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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
501
Chesapeake Wealth Management
Virginia
$622K -$25K -240 -4%
GP
502
Girard Partners
Pennsylvania
$622K -$6.88K -66 -1%
SCA
503
Scott Capital Advisors
Oregon
$621K +$621K +5,953 New
HI
504
Harbour Investments
Wisconsin
$620K +$34.6K +332 +6%
CCG
505
Chatham Capital Group
Georgia
$610K
IIC
506
Ironwood Investment Counsel
Arizona
$608K +$608K +5,834 New
SPA
507
Shore Point Advisors
New Jersey
$607K +$607K +5,822 New
PCA
508
Prosperity Capital Advisors
Ohio
$607K +$607K +5,820 New
SS
509
Simplicity Solutions
Minnesota
$606K -$1.07M -10,267 -64%
AA
510
Advisory Alpha
Michigan
$604K -$43.4K -416 -7%
SCG
511
Sonata Capital Group
Washington
$593K -$104K -1,000 -15%
NAS
512
Nicolet Advisory Services
Wisconsin
$582K +$582K +5,558 New
WFPG
513
Waller Financial Planning Group
Ohio
$574K -$65.3K -626 -10%
HCA
514
Harbour Capital Advisors
Virginia
$572K -$99.1K -950 -15%
QC
515
Quent Capital
New York
$563K +$239K +2,293 +74%
LGWM
516
Litman Gregory Wealth Management
California
$562K +$49.2K +472 +10%
WCM
517
Wealthcare Capital Management
Virginia
$558K +$558K +5,353 New
BFA
518
Beaumont Financial Advisors
Massachusetts
$558K +$182K +1,748 +49%
FWM
519
Fairhaven Wealth Management
Illinois
$554K +$554K +5,311 New
BFA
520
Beacon Financial Advisory
Ohio
$554K
GSIAS
521
Garden State Investment Advisory Services
New Jersey
$554K +$554K +5,308 New
MCCA
522
Mill Creek Capital Advisors
Pennsylvania
$546K +$546K +5,240 New
LFS
523
Legacy Financial Strategies
Kansas
$542K +$542K +5,194 New
VC
524
Veracity Capital
Georgia
$539K +$83.9K +805 +18%
SWM
525
SigFig Wealth Management
California
$535K -$1.33K -14 -0.2%