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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSIAS
426
Garden State Investment Advisory Services
New Jersey
$808K +$12.1K +116 +2%
AHC
427
Adell Harriman & Carpenter
Texas
$803K
EWA
428
ERTS Wealth Advisors
Michigan
$799K -$7.18K -69 -0.9%
CM
429
Columbus Macro
Pennsylvania
$785K -$3.02K -29 -0.4%
SAM
430
SP Asset Management
California
$780K
TF
431
Theory Financial
Colorado
$780K -$338K -3,246 -30%
CCFCSB
432
Cape Cod Five Cents Savings Bank
Massachusetts
$778K
RSWM
433
Robertson Stephens Wealth Management
California
$770K +$36.6K +352 +5%
PFA
434
Petra Financial Advisors
Colorado
$769K +$769K +7,394 New
CWM
435
Certus Wealth Management
California
$769K +$769K +7,389 New
Wealthfront Advisers
436
Wealthfront Advisers
California
$761K -$54.5K -524 -7%
CSPIA
437
Cary Street Partners Investment Advisory
Virginia
$761K
FIA
438
Foundations Investment Advisors
Arizona
$753K +$753K +7,239 New
AssetMark Inc
439
AssetMark Inc
California
$750K +$226K +2,171 +43%
CAMG
440
CWA Asset Management Group
Florida
$746K -$11K -106 -1%
T
441
TNF
Montana
$726K +$11.3K +109 +2%
SWP
442
Summit Wealth Partners
Florida
$724K +$2.91K +28 +0.4%
XF
443
XML Financial
Maryland
$717K -$118K -1,132 -14%
Susquehanna International Group
444
Susquehanna International Group
Pennsylvania
$716K +$716K +6,879 New
AG
445
Ascent Group
Virginia
$709K -$66.3K -640 -9%
MWP
446
Madison Wealth Partners
Wisconsin
$707K +$25.3K +243 +4%
PTC
447
Private Trust Company
Ohio
$706K +$576K +5,541 +445%
WANY
448
Wealthspire Advisors (New York)
New York
$699K -$198K -1,900 -22%
VNIM
449
Vaughan Nelson Investment Management
Texas
$694K -$3.85K -37 -0.6%
DIA
450
Dean Investment Associates
Ohio
$692K