SUB icon

iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
501
Braun-Bostich & Associates
Pennsylvania
$525K
WFAG
502
Worth Financial Advisory Group
North Carolina
$524K -$125K -1,200 -19%
BFA
503
Beaumont Financial Advisors
Massachusetts
$517K
SAF
504
Smith Anglin Financial
Texas
$512K -$21.1K -203 -4%
RA
505
Riversedge Advisors
Delaware
$505K +$1.67K +16 +0.3%
JCM
506
Jacobsen Capital Management
Utah
$503K +$2.08K +20 +0.4%
ICG
507
InterOcean Capital Group
Tennessee
$503K +$190K +1,830 +61%
BAM
508
Belpointe Asset Management
Nevada
$495K -$354K -3,400 -42%
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$494K +$56.1K +539 +13%
CISOA
510
Capital Investment Services of America
Wisconsin
$494K
WPW
511
Waldron Private Wealth
Pennsylvania
$493K
GAM
512
Gould Asset Management
California
$492K +$8.32K +80 +2%
GEA
513
Glen Eagle Advisors
New Jersey
$490K +$339K +3,200 +224%
LRPA
514
L. Roy Papp & Associates
Arizona
$484K
LFS
515
Legacy Financial Strategies
Kansas
$477K -$290K -2,787 -38%
AWS
516
Aspen Wealth Strategies
Colorado
$470K
AWM
517
Avitas Wealth Management
California
$467K +$4.16K +40 +0.9%
WAL
518
W Advisors LLC
Tennessee
$467K +$14.7K +141 +3%
TLA
519
Tanglewood Legacy Advisors
Texas
$466K
SWM
520
SigFig Wealth Management
California
$465K +$68.3K +657 +17%
BAAM
521
Baker Avenue Asset Management
California
$460K
AFG
522
Altiora Financial Group
Ohio
$460K +$8.84K +85 +2%
NAM
523
NorthCrest Asset Manangement
Minnesota
$447K -$19.9K -191 -4%
RIG
524
RiverFront Investment Group
Virginia
$447K +$178K +1,713 +66%
AI
525
Auour Investments
Massachusetts
$443K +$443K +4,254 New