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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHIM
426
Stone House Investment Management
Pennsylvania
$823K +$199K +1,934 +32%
CA
427
CoreCap Advisors
Michigan
$819K -$112K -1,092 -12%
PC
428
Prairiewood Capital
North Dakota
$818K
FSG
429
Financial Strategies Group
Michigan
$817K -$282K -2,738 -26%
TW
430
Towerpoint Wealth
California
$811K -$69.5K -676 -8%
RWP
431
Revolve Wealth Partners
New Jersey
$810K
GVAG
432
Great Valley Advisor Group
Delaware
$805K +$182K +1,766 +29%
VPP
433
Vertex Planning Partners
Illinois
$802K
FAFN
434
First Affirmative Financial Network
Colorado
$800K -$27K -262 -3%
AHC
435
Adell Harriman & Carpenter
Texas
$796K
EWA
436
ERTS Wealth Advisors
Michigan
$790K -$617 -6 -0.1%
PFA
437
Petra Financial Advisors
Colorado
$777K +$16.8K +163 +2%
EH
438
Equitable Holdings
New York
$773K -$36.1K -351 -4%
SAM
439
SP Asset Management
California
$771K
AssetMark Inc
440
AssetMark Inc
California
$769K +$27.8K +270 +4%
AA
441
Advisory Alpha
Michigan
$766K -$343K -3,331 -31%
CSPIA
442
Cary Street Partners Investment Advisory
Virginia
$752K
CAMG
443
CWA Asset Management Group
Florida
$745K +$6.48K +63 +0.9%
FAIM
444
Financial Advocates Investment Management
Washington
$742K +$417K +3,569 +128%
CMBA
445
C.M. Bidwell & Associates
Hawaii
$739K -$69.9K -680 -9%
SXL
446
Summit X LLC
Missouri
$731K +$97.9K +952 +15%
RFP
447
RCS Financial Planning
Maryland
$724K -$449K -4,365 -38%
FCI
448
Financial Counselors Inc
Kansas
$718K +$718K +6,977 New
SWP
449
ShoreHaven Wealth Partners
New Jersey
$717K +$407K +3,957 +131%
GWM
450
Geneos Wealth Management
Colorado
$714K +$340K +3,306 +91%