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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
426
Hendershot Investments
Virginia
$248K +$1.94K +18 +0.8%
BWG
427
Beta Wealth Group
California
$247K
SIM
428
Studio Investment Management
Illinois
$247K +$247K +2,300 New
SFG
429
StrategIQ Financial Group
Indiana
$246K -$17.2K -160 -7%
AIC
430
Ameritas Investment Company
Nebraska
$246K +$166K +1,538 +206%
GP
431
Girard Partners
Pennsylvania
$245K -$47.7K -445 -16%
HWAM
432
Hennion & Walsh Asset Management
New Jersey
$242K +$242K +2,250 New
AWG
433
Altus Wealth Group
Colorado
$240K +$32.5K +302 +16%
BPWM
434
Badgley Phelps Wealth Managers
Washington
$237K +$237K +2,200 New
EBT
435
Enterprise Bank & Trust
Massachusetts
$235K -$12.9K -120 -5%
OGF
436
Orin Green Financial
California
$232K -$5.5K -51 -2%
RFC
437
Regions Financial Corp
Alabama
$231K +$231K +2,142 New
WFA
438
Wipfli Financial Advisors
Wisconsin
$228K
HDIM
439
Hanson & Doremus Investment Management
Vermont
$228K +$49.9K +464 +28%
BSWM
440
Boston Standard Wealth Management
Massachusetts
$228K +$228K +2,123 New
RSWM
441
Robertson Stephens Wealth Management
California
$226K -$4.95K -46 -2%
IAIM
442
International Assets Investment Management
Florida
$222K +$222K +2,066 New
PS
443
Portfolio Solutions
Michigan
$221K +$221K +2,055 New
ML
444
McAdam LLC
Pennsylvania
$218K +$645 +6 +0.3%
SMA
445
Sage Mountain Advisors
Georgia
$215K -$82.8K -770 -28%
SVWAG
446
Sound View Wealth Advisors Group
Georgia
$215K -$80.6K -750 -27%
JAG
447
Journey Advisory Group
Kentucky
$215K
FWP
448
FAS Wealth Partners
Kansas
$212K -$747K -6,950 -78%
CPSC
449
Carl P. Sherr & Co
Massachusetts
$208K
KCA
450
Karn Couzens & Associates
Connecticut
$208K