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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
451
Salem Investment Counselors
North Carolina
$162K
OIA
452
Optimum Investment Advisors
Illinois
$162K
APW
453
Acima Private Wealth
Virginia
$151K
DAC
454
Dividend Assets Capital
South Carolina
$146K
BCA
455
Bray Capital Advisors
Florida
$142K +$21.6K +200 +18%
TCWA
456
Ten Capital Wealth Advisors
Washington
$134K +$134K +1,244 New
CQS
457
Credential Qtrade Securities
$128K
HCC
458
Hirtle Callaghan & Co
Pennsylvania
$125K -$125K
MAM
459
Meeder Asset Management
Ohio
$106K -$3.14K -29 -3%
TFS
460
TrustCore Financial Services
Tennessee
$105K -$12.8K -118 -11%
CWA
461
Clearview Wealth Advisors
Oregon
$105K +$215 +2 +0.2%
WT
462
Washington Trust
Rhode Island
$102K
GAM
463
Gemmer Asset Management
California
$94K -$1.29K -12 -1%
IFAM
464
Institutional & Family Asset Management
Colorado
$82K +$82K +760 New
SC
465
SouthState Corp
Florida
$78K
SIAP
466
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$73K
EP
467
Eudaimonia Partners
Tennessee
$63K +$5.63K +52 +10%
SMG
468
Spectrum Management Group
Indiana
$57K +$57K +529 New
AWM
469
AllSquare Wealth Management
New York
$54K
SSWG
470
Seven Springs Wealth Group
Tennessee
$51K
BCWM
471
Bartlett & Co Wealth Management
Ohio
$50.2K
BC
472
Bartlett & Co
Ohio
$50K
EW
473
Element Wealth
Mississippi
$50K
Lazard Asset Management
474
Lazard Asset Management
New York
$48K -$48K
CAM
475
Caprin Asset Management
Virginia
$48K