SUB icon

iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WLIM
401
White Lighthouse Investment Management
Massachusetts
$977K
TCBWMS
402
Texas Capital Bank Wealth Management Services
Texas
$977K -$43.5K -423 -4%
SF
403
Summit Financial
New Jersey
$974K -$1.44K -14 -0.1%
MWM
404
Meridian Wealth Management
Kentucky
$972K +$972K +9,446 New
HI
405
Harbour Investments
Wisconsin
$950K -$19.1K -186 -2%
BJL
406
Brighton Jones LLC
Washington
$941K +$411 +4 +0%
PPC
407
Park Place Capital
Alabama
$939K +$347K +3,374 +59%
SB
408
Strategic Blueprint
Georgia
$924K -$193K -1,879 -17%
MA
409
Mutual Advisors
Nebraska
$917K -$102K -993 -10%
HS
410
Horan Securities
United States
$917K -$120K -1,164 -12%
BL
411
Balentine LLC
Georgia
$916K -$20.7K -201 -2%
PWM
412
PBMares Wealth Management
Virginia
$911K -$30.6K -297 -3%
HIF
413
Hill Island Financial
Michigan
$902K -$29.6K -288 -3%
WWM
414
Wiser Wealth Management
Georgia
$894K +$11.5K +112 +1%
Barclays
415
Barclays
United Kingdom
$885K -$5.29M -51,451 -86%
AC
416
AlphaCore Capital
California
$884K -$380K -3,697 -30%
VIM
417
Vista Investment Management
Pennsylvania
$881K -$100K -972 -10%
ACS
418
Archford Capital Strategies
Illinois
$876K -$185K -1,796 -17%
AIA
419
Ally Invest Advisors
North Carolina
$871K +$192K +1,871 +28%
KC
420
Kades & Cheifetz
Pennsylvania
$867K +$16.5K +160 +2%
CFC
421
Client First Capital
California
$857K +$281K +2,732 +49%
FPW
422
Flagship Private Wealth
Massachusetts
$853K -$81.8K -795 -9%
NFP
423
Narus Financial Partners
Utah
$850K +$15.4K +150 +2%
AHC
424
Anderson Hoagland & Co
Missouri
$828K +$298K +2,894 +56%
RPCA
425
Running Point Capital Advisors
California
$826K -$18.4K -179 -2%