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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NL
501
Navalign LLC
California
$588K +$588K +5,575 New
CFGS
502
Concourse Financial Group Securities
Alabama
$583K -$1.18M -11,173 -67%
SAM
503
SP Asset Management
California
$580K -$211K -2,000 -27%
FC
504
FCA Corp
Texas
$561K -$10.5K -100 -2%
WA
505
WBH Advisory
Maryland
$561K -$2K -19 -0.4%
VNA
506
Valley National Advisers
Pennsylvania
$559K +$20K +190 +4%
IWA
507
Icon Wealth Advisors
Texas
$553K +$553K +5,246 New
DWM
508
Destination Wealth Management
California
$550K -$10.1K -96 -2%
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$550K -$70.5K -669 -11%
TA
510
TruWealth Advisors
Louisiana
$546K -$2.8M -26,539 -84%
T
511
TNF
Montana
$535K -$5.57K -53 -1%
BBA
512
Braun-Bostich & Associates
Pennsylvania
$532K +$532K +5,048 New
MWM
513
Meridian Wealth Management
Kentucky
$532K -$464K -4,404 -47%
MLA
514
My Legacy Advisors
Oregon
$531K -$164K -1,559 -24%
WPW
515
Waldron Private Wealth
Pennsylvania
$529K +$86.1K +817 +19%
HS
516
Horan Securities
United States
$525K -$414K -3,930 -44%
CTWM
517
Cherry Tree Wealth Management
Minnesota
$525K -$123K -1,169 -19%
BFA
518
Beaumont Financial Advisors
Massachusetts
$524K +$39.5K +375 +8%
ICG
519
InterOcean Capital Group
Tennessee
$522K
OP
520
ORG Partners
Indiana
$521K -$154K -1,456 -23%
LWMG
521
Levy Wealth Management Group
Pennsylvania
$518K +$2.64K +25 +0.5%
JCM
522
Jacobsen Capital Management
Utah
$516K +$3.27K +31 +0.6%
CIP
523
Capital Insight Partners
Arizona
$513K -$136K -1,291 -21%
PFA
524
Petra Financial Advisors
Colorado
$512K -$284K -2,696 -36%
BWM
525
BCGM Wealth Management
Indiana
$512K +$1.69K +16 +0.3%