SUB icon

iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WHCI
451
W.H. Cornerstone Investments
Massachusetts
$714K -$90.8K -882 -11%
BWP
452
Bernardo Wealth Planning
Pennsylvania
$714K +$136K +1,320 +23%
DWT
453
Dorsey & Whitney Trust
South Dakota
$712K -$136K -1,318 -16%
Betterment LLC
454
Betterment LLC
New York
$702K +$325K +3,157 +86%
PTC
455
Private Trust Company
Ohio
$698K
DIA
456
Dean Investment Associates
Ohio
$684K
KWM
457
Kingsview Wealth Management
Oregon
$684K -$181K -1,760 -21%
VNIM
458
Vaughan Nelson Investment Management
Texas
$683K -$3.08K -30 -0.4%
MWP
459
Madison Wealth Partners
Wisconsin
$681K -$18.4K -179 -3%
Citadel Advisors
460
Citadel Advisors
Florida
$680K +$680K +6,614 New
MLA
461
My Legacy Advisors
Oregon
$680K -$118K -1,148 -15%
MRWM
462
ML&R Wealth Management
Texas
$672K
WT
463
Whittier Trust
California
$672K +$74.4K +723 +12%
HAIM
464
Hunter Associates Investment Management
Pennsylvania
$663K +$663K +6,450 New
CWS
465
Cypress Wealth Services
California
$660K +$73.6K +716 +13%
OP
466
ORG Partners
Indiana
$658K -$2.3M -22,399 -78%
TIA
467
Traphagen Investment Advisors
New Jersey
$642K
CIP
468
Capital Insight Partners
Arizona
$633K -$4.01K -39 -0.6%
CTWM
469
Cherry Tree Wealth Management
Minnesota
$632K -$29.7K -289 -4%
SWP
470
Summit Wealth Partners
Florida
$629K -$86.6K -842 -12%
CFG
471
Carr Financial Group
Massachusetts
$621K -$414K -4,000 -40%
CWM
472
Chesapeake Wealth Management
Virginia
$621K
IA
473
IFP Advisors
Florida
$619K -$2.54M -24,727 -80%
WA
474
Wealth Alliance
New York
$618K +$80.3K +781 +15%
RFC
475
Regions Financial Corp
Alabama
$617K -$293K -2,845 -32%