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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
501
Braun-Bostich & Associates
Pennsylvania
$528K +$528K +5,048 New
AssetMark Inc
502
AssetMark Inc
California
$528K -$317K -3,032 -38%
DWM
503
Destination Wealth Management
California
$522K +$147K +1,406 +39%
BFA
504
Beaumont Financial Advisors
Massachusetts
$521K -$39.3K -375 -7%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$520K -$184K -1,756 -26%
VWM
506
Venturi Wealth Management
Texas
$510K -$140K -1,333 -21%
CWA
507
Capital Wealth Alliance
Arizona
$508K +$204K +1,948 +67%
WA
508
Wealth Alliance
New York
$507K -$271K -2,587 -35%
RA
509
Riversedge Advisors
Delaware
$506K -$21.5K -205 -4%
JCM
510
Jacobsen Capital Management
Utah
$504K +$1.36K +13 +0.3%
CISOA
511
Capital Investment Services of America
Wisconsin
$497K
WPW
512
Waldron Private Wealth
Pennsylvania
$496K -$181K -1,733 -27%
APIM
513
Agate Pass Investment Management
Washington
$488K
CGFA
514
Colton Groome Financial Advisors
North Carolina
$488K +$54.5K +521 +13%
CL
515
Choreo LLC
Illinois
$487K +$487K +4,657 New
HAIM
516
Hunter Associates Investment Management
Pennsylvania
$487K
GAM
517
Gould Asset Management
California
$487K -$18.3K -175 -4%
LRPA
518
L. Roy Papp & Associates
Arizona
$487K
SF
519
Summit Financial
New Jersey
$481K -$11K -105 -2%
CFC
520
Client First Capital
California
$478K +$478K +4,565 New
TIA
521
Traphagen Investment Advisors
New Jersey
$473K
AIA
522
Ally Invest Advisors
North Carolina
$473K +$202K +1,932 +75%
AWS
523
Aspen Wealth Strategies
Colorado
$473K +$473K +4,516 New
NAM
524
NorthCrest Asset Manangement
Minnesota
$470K +$470K +4,492 New
TLA
525
Tanglewood Legacy Advisors
Texas
$469K +$469K +4,479 New