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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
526
Wiser Wealth Management
Georgia
$528K +$83.9K +805 +19%
RA
527
Riversedge Advisors
Delaware
$526K +$36.3K +348 +7%
PPC
528
Park Place Capital
Alabama
$524K +$524K +5,025 New
AWA
529
Aletheian Wealth Advisors
Washington
$522K -$7.51K -72 -1%
KWS
530
Keystone Wealth Services
California
$517K -$158K -1,520 -23%
PCMC
531
Private Capital Management (Colorado)
Colorado
$515K +$11.5K +110 +2%
SIC
532
Sigma Investment Counselors
Michigan
$505K +$1.67K +16 +0.3%
GAM
533
Gould Asset Management
California
$503K +$66.7K +640 +15%
FM
534
Foster & Motley
Ohio
$502K +$24.8K +238 +5%
JCM
535
Jacobsen Capital Management
Utah
$501K +$1.98K +19 +0.4%
EIA
536
Edgemoor Investment Advisors
Maryland
$495K
CISOA
537
Capital Investment Services of America
Wisconsin
$495K
SF
538
Summit Financial
New Jersey
$490K -$156K -1,493 -24%
APIM
539
Agate Pass Investment Management
Washington
$487K +$25K +240 +5%
LRPA
540
L. Roy Papp & Associates
Arizona
$485K
HAIM
541
Hunter Associates Investment Management
Pennsylvania
$484K +$484K +4,650 New
PA
542
Parallel Advisors
California
$484K +$387K +3,707 +397%
G
543
GenTrust
Florida
$482K +$482K +4,620 New
FIB
544
First Interstate Bank
Montana
$481K +$130K +1,247 +37%
IFPL
545
Investments & Financial Planning LLC
Kentucky
$473K +$473K +4,533 New
TIA
546
Traphagen Investment Advisors
New Jersey
$472K
SAF
547
Smith Anglin Financial
Texas
$465K +$66.5K +638 +17%
PB
548
Pinnacle Bancorp
Nebraska
$462K -$322K -3,083 -41%
SHIM
549
Stone House Investment Management
Pennsylvania
$460K +$127K +1,222 +38%
AWM
550
Avitas Wealth Management
California
$455K -$188K -1,803 -29%