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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
501
Bangor Savings Bank
Maine
$257K -$3.76K -36 -1%
RF
502
RHS Financial
California
$255K +$255K +2,440 New
ECG
503
Edge Capital Group
Georgia
$254K +$254K +2,431 New
FA
504
Flagstar Advisors
New York
$252K -$6.9K -66 -3%
W
505
Wealthquest
Ohio
$251K
CFA
506
Cahill Financial Advisors
Minnesota
$248K +$29.9K +286 +14%
PJSIMP
507
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K -$225K -2,169 -48%
PA
508
Pinnacle Associates
New York
$246K -$41.8K -399 -15%
WDG
509
Wealth Dimensions Group
Ohio
$246K
BWG
510
Beta Wealth Group
California
$241K
GP
511
Girard Partners
Pennsylvania
$239K
VFPW
512
Vantage Financial Partners (Wisconsin)
Wisconsin
$239K +$105 +1 +0%
WC
513
Whitney & Co
New York
$237K -$30.8K -295 -12%
MPW
514
Melone Private Wealth
Michigan
$233K -$56.8K -548 -20%
ADL
515
Asset Dedication LLC
California
$232K -$194K -1,849 -46%
OCM
516
Objective Capital Management
Ohio
$230K -$112K -1,075 -33%
ZF
517
Zhang Financial
Michigan
$229K +$229K +2,189 New
MA
518
MONECO Advisors
Connecticut
$228K -$5.45K -52 -2%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$227K +$2.51K +24 +1%
OGF
520
Orin Green Financial
California
$225K
GWM
521
Geneos Wealth Management
Colorado
$224K -$228K -2,188 -50%
WFA
522
Wipfli Financial Advisors
Wisconsin
$222K
IGWM
523
ICA Group Wealth Management
Colorado
$221K +$221K +2,111 New
T
524
TRUADVICE
Florida
$220K +$220K +2,120 New
RWI
525
Red Wave Investments
Pennsylvania
$219K