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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CNC
451
Citizens & Northern Corp
Pennsylvania
$630K -$358K -3,367 -36%
YIA
452
YHB Investment Advisors
Connecticut
$628K -$29.2K -275 -4%
PFS
453
Prospera Financial Services
Texas
$626K +$1.91K +18 +0.3%
CW
454
Code Waechter
Florida
$626K +$626K +5,893 New
TC
455
TAGStone Capital
North Carolina
$623K +$3.29K +31 +0.5%
RFC
456
Regions Financial Corp
Alabama
$623K -$112K -1,057 -15%
FCA
457
FinTrust Capital Advisors
South Carolina
$622K +$603K +5,681 +3,174%
PSA
458
Plum Street Advisors
Louisiana
$618K +$9.45K +89 +2%
PPC
459
Park Place Capital
Alabama
$613K -$17.5K -165 -3%
RTL
460
Red Tortoise LLC
Georgia
$611K +$67.5K +636 +12%
EP
461
Edgestream Partners
New Jersey
$607K +$607K +5,719 New
LW
462
Libra Wealth
California
$605K
PFA
463
Petra Financial Advisors
Colorado
$597K +$3.4K +32 +0.6%
WA
464
WBH Advisory
Maryland
$597K -$66.6K -627 -10%
GC
465
Grimes & Company
Massachusetts
$596K +$2.97K +28 +0.5%
HFA
466
High Falls Advisors
New York
$591K +$65.9K +621 +13%
HI
467
Harbour Investments
Wisconsin
$585K -$18.9K -178 -3%
SAM
468
SP Asset Management
California
$584K
MIA
469
MainStreet Investment Advisors
Illinois
$582K -$61.5K -579 -10%
MW
470
Maia Wealth
Colorado
$582K +$298K +2,821 +105%
FLA
471
Financial Life Advisors
Texas
$580K -$34.3K -323 -6%
SA
472
Stewardship Advisors
Pennsylvania
$579K +$579K +5,449 New
DJSG
473
D.J. St. Germain
Massachusetts
$574K +$227K +2,135 +65%
PA
474
Procyon Advisors
Connecticut
$570K
PW
475
Peninsula Wealth
California
$567K -$42.3K -399 -7%