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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HAIM
451
Hunter Associates Investment Management
Pennsylvania
$791K +$111K +1,050 +16%
TCBWMS
452
Texas Capital Bank Wealth Management Services
Texas
$786K -$215K -2,035 -21%
FFP
453
FourThought Financial Partners
Florida
$772K -$1.21M -11,454 -61%
CSPIA
454
Cary Street Partners Investment Advisory
Virginia
$771K
CA
455
CoreCap Advisors
Michigan
$769K -$70.3K -667 -8%
CAMG
456
CWA Asset Management Group
Florida
$763K
WCM
457
Wealthcare Capital Management
Virginia
$762K +$762K +7,223 New
HVIA
458
Hudson Valley Investment Advisors
New York
$760K +$265K +2,515 +54%
CFG
459
Cosner Financial Group
Colorado
$758K -$734K -6,958 -49%
CMBA
460
C.M. Bidwell & Associates
Hawaii
$757K
DWA
461
Delap Wealth Advisory
Oregon
$752K +$376K +3,565 +100%
Bessemer Group
462
Bessemer Group
New Jersey
$744K +$454K +4,300 +156%
TW
463
Towerpoint Wealth
California
$738K -$94K -892 -11%
DWT
464
Dorsey & Whitney Trust
South Dakota
$731K +$1.79K +17 +0.2%
SWP
465
ShoreHaven Wealth Partners
New Jersey
$729K -$6.01K -57 -0.8%
PSA
466
Plum Street Advisors
Louisiana
$726K +$726K +6,888 New
EFM
467
Eley Financial Management
Vermont
$709K -$1.2M -11,399 -63%
SHGA
468
Sand Hill Global Advisors
California
$708K -$1.08M -10,214 -60%
DIA
469
Dean Investment Associates
Ohio
$701K
MWP
470
Madison Wealth Partners
Wisconsin
$701K +$2.95K +28 +0.4%
CC
471
Capstone Capital
Nevada
$690K +$690K +6,542 New
MRWM
472
ML&R Wealth Management
Texas
$689K
VNIM
473
Vaughan Nelson Investment Management
Texas
$689K -$11.8K -112 -2%
FA
474
Flagstar Advisors
New York
$688K +$187K +1,773 +37%
CFGF
475
Compass Financial Group (Florida)
Florida
$684K -$1.56M -14,812 -70%