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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
526
Avitas Wealth Management
California
$466K +$9.53K +91 +2%
DB
527
Dravo Bay
Delaware
$465K +$175K +1,676 +61%
BWP
528
Bernardo Wealth Planning
Pennsylvania
$464K +$9.21K +88 +2%
BAAM
529
Baker Avenue Asset Management
California
$463K -$1.46M -13,909 -76%
TSS
530
Two Sigma Securities
New York
$461K +$461K +4,402 New
WAL
531
W Advisors LLC
Tennessee
$455K -$175K -1,668 -28%
AFG
532
Altiora Financial Group
Ohio
$453K
GWCM
533
Godshalk Welsh Capital Management
Pennsylvania
$450K +$450K +4,300 New
EIA
534
Edgemoor Investment Advisors
Maryland
$447K -$50.2K -480 -10%
SHIM
535
Stone House Investment Management
Pennsylvania
$445K -$16.2K -155 -4%
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
$441K +$95.3K +910 +28%
KA
537
Kovack Advisors
Florida
$441K
IFPL
538
Investments & Financial Planning LLC
Kentucky
$440K -$34.9K -333 -7%
SIC
539
Sigma Investment Counselors
Michigan
$432K -$74.1K -708 -15%
WA
540
Waverly Advisors
Alabama
$432K
CAG
541
Csenge Advisory Group
Florida
$430K +$144K +1,371 +50%
AA
542
Auxano Advisors
Washington
$424K
ES
543
Eagle Strategies
New York
$422K +$422K +4,028 New
EGA
544
Eagle Global Advisors
Texas
$419K
CAL
545
Capital Advisors Ltd
Ohio
$418K
G
546
GenTrust
Florida
$418K -$65.9K -630 -14%
WAG
547
Winthrop Advisory Group
Massachusetts
$414K -$23K -220 -5%
DI
548
Disciplined Investments
Oklahoma
$410K
KeyBank National Association
549
KeyBank National Association
Ohio
$408K -$576K -5,500 -59%
TI
550
Tidal Investments
Wisconsin
$407K