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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
476
Whittier Trust
California
$674K -$14.4K -137 -2%
RFP
477
RCS Financial Planning
Maryland
$666K -$76.4K -725 -10%
AWM
478
Avior Wealth Management
Nebraska
$665K +$648K +6,145 +3,793%
SAF
479
Smith Anglin Financial
Texas
$658K +$119K +1,131 +22%
PCMC
480
Private Capital Management (Colorado)
Colorado
$658K +$457K +4,330 +227%
TIA
481
Traphagen Investment Advisors
New Jersey
$655K -$2.85K -27 -0.4%
MCM
482
MidAtlantic Capital Management
Virginia
$647K +$647K +6,138 New
CFG
483
Carr Financial Group
Massachusetts
$633K
RF
484
RHS Financial
California
$631K +$85.4K +810 +16%
HFA
485
High Falls Advisors
New York
$630K -$829K -7,859 -57%
CTA
486
Colonial Trust Advisors
South Carolina
$626K +$105 +1 +0%
TSS
487
Two Sigma Securities
New York
$623K +$96.3K +913 +18%
IA
488
IFG Advisory
Georgia
$622K +$91.5K +868 +17%
SFMG
489
Sage Financial Management Group
Virginia
$616K -$487K -4,624 -44%
PA
490
Procyon Advisors
Connecticut
$614K +$138K +1,311 +29%
TC
491
TAGStone Capital
North Carolina
$610K +$6.22K +59 +1%
CWM
492
Chesapeake Wealth Management
Virginia
$608K -$29K -275 -5%
KWM
493
Kingsview Wealth Management
Oregon
$605K -$95.8K -909 -14%
AC
494
AlphaCore Capital
California
$602K -$305K -2,894 -34%
LW
495
Libra Wealth
California
$601K
CCG
496
Cypress Capital Group
Florida
$598K -$783K -7,422 -57%
PPC
497
Park Place Capital
Alabama
$598K -$364K -3,454 -38%
WFPG
498
Waller Financial Planning Group
Ohio
$597K -$34.4K -326 -5%
DB
499
Dravo Bay
Delaware
$594K +$302K +2,861 +103%
IA
500
IFP Advisors
Florida
$593K -$41.1K -390 -6%