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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
476
Prosperity Capital Advisors
Ohio
$632K +$22.7K +217 +4%
HWA
477
HCR Wealth Advisors
California
$628K
LW
478
Libra Wealth
California
$617K -$29.9K -286 -5%
AWA
479
Aletheian Wealth Advisors
Washington
$613K +$89.1K +851 +17%
CCG
480
Chatham Capital Group
Georgia
$612K
CWM
481
Cornerstone Wealth Management
Missouri
$604K +$604K +5,771 New
CGL
482
Clarius Group LLC
Washington
$603K -$5.37M -51,326 -90%
QC
483
Quent Capital
New York
$603K +$38K +363 +7%
SPA
484
Shore Point Advisors
New Jersey
$598K -$11K -105 -2%
TC
485
TAGStone Capital
North Carolina
$598K -$315K -3,004 -34%
SWA
486
Stratos Wealth Advisors
Ohio
$587K -$995K -9,499 -63%
IA
487
IFG Advisory
Georgia
$587K -$63.2K -604 -10%
FIB
488
First Interstate Bank
Montana
$580K +$97K +927 +20%
BWM
489
BCS Wealth Management
Tennessee
$577K +$285K +2,724 +98%
WT
490
Whittier Trust
California
$571K -$181K -1,727 -24%
VNA
491
Valley National Advisers
Pennsylvania
$569K -$71.2K -682 -11%
SXL
492
Summit X LLC
Missouri
$559K +$559K +5,341 New
BFA
493
Beacon Financial Advisory
Ohio
$558K +$1.57K +15 +0.3%
FM
494
Foster & Motley
Ohio
$547K +$42.7K +408 +8%
SAG
495
Spotlight Asset Group
Illinois
$544K +$544K +5,300 New
WWM
496
Wiser Wealth Management
Georgia
$540K +$9.63K +92 +2%
WEG
497
World Equity Group
Illinois
$539K +$221K +2,094 +70%
SAF
498
Smith Anglin Financial
Texas
$536K +$69.3K +662 +15%
PPC
499
Park Place Capital
Alabama
$530K +$3.56K +34 +0.7%
KWS
500
Keystone Wealth Services
California
$529K +$9K +86 +2%