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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
PCWA
526
Pacific Capital Wealth Advisors
California
$375K +$103 +1 +0%
MHR
527
Matthew Hamilton Rosenberg
$372K -$703K -6,840 -65%
IAIM
528
International Assets Investment Management
Florida
$371K
TFF
529
The Family Firm
Maryland
$370K +$822 +8 +0.2%
BFA
530
Beaumont Financial Advisors
Massachusetts
$370K +$38.5K +375 +12%
ACA
531
Atlas Capital Advisors
Wyoming
$365K +$60.5K +589 +20%
HWM
532
Hohimer Wealth Management
Washington
$364K -$178K -1,736 -33%
DWM
533
Destination Wealth Management
California
$364K +$22.3K +217 +7%
JWCA
534
J.W. Cole Advisors
Florida
$363K -$102K -995 -22%
LA
535
Legacy Advisors
Pennsylvania
$362K +$362K +3,531 New
Franklin Resources
536
Franklin Resources
California
$360K -$328K -3,200 -48%
COCM
537
Charter Oak Capital Management
New Hampshire
$360K -$126K -1,233 -26%
DI
538
Disciplined Investments
Oklahoma
$360K -$105K -1,024 -23%
PMG
539
ProVise Management Group
Florida
$357K +$357K +3,480 New
First Trust Advisors
540
First Trust Advisors
Illinois
$356K -$7.09K -69 -2%
AFP
541
Ausdal Financial Partners
Iowa
$352K +$352K +3,433 New
OFG
542
Orcam Financial Group
California
$351K -$40.1K -390 -10%
FIB
543
First Interstate Bank
Montana
$346K
IA
544
IAM Advisory
Pennsylvania
$345K +$120K +1,168 +53%
BA
545
Ballast Advisors
Minnesota
$341K -$8.32K -81 -2%
NCM
546
NCM Capital Management
New Jersey
$341K +$19.9K +194 +6%
WA
547
Waverly Advisors
Alabama
$338K +$338K +3,293 New
FWP
548
Firethorn Wealth Partners
Georgia
$337K -$186K -1,809 -36%
BWM
549
BCS Wealth Management
Tennessee
$336K
CAL
550
Capital Advisors Ltd
Ohio
$335K