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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
501
First Horizon Advisors
Tennessee
$512K -$94.9K -894 -16%
TWM
502
Tanager Wealth Management
United Kingdom
$511K +$511K +4,816 New
CA
503
Clearstead Advisors
Ohio
$506K +$159K +1,500 +46%
CISOA
504
Capital Investment Services of America
Wisconsin
$504K
JCM
505
Jacobi Capital Management
Pennsylvania
$503K +$2.02K +19 +0.4%
Fidelity Investments
506
Fidelity Investments
Massachusetts
$498K +$92.9K +875 +23%
FM
507
Foster & Motley
Ohio
$498K -$22.6K -213 -4%
MWM
508
Meridian Wealth Management
Kentucky
$490K +$490K +4,613 New
CTWM
509
Cherry Tree Wealth Management
Minnesota
$488K +$10.2K +96 +2%
CGFA
510
Colton Groome Financial Advisors
North Carolina
$488K +$55.2K +520 +13%
BAAM
511
Baker Avenue Asset Management
California
$487K +$17K +160 +4%
HTC
512
Haverford Trust Company
Pennsylvania
$486K
CWM
513
Chesapeake Wealth Management
Virginia
$478K -$121K -1,140 -20%
BAM
514
Berkshire Asset Management
Pennsylvania
$473K
UBV
515
United Bank (Virginia)
Virginia
$471K -$20.7M -194,585 -98%
CFB
516
Cullen/Frost Bankers
Texas
$470K +$28.4K +267 +6%
BFP
517
Brewster Financial Planning
New York
$469K +$266K +2,502 +130%
TIAM2
518
Tru Independence Asset Management 2
Oregon
$466K +$466K +4,387 New
PCA
519
Prosperity Capital Advisors
Ohio
$466K +$220K +2,075 +90%
BWM
520
BCGM Wealth Management
Indiana
$463K -$2.44K -23 -0.5%
MLA
521
My Legacy Advisors
Oregon
$463K +$88.1K +830 +24%
BRIA
522
Balanced Rock Investment Advisors
Massachusetts
$463K -$16.9K -159 -4%
LRPA
523
L. Roy Papp & Associates
Arizona
$462K
IPA
524
Investment Planning Advisors
Georgia
$457K
LG
525
LaFleur & Godfrey
Michigan
$450K -$25.5K -240 -5%