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iShares Short-Term National Muni Bond ETF

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
501
Compass Advisory Group
New York
$373K -$74.2K -708 -17%
GFPC
502
Global Financial Private Client
Florida
$371K +$4.72K +45 +1%
SFG
503
StrategIQ Financial Group
Indiana
$370K -$132K -1,255 -26%
First Trust Advisors
504
First Trust Advisors
Illinois
$370K -$15.2K -145 -4%
OAM
505
Occidental Asset Management
California
$366K -$182K -1,737 -33%
LPWM
506
Lake Point Wealth Management
Texas
$366K
SWM
507
SigFig Wealth Management
California
$365K +$66.1K +622 +22%
APIM
508
Agate Pass Investment Management
Washington
$363K +$154K +1,473 +74%
TF
509
Theory Financial
Colorado
$361K -$50.5K -482 -12%
VWM
510
Valley Wealth Managers
New Jersey
$360K +$360K +3,441 New
IFPL
511
Investments & Financial Planning LLC
Kentucky
$359K +$15.3K +146 +4%
BA
512
Ballast Advisors
Minnesota
$356K -$13.9K -133 -4%
CRC
513
Curi RMB Capital
Illinois
$355K +$355K +3,388 New
FIB
514
First Interstate Bank
Montana
$353K +$353K +3,368 New
DWM
515
Destination Wealth Management
California
$349K +$28.4K +271 +9%
CWA
516
Capital Wealth Alliance
Arizona
$344K -$7.51K -72 -2%
AFS
517
Access Financial Services
Minnesota
$342K -$14.2K -136 -4%
BWM
518
BCS Wealth Management
Tennessee
$342K
CAL
519
Capital Advisors Ltd
Ohio
$342K +$181K +1,725 +112%
BFA
520
BMS Financial Advisors
South Dakota
$340K +$37.1K +345 +12%
CBFP
521
Cedar Brook Financial Partners
Ohio
$340K +$340K +3,253 New
BFA
522
Beaumont Financial Advisors
Massachusetts
$338K -$4.69M -44,783 -93%
CAMG
523
CWA Asset Management Group
Florida
$337K +$337K +3,223 New
FMWA
524
Forvis Mazars Wealth Advisors
Missouri
$328K +$328K +3,129 New
NCM
525
NCM Capital Management
New Jersey
$328K +$328K +3,131 New