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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
451
Madison Wealth Partners
Wisconsin
$707K +$10.8K +103 +2%
DIA
452
Dean Investment Associates
Ohio
$696K
CA
453
CoreCap Advisors
Michigan
$686K -$77.4K -739 -10%
VNIM
454
Vaughan Nelson Investment Management
Texas
$684K
DB
455
Dravo Bay
Delaware
$684K +$93.4K +892 +16%
AWM
456
AE Wealth Management
Kansas
$674K -$973K -9,294 -59%
CFGF
457
Compass Financial Group (Florida)
Florida
$671K -$8.27K -79 -1%
WT
458
Whittier Trust
California
$670K
PFA
459
Petra Financial Advisors
Colorado
$666K +$157K +1,493 +31%
BFG
460
Berger Financial Group
Minnesota
$662K +$662K +6,322 New
WCM
461
Wealthcare Capital Management
Virginia
$661K -$95.5K -912 -13%
YIA
462
YHB Investment Advisors
Connecticut
$656K -$157K -1,495 -19%
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$652K -$409K -3,910 -39%
RFC
464
Regions Financial Corp
Alabama
$646K -$740K -7,062 -53%
RFP
465
RCS Financial Planning
Maryland
$646K -$15.5K -148 -2%
MCM
466
MidAtlantic Capital Management
Virginia
$643K
PW
467
Peninsula Wealth
California
$634K -$455K -4,340 -42%
CFG
468
Carr Financial Group
Massachusetts
$628K
PSA
469
Plum Street Advisors
Louisiana
$618K -$113K -1,065 -15%
PCMC
470
Private Capital Management (Colorado)
Colorado
$611K -$41.9K -400 -6%
TC
471
TAGStone Capital
North Carolina
$608K +$1.99K +19 +0.3%
VNA
472
Valley National Advisers
Pennsylvania
$604K +$48.7K +465 +9%
CWM
473
Chesapeake Wealth Management
Virginia
$604K
ICG
474
InterOcean Capital Group
Tennessee
$602K +$83.8K +800 +16%
AAS
475
Ameritas Advisory Services
Nebraska
$598K -$664K -6,348 -53%