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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
426
Revolve Wealth Partners
New Jersey
$825K -$134K -1,276 -14%
Wealthfront Advisers
427
Wealthfront Advisers
California
$820K +$4.5K +43 +0.6%
VPP
428
Vertex Planning Partners
Illinois
$816K
WHCI
429
W.H. Cornerstone Investments
Massachusetts
$815K +$74.3K +710 +10%
BSSFA
430
Baron Silver Stevens Financial Advisors
Florida
$814K -$124K -1,186 -13%
FA
431
FC Advisory
Pennsylvania
$812K -$18.9K -181 -2%
EWA
432
ERTS Wealth Advisors
Michigan
$812K -$403K -3,850 -33%
AHC
433
Adell Harriman & Carpenter
Texas
$810K -$36.1K -345 -4%
GSIAS
434
Garden State Investment Advisory Services
New Jersey
$801K +$245K +2,338 +44%
MLA
435
My Legacy Advisors
Oregon
$794K -$41.3K -394 -5%
Janney Montgomery Scott
436
Janney Montgomery Scott
Pennsylvania
$791K -$2.26M -21,552 -74%
CM
437
Columbus Macro
Pennsylvania
$790K +$56.7K +543 +8%
SFS
438
Sowell Financial Services
Arkansas
$789K -$1.35M -12,882 -63%
CMBA
439
C.M. Bidwell & Associates
Hawaii
$787K
SAM
440
SP Asset Management
California
$785K
WSFS
441
Wilmington Savings Fund Society
Delaware
$784K -$11M -105,110 -93%
Betterment LLC
442
Betterment LLC
New York
$784K +$8.48K +81 +1%
AG
443
Ascent Group
Virginia
$783K -$68.9K -658 -8%
CCFCSB
444
Cape Cod Five Cents Savings Bank
Massachusetts
$783K -$35.9K -343 -4%
CWA
445
Continuum Wealth Advisors
New York
$777K -$110K -1,048 -12%
LFS
446
Legacy Financial Strategies
Kansas
$772K +$228K +2,182 +42%
FT
447
Fiduciary Trust
Massachusetts
$772K
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
$765K
CAMG
449
CWA Asset Management Group
Florida
$762K -$28K -267 -4%
ACP
450
Aviance Capital Partners
Florida
$755K -$314 -3 -0%