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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
401
Wedmont Private Capital
Pennsylvania
$820K +$151K +1,423 +23%
AFG
402
Atomi Financial Group
New York
$819K +$203K +1,915 +33%
KPWG
403
KFA Private Wealth Group
Virginia
$818K +$213K +2,008 +35%
SB
404
Strategic Blueprint
Georgia
$815K +$82.5K +777 +11%
SGCA
405
Steel Grove Capital Advisors
Tennessee
$812K -$326K -3,064 -29%
CMBA
406
C.M. Bidwell & Associates
Hawaii
$810K +$45.2K +426 +6%
BSTWA
407
Blake Schutter Theil Wealth Advisors
Ohio
$806K +$806K +7,593 New
PWM
408
Power Wealth Management
Georgia
$806K +$62K +584 +8%
VIM
409
Vista Investment Management
Pennsylvania
$806K +$55.8K +525 +7%
DCM
410
Donaldson Capital Management
Indiana
$805K -$1.59K -15 -0.2%
HWP
411
Heritage Wealth Partners
Ohio
$802K -$92.9K -875 -10%
DWT
412
Dorsey & Whitney Trust
South Dakota
$791K +$27.9K +263 +4%
CCM
413
Carlson Capital Management
Minnesota
$789K +$97.1K +914 +14%
RPA
414
Rock Point Advisors
Vermont
$782K +$2.66K +25 +0.3%
TFG
415
Tilson Financial Group
New Jersey
$778K +$778K +7,327 New
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$778K
ACS
417
Archford Capital Strategies
Illinois
$762K -$48.5K -458 -6%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$749K +$178K +1,676 +31%
CFG
419
Carr Financial Group
Massachusetts
$748K +$3.29K +31 +0.4%
RW
420
Rede Wealth
Virginia
$747K +$21.1K +199 +3%
BFA
421
Beaumont Financial Advisors
Massachusetts
$744K
DWS
422
Dynamic Wealth Strategies
California
$740K -$22.4K -211 -3%
FA
423
FF Advisors
California
$739K -$70.9K -670 -9%
STA
424
Smith Thornton Advisors
Alabama
$737K +$51.4K +484 +7%
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$736K +$135K +1,271 +22%