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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FI
526
Financial Insights
Washington
$217K +$16K +153 +8%
FRA
527
Frank Rimerman Advisors
California
$211K -$584K -5,581 -73%
SVWAG
528
Sound View Wealth Advisors Group
Georgia
$209K
SMA
529
Sage Mountain Advisors
Georgia
$209K
APIM
530
Agate Pass Investment Management
Washington
$209K
LA
531
LexAurum Advisors
Kansas
$209K +$209K +1,997 New
WCA
532
Westover Capital Advisors
Delaware
$208K -$5.24K -50 -2%
FWP
533
FAS Wealth Partners
Kansas
$207K +$105 +1 +0.1%
WWP
534
WR Wealth Planners
Missouri
$207K +$207K +1,975 New
HWM
535
Hohimer Wealth Management
Washington
$206K +$206K +1,970 New
LWP
536
Legacy Wealth Planning
Nevada
$202K -$1.57K -15 -0.8%
CPSC
537
Carl P. Sherr & Co
Massachusetts
$202K
PW
538
Peninsula Wealth
California
$201K -$335K -3,201 -62%
AAS
539
Ameritas Advisory Services
Nebraska
$201K -$31.7K -303 -14%
OWA
540
Octavia Wealth Advisors
Ohio
$201K
PCM
541
Penserra Capital Management
California
$197K +$197K +1,890 New
AWMS
542
Advocacy Wealth Management Services
Georgia
$194K -$53.3K -510 -22%
SAM
543
S.A. Mason
Michigan
$188K
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$185K -$7.22K -69 -4%
FPS
545
Fieldpoint Private Securities
Connecticut
$178K
AWM
546
Accel Wealth Management
Iowa
$177K +$177K +1,698 New
CF
547
Centaurus Financial
California
$174K
CAL
548
Capital Advisors Ltd
Ohio
$161K
AssetMark Inc
549
AssetMark Inc
California
$161K +$21.9K +209 +16%
QCG
550
Quadrant Capital Group
Ohio
$159K