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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
401
McBroom & Associates
Nevada
$949K +$4.19K +40 +0.4%
TWM
402
Trinity Wealth Management
Pennsylvania
$946K -$1.01M -9,683 -52%
AFG
403
Altiora Financial Group
Ohio
$945K
BJL
404
Brighton Jones LLC
Washington
$943K -$15.1K -144 -2%
OWM
405
Orgel Wealth Management
Wisconsin
$935K -$112M -1,073,230 -99%
FSG
406
Financial Strategies Group
Michigan
$934K +$78.5K +752 +9%
SCM
407
Steele Capital Management
Iowa
$930K -$19.9K -190 -2%
SPA
408
Shore Point Advisors
New Jersey
$925K +$18.2K +174 +2%
ACP
409
Aviance Capital Partners
Florida
$925K -$78K -745 -8%
WP
410
WealthShield Partners
North Carolina
$900K -$18.7K -179 -2%
WHCI
411
W.H. Cornerstone Investments
Massachusetts
$893K -$170K -1,624 -16%
HWMC
412
Heritage Wealth Management (California)
California
$891K +$1.36K +13 +0.2%
SAG
413
SageView Advisory Group
California
$881K +$881K +9,651 New
PGA
414
Portland Global Advisors
Maine
$877K -$1.62M -15,475 -65%
TFA
415
Tobias Financial Advisors
Florida
$865K
RF
416
RHS Financial
California
$856K +$228K +2,181 +36%
CPBTD
417
Central Pacific Bank - Trust Division
Hawaii
$847K +$847K +8,106 New
TFG
418
Tilson Financial Group
New Jersey
$830K -$587K -5,605 -41%
PC
419
Prairiewood Capital
North Dakota
$828K -$4.92K -47 -0.6%
CAM
420
Cresset Asset Management
Illinois
$827K -$1.15M -10,965 -58%
RWP
421
Revolve Wealth Partners
New Jersey
$825K
SFMG
422
Sage Financial Management Group
Virginia
$819K +$207K +1,977 +34%
VPP
423
Vertex Planning Partners
Illinois
$817K
PFA
424
Pure Financial Advisors
California
$816K +$28.1K +268 +4%
SF
425
Summit Financial
New Jersey
$815K -$167K -1,593 -17%