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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
501
Lazard Asset Management
New York
$37K -$37K
IFAM
502
Institutional & Family Asset Management
Colorado
$32K -$50.2K -464 -61%
PFBT
503
Parkside Financial Bank & Trust
Missouri
$32K
VNA
504
Valley National Advisers
Pennsylvania
$32K
AWA
505
Arkadios Wealth Advisors
Georgia
$28K
CMBA
506
C.M. Bidwell & Associates
Hawaii
$25K +$5.32K +50 +27%
HWMA
507
Heritage Wealth Management (Arizona)
Arizona
$20K -$37.1K -341 -65%
SCA
508
Stonebridge Capital Advisors
Minnesota
$20K -$20K -187 -50%
JWA
509
JFS Wealth Advisors
Pennsylvania
$20K +$9.95K +91 +99%
GRP
510
Global Retirement Partners
California
$18K +$12.6K +116 +232%
AWM
511
Avior Wealth Management
Nebraska
$17K
FA
512
Faithward Advisors
Pennsylvania
$12K
HIA
513
Harbor Investment Advisory
Maryland
$11K
WBC
514
West Branch Capital
Massachusetts
$11K
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K -$49.5K -465 -83%
BW
516
Bison Wealth
Georgia
$9K
IFA
517
Interactive Financial Advisors
Illinois
$8K -$104 -1 -1%
TF
518
TimeScale Financial
Massachusetts
$5K -$102 -1 -2%
Barclays
519
Barclays
United Kingdom
$5K
Qube Research & Technologies (QRT)
520
Qube Research & Technologies (QRT)
United Kingdom
$4K
ODG
521
O'Dell Group
Ohio
$3K +$3K +28 New
HWA
522
HHM Wealth Advisors
Tennessee
$2K +$2K +23 New
ACA
523
Atlas Capital Advisors
Wyoming
$1.61K +$1.61K +15 New
BBHC
524
Brown Brothers Harriman & Co
New York
$269
SPP
525
Single Point Partners
Massachusetts
-$5.75M -53,280 Closed