SUB icon

iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
426
HMS Capital Management
Tennessee
$229K -$50K -465 -18%
WFA
427
Wipfli Financial Advisors
Wisconsin
$229K +$229K +2,120 New
OAP
428
One Advisory Partners
Kansas
$220K +$220K +2,038 New
FAT
429
First American Trust
California
$219K +$219K +2,031 New
ML
430
McAdam LLC
Pennsylvania
$218K +$1.51K +14 +0.7%
JAG
431
Journey Advisory Group
Kentucky
$216K
PWMG
432
Pinnacle Wealth Management Group
Michigan
$216K +$216K +2,000 New
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$214K +$7.98K +74 +4%
AWG
434
Altus Wealth Group
Colorado
$208K -$16.7K -155 -7%
CPSC
435
Carl P. Sherr & Co
Massachusetts
$208K
KCA
436
Karn Couzens & Associates
Connecticut
$208K
CFS
437
CRA Financial Services
New Jersey
$208K +$108 +1 +0.1%
GW
438
GW & Wade
Massachusetts
$208K +$208K +1,930 New
OWA
439
One Wealth Advisors
California
$206K +$206K +1,913 New
BPB
440
Badgley, Phelps & Bell
Washington
$205K -$43.2K -400 -17%
SFA
441
Sequoia Financial Advisors
Ohio
$201K
HBCM
442
Heron Bay Capital Management
Michigan
$201K
TCB
443
Texas Capital Bancshares
Texas
$201K +$201K +1,867 New
SAM
444
S.A. Mason
Michigan
$194K
CAL
445
Capital Advisors Ltd
Ohio
$191K
FPS
446
Fieldpoint Private Securities
Connecticut
$184K
HDIM
447
Hanson & Doremus Investment Management
Vermont
$179K -$50.1K -464 -22%
AA
448
Ancora Advisors
Ohio
$175K -$515K -4,779 -75%
BWA
449
BDO Wealth Advisors
Florida
$167K
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$166K