SUB icon

iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
451
Ally Invest Advisors
North Carolina
$687K +$217K +2,081 +46%
GFPC
452
Global Financial Private Client
Florida
$681K -$28.9K -278 -4%
MRWM
453
ML&R Wealth Management
Texas
$680K -$7.08K -68 -1%
CGFA
454
Colton Groome Financial Advisors
North Carolina
$671K +$186K +1,791 +38%
CTWM
455
Cherry Tree Wealth Management
Minnesota
$670K +$670K +6,438 New
CWM
456
Cornerstone Wealth Management
Missouri
$659K +$59K +567 +10%
TIA
457
Traphagen Investment Advisors
New Jersey
$649K +$179K +1,717 +38%
CIP
458
Capital Insight Partners
Arizona
$645K -$7.96M -76,509 -93%
HSBC Holdings
459
HSBC Holdings
United Kingdom
$644K -$388K -3,727 -38%
SXL
460
Summit X LLC
Missouri
$640K +$84.3K +810 +15%
CTA
461
Colonial Trust Advisors
South Carolina
$639K -$27.8K -267 -4%
IAA
462
Ironsides Asset Advisors
North Carolina
$633K
SHIM
463
Stone House Investment Management
Pennsylvania
$631K +$188K +1,810 +43%
GVAG
464
Great Valley Advisor Group
Delaware
$630K -$319K -3,060 -34%
CWM
465
Chesapeake Wealth Management
Virginia
$628K -$18.2K -175 -3%
HWA
466
HCR Wealth Advisors
California
$624K
WFPG
467
Waller Financial Planning Group
Ohio
$624K -$14.4K -138 -2%
AWA
468
Aletheian Wealth Advisors
Washington
$610K +$832 +8 +0.1%
BSSFA
469
Baron Silver Stevens Financial Advisors
Florida
$610K -$200K -1,921 -25%
CCG
470
Chatham Capital Group
Georgia
$609K
VWM
471
Venturi Wealth Management
Texas
$608K +$101K +974 +20%
WT
472
Whittier Trust
California
$604K +$36.8K +354 +6%
PPC
473
Park Place Capital
Alabama
$598K +$72K +692 +14%
TC
474
TAGStone Capital
North Carolina
$597K +$2.4K +23 +0.4%
CWS
475
Cypress Wealth Services
California
$593K -$83.2K -799 -12%