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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
501
Jacobsen Capital Management
Utah
$514K +$1.68K +16 +0.3%
CC
502
Capstone Capital
Nevada
$512K -$174K -1,658 -25%
BWM
503
BCGM Wealth Management
Indiana
$509K +$943 +9 +0.2%
MWM
504
Meridian Wealth Management
Kentucky
$507K -$20.9K -200 -4%
IWA
505
Icon Wealth Advisors
Texas
$505K -$44.5K -425 -8%
RB
506
Renasant Bank
Mississippi
$503K +$147K +1,400 +41%
OWMIAS
507
One Wealth Management Investment & Advisory Services
Florida
$502K +$56.3K +538 +13%
BFA
508
Beaumont Financial Advisors
Massachusetts
$501K -$19.9K -190 -4%
KWM
509
Kingsview Wealth Management
Oregon
$500K -$101K -965 -17%
CISOA
510
Capital Investment Services of America
Wisconsin
$497K
FM
511
Foster & Motley
Ohio
$497K +$43.8K +418 +10%
BCA
512
Ballentine Capital Advisors
South Carolina
$495K
CAMG
513
CWA Asset Management Group
Florida
$485K -$273K -2,611 -36%
CTA
514
Colonial Trust Advisors
South Carolina
$484K -$137K -1,309 -22%
GWM
515
Geneos Wealth Management
Colorado
$483K -$4.61K -44 -0.9%
FLA
516
Financial Life Advisors
Texas
$480K +$13.1K +125 +3%
HTC
517
Haverford Trust Company
Pennsylvania
$479K -$982K -9,376 -67%
TW
518
Towerpoint Wealth
California
$475K -$257K -2,458 -35%
NAM
519
NorthCrest Asset Manangement
Minnesota
$475K -$339K -3,237 -42%
CTWM
520
Cherry Tree Wealth Management
Minnesota
$472K -$49.9K -476 -10%
LG
521
LaFleur & Godfrey
Michigan
$469K
BAAM
522
Baker Avenue Asset Management
California
$463K
IA
523
IFP Advisors
Florida
$463K -$127K -1,211 -22%
KeyBank National Association
524
KeyBank National Association
Ohio
$456K -$8.48K -81 -2%
LRPA
525
L. Roy Papp & Associates
Arizona
$456K