirmative Financial Network
Colorado
$882K -$68.6K -655 -7%
BL
410
Balentine LLC
Georgia
$873K
FFA
411
Farther Finance Advisors
California
$869K -$89.6K -856 -9%
FSG
412
Financial Strategies Group
Michigan
$866K +$235K +2,246 +37%
KC
413
Kades & Cheifetz
Pennsylvania
$865K +$199K +1,904 +30%
PW
414
Peninsula Wealth
California
$860K +$83.2K +795 +11%
DWT
415
Dorsey & Whitney Trust
South Dakota
$857K -$315K -3,005 -27%
BAM
416
Belpointe Asset Management
Nevada
$854K -$219K -2,092 -20%
ACS
417
Archford Capital Strategies
Illinois
$844K +$7.66K +73 +0.9%
Citadel Advisors
418
Citadel Advisors
Florida
$841K +$841K +8,034 New
XF
419
XML Financial
Maryland
$840K +$10.4K +99 +1%
TF
420
Tompkins Financial
New York
$840K
HI
421
Harbour Investments
Wisconsin
$835K +$213K +2,035 +34%
KCM
422
KM Capital Management
Texas
$833K -$928K -8,866 -53%
PC
423
Prairiewood Capital
North Dakota
$832K
RPCA
424
Running Point Capital Advisors
California
$831K +$41.2K +394 +5%
AF
425
Apexium Financial
Texas
$831K -$968K -9,245 -54%