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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
476
BMS Financial Advisors
South Dakota
$295K -$37K -354 -11%
PPA
477
Parametric Portfolio Associates
Washington
$294K -$231K -2,216 -44%
CPA
478
Capital Planning Advisors
California
$294K
MA
479
MAS Advisors
Florida
$291K
SWM
480
SigFig Wealth Management
California
$291K +$291K +2,813 New
WP
481
WealthPLAN Partners
Nebraska
$290K -$64.2K -620 -18%
WIM
482
WealthPlan Investment Management
Nebraska
$290K +$290K +2,800 New
WCF
483
West Coast Financial
California
$289K -$97.5K -931 -25%
CASB
484
Cape Ann Savings Bank
Massachusetts
$289K
Bessemer Group
485
Bessemer Group
New Jersey
$287K
BOPW
486
Brandywine Oak Private Wealth
Pennsylvania
$286K -$6.76M -66,008 -96%
GWS
487
Glassman Wealth Services
Virginia
$283K
BRWA
488
B. Riley Wealth Advisors
Florida
$281K -$91.4K -873 -25%
HCM
489
Hollencrest Capital Management
California
$280K
AF
490
Apexium Financial
Texas
$278K -$174K -1,668 -39%
CB
491
CNB Bank
Pennsylvania
$278K -$96.7K -925 -26%
EWM
492
Endurance Wealth Management
Rhode Island
$278K
RWM
493
Rockwood Wealth Management
Pennsylvania
$277K +$277K +2,648 New
MHR
494
Matthew Hamilton Rosenberg
$273K +$99.3K +950 +57%
WA
495
Wealth Alliance
New York
$270K -$32.9K -315 -11%
BIA
496
Bigelow Investment Advisors
Maine
$269K -$29.4K -281 -10%
Kovitz Investment Group Partners
497
Kovitz Investment Group Partners
Illinois
$268K -$836K -7,997 -76%
BBHC
498
Brown Brothers Harriman & Co
New York
$262K
Wealthfront Advisers
499
Wealthfront Advisers
California
$258K +$8.91K +85 +4%
SAF
500
Smith Anglin Financial
Texas
$258K +$258K +2,469 New