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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BL
401
Balentine LLC
Georgia
$948K +$80.1K +770 +9%
FPW
402
Flagship Private Wealth
Massachusetts
$945K -$45.7K -439 -5%
HIF
403
Hill Island Financial
Michigan
$943K +$1.04K +10 +0.1%
CA
404
CoreCap Advisors
Michigan
$942K +$942K +9,053 New
SWM
405
Seed Wealth Management
Illinois
$936K -$405K -3,890 -30%
SWA
406
Stratos Wealth Advisors
Ohio
$933K +$349K +3,354 +60%
RFC
407
Regions Financial Corp
Alabama
$920K +$20.8K +200 +2%
PW
408
Peninsula Wealth
California
$907K +$52.9K +508 +6%
IA
409
IAM Advisory
Pennsylvania
$903K +$11.5K +111 +1%
WWM
410
Wiser Wealth Management
Georgia
$893K +$356K +3,422 +66%
TW
411
Towerpoint Wealth
California
$891K -$98.8K -950 -10%
KWM
412
Kingsview Wealth Management
Oregon
$875K -$105K -1,008 -11%
KC
413
Kades & Cheifetz
Pennsylvania
$860K +$520 +5 +0.1%
DWT
414
Dorsey & Whitney Trust
South Dakota
$857K +$4.68K +45 +0.5%
RPCA
415
Running Point Capital Advisors
California
$855K +$28.2K +271 +3%
NFP
416
Narus Financial Partners
Utah
$844K -$259K -2,490 -23%
FAFN
417
First Affirmative Financial Network
Colorado
$836K -$40.2K -386 -5%
TF
418
Tompkins Financial
New York
$835K
PC
419
Prairiewood Capital
North Dakota
$827K
RWP
420
Revolve Wealth Partners
New Jersey
$820K
CMBA
421
C.M. Bidwell & Associates
Hawaii
$818K +$35.8K +344 +5%
EH
422
Equitable Holdings
New York
$818K -$67.8K -652 -8%
WHCI
423
W.H. Cornerstone Investments
Massachusetts
$814K +$3.33K +32 +0.4%
VPP
424
Vertex Planning Partners
Illinois
$811K
MLA
425
My Legacy Advisors
Oregon
$808K +$19.5K +187 +2%