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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.

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 Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$47.8M 464,212 +2,774 +0.6%
SL
27
Salomon & Ludwin
Virginia
$45.9M 445,987 +71,766 +19%
Cerity Partners
28
Cerity Partners
New York
$45.1M 438,852 -140,404 -24%
AF
29
Allworth Financial
California
$45.1M 438,264 +12,719 +3%
AWM
30
Angeles Wealth Management
California
$43M 417,638 -3,209 -0.8%
RJA
31
Raymond James & Associates
Florida
$41.2M 400,462 +35,748 +10%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$33.6M 326,454 +308,145 +1,683%
MWM
33
Merriman Wealth Management
Washington
$31.2M 303,472 -110,744 -27%
UBV
34
United Bank (Virginia)
Virginia
$31M 301,293 +19,247 +7%
OCM
35
One Capital Management
California
$30.9M 300,556 -189,593 -39%
RBCM
36
Raub Brock Capital Management
California
$30M 291,345 -5,035 -2%
WCWM
37
Willow Creek Wealth Management
California
$28.6M 277,859 -861 -0.3%
Stifel Financial
38
Stifel Financial
Missouri
$28.6M 277,805 -5,408 -2%
AC
39
Apella Capital
Connecticut
$28.6M 277,677 -8,399 -3%
CWM
40
Cahaba Wealth Management
Georgia
$28.5M 276,774 +3,506 +1%
MML Investors Services
41
MML Investors Services
Massachusetts
$28M 272,418 -6,247 -2%
TI
42
Truepoint Inc
Ohio
$27.8M 270,591 +270,591 New
WCM
43
Windham Capital Management
Massachusetts
$27M 262,724 -4,814 -2%
BPA
44
Beacon Pointe Advisors
California
$26.7M 259,567 -6,312 -2%
PFO
45
Pathstone Family Office
New Jersey
$26.6M 258,386 +244,093 +1,708%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$26.3M 255,981 +255,981 New
HighTower Advisors
47
HighTower Advisors
Illinois
$25.4M 246,692 +29,809 +14%
Jane Street
48
Jane Street
New York
$25M 243,025 -2,948,284 -92%
DCM
49
DGS Capital Management
New Jersey
$24.3M 236,500 +8,102 +4%
SC
50
Slow Capital
California
$23.7M 230,091 -14,192 -6%