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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HP
401
Hilltop Partners
Indiana
$1.01M -$90.4K -857 -8%
ACP
402
Aviance Capital Partners
Florida
$1.01M -$61.6K -584 -6%
WLIM
403
White Lighthouse Investment Management
Massachusetts
$1M
HWP
404
Heritage Wealth Partners
Ohio
$997K -$10.6K -101 -1%
SF
405
Summit Financial
New Jersey
$988K -$9.91K -94 -1%
CNC
406
Citizens & Northern Corp
Pennsylvania
$980K +$980K +9,296 New
WANY
407
Wealthspire Advisors (New York)
New York
$968K +$446K +4,226 +85%
BJL
408
Brighton Jones LLC
Washington
$965K -$105 -1 -0%
GC
409
Grimes & Company
Massachusetts
$965K -$269K -2,547 -22%
SCM
410
Steele Capital Management
Iowa
$956K +$956K +9,072 New
AFG
411
Altiora Financial Group
Ohio
$951K +$483K +4,582 +103%
MA
412
McBroom & Associates
Nevada
$951K -$292K -2,774 -24%
AssetMark Inc
413
AssetMark Inc
California
$946K +$157K +1,490 +20%
KC
414
Kades & Cheifetz
Pennsylvania
$943K +$54.7K +519 +6%
HI
415
Harbour Investments
Wisconsin
$934K -$40.5K -384 -4%
HIF
416
Hill Island Financial
Michigan
$930K +$5.38K +51 +0.6%
WP
417
WealthShield Partners
North Carolina
$925K -$1.66M -15,753 -64%
SPA
418
Shore Point Advisors
New Jersey
$913K +$346K +3,278 +61%
PWM
419
Power Wealth Management
Georgia
$908K +$908K +8,613 New
FA
420
FF Advisors
California
$904K +$904K +8,570 New
HWMC
421
Heritage Wealth Management (California)
California
$896K +$896K +8,498 New
BRIA
422
Balanced Rock Investment Advisors
Massachusetts
$881K +$881K +8,354 New
CFC
423
Client First Capital
California
$878K
MWC
424
MBM Wealth Consultants
Missouri
$874K +$277K +2,633 +46%
TFA
425
Tobias Financial Advisors
Florida
$871K -$5.8M -55,038 -87%