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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
476
Litman Gregory Wealth Management
California
$45K
PO
477
Private Ocean
California
$43K
HWMA
478
Heritage Wealth Management (Arizona)
Arizona
$42K +$42K +385 New
TIM
479
Tortoise Investment Management
New York
$41K
CWC
480
Carolinas Wealth Consulting
North Carolina
$41K
AF
481
Advisornet Financial
Minnesota
$39K +$3.6K +33 +10%
SL
482
Savior LLC
Massachusetts
$38K
MCC
483
Money Concepts Capital
Florida
$38K
GA
484
GoalVest Advisory
New York
$33K -$9.57K -89 -22%
VNA
485
Valley National Advisers
Pennsylvania
$32K
1WM
486
1900 Wealth Management
Texas
$31.8K -$1.46K -13,576 -4%
TAM
487
Tucker Asset Management
Colorado
$30.4K -$9.92K -92 -25%
MHR
488
Matthew Hamilton Rosenberg
$29K
AWA
489
Arkadios Wealth Advisors
Georgia
$28K
EIP
490
Ellis Investment Partners
Pennsylvania
$28K +$28K +257 New
WB
491
Webster Bank
Connecticut
$27K
CPFP
492
Clear Perspectives Financial Planning
Ohio
$27K
CMBA
493
C.M. Bidwell & Associates
Hawaii
$20K
SCA
494
Stonebridge Capital Advisors
Minnesota
$20K +$20K +187 New
KFS
495
Kelly Financial Services
Massachusetts
$18.8K +$14.4K +133 +324%
AWM
496
Avior Wealth Management
Nebraska
$17K -$9.76K -93 -36%
GAM
497
Grandview Asset Management
Pennsylvania
$14K +$14K +130 New
FA
498
Faithward Advisors
Pennsylvania
$12K +$12K +111 New
HIA
499
Harbor Investment Advisory
Maryland
$11K +$11K +103 New
CFB
500
Cullen/Frost Bankers
Texas
$8K