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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
WFPG
476
Waller Financial Planning Group
Ohio
$616K -$1.13K -11 -0.2%
CTA
477
Colonial Trust Advisors
South Carolina
$610K -$21.4K -208 -3%
AIA
478
Armor Investment Advisors
North Carolina
$606K +$54.3K +528 +10%
PFGIA
479
Patriot Financial Group Insurance Agency
Massachusetts
$606K +$117K +1,138 +24%
VWM
480
Venturi Wealth Management
Texas
$604K +$2.47K +24 +0.4%
GFPC
481
Global Financial Private Client
Florida
$602K -$71.2K -694 -11%
CCG
482
Chatham Capital Group
Georgia
$602K
TC
483
TAGStone Capital
North Carolina
$589K -$926 -9 -0.2%
MWC
484
MBM Wealth Consultants
Missouri
$587K +$299K +2,902 +104%
LW
485
Libra Wealth
California
$586K
PIMG
486
Patriot Investment Management Group
Tennessee
$577K
CM
487
Columbus Macro
Pennsylvania
$559K -$216K -2,104 -28%
FC
488
FCA Corp
Texas
$557K -$11.3K -110 -2%
PCA
489
Prosperity Capital Advisors
Ohio
$556K +$9.98K +97 +2%
SPA
490
Shore Point Advisors
New Jersey
$553K -$12.7K -123 -2%
BWG
491
Beta Wealth Group
California
$553K -$1.24M -12,024 -69%
WA
492
WBH Advisory
Maryland
$549K +$5.14K +50 +0.9%
CGFA
493
Colton Groome Financial Advisors
North Carolina
$547K -$117K -1,135 -18%
DWM
494
Destination Wealth Management
California
$547K -$33.2K -323 -6%
Millennium Management
495
Millennium Management
New York
$540K -$27.8K -270 -5%
RF
496
RHS Financial
California
$533K +$245K +2,386 +85%
Janney Montgomery Scott
497
Janney Montgomery Scott
Pennsylvania
$531K -$24K -233 -4%
T
498
TNF
Montana
$529K -$189K -1,835 -26%
VNA
499
Valley National Advisers
Pennsylvania
$526K
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$526K +$188K +1,825 +56%