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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
426
Bristlecone Advisors
Washington
$224K +$224K +2,082 New
CAL
427
Capital Analysts LLC
Pennsylvania
$222K +$48.1K +446 +28%
KOMWMG
428
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$216 +2 +0.1%
JAG
429
Journey Advisory Group
Kentucky
$216K
ML
430
McAdam LLC
Pennsylvania
$216K +$3.23K +30 +2%
CFS
431
CRA Financial Services
New Jersey
$208K -$91.8K -850 -31%
CPSC
432
Carl P. Sherr & Co
Massachusetts
$208K
KCA
433
Karn Couzens & Associates
Connecticut
$208K
FI
434
Financial Insights
Washington
$207K
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$206K +$48.6K +451 +31%
PFGIA
436
Patriot Financial Group Insurance Agency
Massachusetts
$204K +$63.3K +588 +45%
CPA
437
Capital Planning Advisors
California
$203K
SFA
438
Sequoia Financial Advisors
Ohio
$201K -$7.45K -69 -4%
HBCM
439
Heron Bay Capital Management
Michigan
$201K
BCM
440
Brookstone Capital Management
Illinois
$200K
ADL
441
Asset Dedication LLC
California
$200K +$116K +1,084 +139%
JCM
442
Jacobi Capital Management
Pennsylvania
$195K -$95.9K -889 -33%
SAM
443
S.A. Mason
Michigan
$194K
CAL
444
Capital Advisors Ltd
Ohio
$191K
BW
445
Bison Wealth
Georgia
$188K -$234K -2,175 -55%
FPS
446
Fieldpoint Private Securities
Connecticut
$183K
Fidelity Investments
447
Fidelity Investments
Massachusetts
$175K +$55K +511 +46%
BWA
448
BDO Wealth Advisors
Florida
$167K -$53.9K -500 -24%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$166K
QCG
450
Quadrant Capital Group
Ohio
$163K -$40.2K -373 -20%