SUB icon

iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GW
451
GW & Wade
Massachusetts
$208K
DADC
452
D.A. Davidson & Co
Montana
$207K -$66.9K -622 -24%
FI
453
Financial Insights
Washington
$207K
OWA
454
Octavia Wealth Advisors
Ohio
$207K +$207K +1,923 New
TCB
455
Texas Capital Bancshares
Texas
$201K
HBCM
456
Heron Bay Capital Management
Michigan
$200K
BAM
457
Belpointe Asset Management
Nevada
$197K +$197K +1,832 New
SAM
458
S.A. Mason
Michigan
$194K
CAL
459
Capital Advisors Ltd
Ohio
$191K
FPS
460
Fieldpoint Private Securities
Connecticut
$183K
LWM
461
Liberty Wealth Management
California
$181K +$169K +1,566 +1,450%
QCG
462
Quadrant Capital Group
Ohio
$163K +$215 +2 +0.1%
OIA
463
Optimum Investment Advisors
Illinois
$161K
GIA
464
Goodwin Investment Advisory
Georgia
$156K +$156K +1,437 New
KFS
465
Kelly Financial Services
Massachusetts
$155K -$6.96M -64,644 -98%
APW
466
Acima Private Wealth
Virginia
$150K
AssetMark Inc
467
AssetMark Inc
California
$143K +$16.3K +151 +13%
BCA
468
Bray Capital Advisors
Florida
$141K
BWA
469
BDO Wealth Advisors
Florida
$140K -$26.9K -250 -16%
TCWA
470
Ten Capital Wealth Advisors
Washington
$134K
AA
471
Ancora Advisors
Ohio
$133K -$41.2K -384 -24%
CQS
472
Credential Qtrade Securities
$127K
SMG
473
Spectrum Management Group
Indiana
$127K +$70.1K +652 +123%
CFA
474
Carroll Financial Associates
North Carolina
$126K -$133K -1,244 -51%
JCM
475
Jacobi Capital Management
Pennsylvania
$121K -$9.05K -84 -7%