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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LW
476
Libra Wealth
California
$597K
DWM
477
Destination Wealth Management
California
$595K +$48.2K +460 +9%
MFG
478
Merit Financial Group
Georgia
$591K +$115K +1,102 +24%
LSAG
479
Lake Street Advisors Group
New Hampshire
$589K -$12.4M -118,621 -95%
SAF
480
Smith Anglin Financial
Texas
$589K -$65K -621 -10%
GC
481
Grimes & Company
Massachusetts
$582K -$377K -3,596 -39%
HL
482
HeadInvest LLC
Maine
$580K +$580K +5,536 New
SAM
483
SP Asset Management
California
$576K
AWA
484
Archvest Wealth Advisors
California
$575K -$493K -4,717 -46%
BRIA
485
Balanced Rock Investment Advisors
Massachusetts
$574K -$301K -2,874 -34%
DAS
486
Diversify Advisory Services
Utah
$571K +$571K +5,463 New
NWM
487
Napa Wealth Management
California
$568K -$237K -2,264 -29%
JFGIW
488
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$550K +$483K +4,612 +718%
TF
489
Theory Financial
Colorado
$549K +$50.3K +480 +10%
WA
490
WBH Advisory
Maryland
$539K -$18.1K -173 -3%
WPW
491
Waldron Private Wealth
Pennsylvania
$526K
WPC
492
Wedmont Private Capital
Pennsylvania
$525K -$529K -5,068 -50%
CIP
493
Capital Insight Partners
Arizona
$525K +$15.6K +149 +3%
HAIM
494
Hunter Associates Investment Management
Pennsylvania
$524K -$262K -2,500 -33%
PA
495
Procyon Advisors
Connecticut
$523K -$86.9K -830 -14%
BFG
496
Bleakley Financial Group
New Jersey
$523K +$37.7K +360 +8%
HFA
497
High Falls Advisors
New York
$522K -$104K -995 -17%
LWMG
498
Levy Wealth Management Group
Pennsylvania
$518K
AWS
499
Aspen Wealth Strategies
Colorado
$514K +$8.48K +81 +2%
AWA
500
Aletheian Wealth Advisors
Washington
$514K +$69.1K +660 +16%