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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAF
501
Smith Anglin Financial
Texas
$526K +$19.6K +191 +4%
SWM
502
Seed Wealth Management
Illinois
$524K -$401K -3,900 -43%
IA
503
IFG Advisory
Georgia
$517K +$517K +5,030 New
TSS
504
Two Sigma Securities
New York
$514K +$514K +4,993 New
WANY
505
Wealthspire Advisors (New York)
New York
$510K -$182K -1,765 -26%
ICG
506
InterOcean Capital Group
Tennessee
$509K +$11.3K +110 +2%
BFA
507
Beacon Financial Advisory
Ohio
$508K -$39.6K -385 -7%
FM
508
Foster & Motley
Ohio
$505K -$27.6K -268 -5%
SWM
509
SigFig Wealth Management
California
$505K +$44.7K +435 +10%
LWMG
510
Levy Wealth Management Group
Pennsylvania
$503K -$52.2K -507 -9%
BFEC
511
Benjamin F. Edwards & Company
Missouri
$501K +$81.3K +791 +19%
JCM
512
Jacobsen Capital Management
Utah
$500K +$2.16K +21 +0.4%
BWM
513
BCGM Wealth Management
Indiana
$497K -$75.8K -737 -13%
NVCHI
514
New Vernon Capital Holdings II
New Jersey
$496K -$2.36M -22,953 -83%
GAM
515
Gould Asset Management
California
$491K +$4.63K +45 +1%
FA
516
Flagstar Advisors
New York
$489K +$232K +2,254 +90%
AWS
517
Aspen Wealth Strategies
Colorado
$489K +$24.5K +238 +5%
CISOA
518
Capital Investment Services of America
Wisconsin
$489K
TF
519
Theory Financial
Colorado
$484K -$287K -2,787 -37%
GSIAS
520
Garden State Investment Advisory Services
New Jersey
$484K -$315K -3,062 -39%
RA
521
Riversedge Advisors
Delaware
$484K -$15.5K -151 -3%
HVIA
522
Hudson Valley Investment Advisors
New York
$483K +$206K +2,000 +74%
WIA
523
World Investment Advisors
California
$481K +$169K +1,639 +54%
LRPA
524
L. Roy Papp & Associates
Arizona
$478K
CWM
525
Cornerstone Wealth Management
Missouri
$477K -$175K -1,704 -27%