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iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
426
Vista Investment Management
Pennsylvania
$738K
CFD
427
Creative Financial Designs
Indiana
$737K +$3.87K +37 +0.5%
CFG
428
Carr Financial Group
Massachusetts
$733K +$106K +1,011 +17%
PWM
429
Power Wealth Management
Georgia
$733K -$288K -2,753 -28%
BFA
430
Beaumont Financial Advisors
Massachusetts
$733K +$233K +2,225 +47%
CF
431
Cyr Financial
Illinois
$727K +$727K +6,952 New
RFC
432
Regions Financial Corp
Alabama
$723K +$78.4K +750 +12%
SB
433
Strategic Blueprint
Georgia
$721K -$51.9K -496 -7%
RW
434
Rede Wealth
Virginia
$714K
AIA
435
Armor Investment Advisors
North Carolina
$711K -$41.7K -399 -6%
NWM
436
Northwest Wealth Management
Iowa
$699K -$90.2K -863 -11%
DIA
437
Dean Investment Associates
Ohio
$695K
AssetMark Inc
438
AssetMark Inc
California
$690K -$407K -3,895 -37%
PA
439
PFG Advisors
Arizona
$688K -$39.9K -382 -5%
DB
440
Dravo Bay
Delaware
$686K +$3.87K +37 +0.6%
VNIM
441
Vaughan Nelson Investment Management
Texas
$683K
CCM
442
Carlson Capital Management
Minnesota
$682K +$258K +2,465 +61%
MA
443
McBroom & Associates
Nevada
$677K -$270K -2,585 -29%
STA
444
Smith Thornton Advisors
Alabama
$675K +$675K +6,459 New
IWM
445
IHT Wealth Management
Illinois
$675K +$675K +6,454 New
WT
446
Whittier Trust
California
$668K
CFGF
447
Compass Financial Group (Florida)
Florida
$668K -$1.88K -18 -0.3%
WPC
448
Wedmont Private Capital
Pennsylvania
$663K +$135K +1,290 +26%
WCM
449
Wealthcare Capital Management
Virginia
$660K
WA
450
WBH Advisory
Maryland
$654K +$116K +1,107 +22%