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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GL
476
Graypoint LLC
New York
$566K +$252K +2,370 +80%
MWP
477
Madison Wealth Partners
Wisconsin
$563K +$9.45K +89 +2%
I
478
INVST
Indiana
$560K +$186K +1,752 +50%
CTA
479
Colonial Trust Advisors
South Carolina
$556K +$79.8K +751 +17%
PGAM
480
Princeton Global Asset Management
New Jersey
$555K -$7.43K -70 -1%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$550K +$228K +2,150 +71%
BFG
482
Bleakley Financial Group
New Jersey
$548K -$47.4K -446 -8%
WPW
483
Waldron Private Wealth
Pennsylvania
$548K +$15.5K +146 +3%
BFG
484
Berger Financial Group
Minnesota
$548K -$81K -763 -13%
BWP
485
Bernardo Wealth Planning
Pennsylvania
$543K -$92.4K -873 -15%
IWA
486
Icon Wealth Advisors
Texas
$541K -$1.17K -11 -0.2%
PA
487
PFG Advisors
Arizona
$541K -$158K -1,487 -23%
Bessemer Group
488
Bessemer Group
New Jersey
$540K
TFA
489
Tobias Financial Advisors
Florida
$539K
CA
490
CoreCap Advisors
Michigan
$538K +$538K +5,066 New
AWM
491
Accurate Wealth Management
Florida
$537K +$261K +2,469 +95%
SCG
492
Sonata Capital Group
Washington
$535K +$535K +5,036 New
KWM
493
Kingsview Wealth Management
Oregon
$535K +$9.24K +87 +2%
HAIM
494
Hunter Associates Investment Management
Pennsylvania
$531K
TNBTD
495
Trustmark National Bank Trust Department
Mississippi
$529K +$529K +4,985 New
AWA
496
Aletheian Wealth Advisors
Washington
$526K +$2.12K +20 +0.4%
AWS
497
Aspen Wealth Strategies
Colorado
$518K -$5.52K -52 -1%
OCM
498
Objective Capital Management
Ohio
$517K +$517K +4,870 New
EFS
499
Essex Financial Services
Connecticut
$516K
IWM
500
IHT Wealth Management
Illinois
$515K -$170K -1,600 -25%