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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
451
Delap Wealth Advisory
Oregon
$742K -$10.5K -100 -1%
RSWM
452
Robertson Stephens Wealth Management
California
$738K +$3.66K +35 +0.5%
CPW
453
Catalyst Private Wealth
California
$730K
SWP
454
Summit Wealth Partners
Florida
$725K +$2.09K +20 +0.3%
GFPC
455
Global Financial Private Client
Florida
$717K -$10.2K -97 -1%
T
456
TNF
Montana
$717K
VNIM
457
Vaughan Nelson Investment Management
Texas
$702K -$3.66K -35 -0.5%
DIA
458
Dean Investment Associates
Ohio
$696K
MRWM
459
ML&R Wealth Management
Texas
$692K -$654K -6,244 -49%
JSA
460
Jacobson & Schmitt Advisors
Wisconsin
$691K -$523K -4,997 -43%
MWP
461
Madison Wealth Partners
Wisconsin
$686K -$15.2K -145 -2%
WA
462
WBH Advisory
Maryland
$682K +$682K +6,517 New
NL
463
NWAM LLC
Washington
$681K -$1.15M -10,947 -63%
CWS
464
Cypress Wealth Services
California
$680K -$102K -978 -13%
LA
465
LexAurum Advisors
Kansas
$675K -$466K -4,453 -41%
CTA
466
Colonial Trust Advisors
South Carolina
$671K -$43.7K -417 -6%
OHIS
467
Oak Harvest Investment Services
Texas
$664K +$664K +6,344 New
SIS
468
Strategic Investment Solutions
Illinois
$658K +$11.8K +113 +2%
WFAG
469
Worth Financial Advisory Group
North Carolina
$653K +$385K +3,680 +144%
FC
470
FCA Corp
Texas
$652K -$68.4K -653 -9%
AIA
471
Armor Investment Advisors
North Carolina
$652K -$65.7K -628 -9%
CWM
472
Chesapeake Wealth Management
Virginia
$651K +$25.6K +245 +4%
WFPG
473
Waller Financial Planning Group
Ohio
$642K +$66.2K +632 +11%
IAA
474
Ironsides Asset Advisors
North Carolina
$639K
PIMG
475
Patriot Investment Management Group
Tennessee
$635K