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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LW
476
Libra Wealth
California
$593K -$20K -192 -3%
KA
477
Kovack Advisors
Florida
$588K +$150K +1,442 +34%
DWM
478
Destination Wealth Management
California
$587K +$67.7K +651 +13%
PMG
479
ProVise Management Group
Florida
$586K +$262K +2,516 +81%
BWP
480
Bernardo Wealth Planning
Pennsylvania
$585K +$123K +1,184 +27%
PIMG
481
Patriot Investment Management Group
Tennessee
$584K -$47K -452 -7%
CFC
482
Client First Capital
California
$583K +$108K +1,035 +23%
BWM
483
BCGM Wealth Management
Indiana
$580K +$193K +1,851 +50%
FC
484
FCA Corp
Texas
$575K -$73.3K -705 -11%
Millennium Management
485
Millennium Management
New York
$574K +$574K +5,517 New
SPA
486
Shore Point Advisors
New Jersey
$573K -$22.2K -213 -4%
QC
487
Quent Capital
New York
$572K -$27.6K -265 -5%
LWMG
488
Levy Wealth Management Group
Pennsylvania
$561K -$532K -5,118 -49%
Janney Montgomery Scott
489
Janney Montgomery Scott
Pennsylvania
$561K -$225K -2,161 -29%
AIA
490
Armor Investment Advisors
North Carolina
$558K -$90K -865 -14%
CWA
491
Capital Wealth Alliance
Arizona
$554K +$49.7K +478 +10%
BFA
492
Beacon Financial Advisory
Ohio
$554K
PCA
493
Prosperity Capital Advisors
Ohio
$552K -$76K -730 -12%
WA
494
WBH Advisory
Maryland
$550K -$128K -1,231 -19%
WA
495
Wealth Alliance
New York
$543K +$39K +375 +8%
YIA
496
YHB Investment Advisors
Connecticut
$540K -$532K -5,110 -50%
FM
497
Foster & Motley
Ohio
$539K -$4.37K -42 -0.8%
AHC
498
Anderson Hoagland & Co
Missouri
$537K -$913K -8,776 -63%
AC
499
ASB Consultores
Florida
$534K +$264K +2,540 +98%
VNA
500
Valley National Advisers
Pennsylvania
$533K -$34.7K -333 -6%