SUB icon

iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFP
451
Cascade Financial Partners
California
$653K -$563K -5,385 -46%
RFP
452
RCS Financial Planning
Maryland
$649K +$3.97K +38 +0.6%
YIA
453
YHB Investment Advisors
Connecticut
$647K -$7.63K -73 -1%
AG
454
Ascent Group
Virginia
$645K +$260K +2,486 +67%
MCM
455
MidAtlantic Capital Management
Virginia
$642K
MIA
456
MainStreet Investment Advisors
Illinois
$634K -$426K -4,071 -40%
NFG
457
Nations Financial Group
Iowa
$632K +$198K +1,897 +46%
VNA
458
Valley National Advisers
Pennsylvania
$631K +$28.2K +270 +5%
BWP
459
Bernardo Wealth Planning
Pennsylvania
$628K -$1.26M -12,098 -67%
WANY
460
Wealthspire Advisors (New York)
New York
$622K -$459K -4,386 -42%
PPC
461
Park Place Capital
Alabama
$621K -$88.7K -848 -13%
DWM
462
Destination Wealth Management
California
$619K +$25.4K +243 +4%
BFG
463
Berger Financial Group
Minnesota
$619K -$41.8K -400 -6%
PFS
464
Prospera Financial Services
Texas
$614K +$259K +2,476 +73%
TC
465
TAGStone Capital
North Carolina
$610K +$3.14K +30 +0.5%
AFG
466
Atomi Financial Group
New York
$606K +$364K +3,486 +151%
FLA
467
Financial Life Advisors
Texas
$605K +$126K +1,209 +26%
PW
468
Peninsula Wealth
California
$603K -$31.5K -300 -5%
PSA
469
Plum Street Advisors
Louisiana
$599K -$9.31K -89 -2%
FHA
470
First Horizon Advisors
Tennessee
$598K +$304K +2,904 +103%
LW
471
Libra Wealth
California
$596K
KPWG
472
KFA Private Wealth Group
Virginia
$595K +$146K +1,399 +33%
HI
473
Harbour Investments
Wisconsin
$595K -$155K -1,487 -21%
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$592K -$58.7K -561 -9%
CWM
475
Chesapeake Wealth Management
Virginia
$590K -$13.1K -125 -2%