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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
526
Strategic Investment Solutions
Illinois
$436K -$216K -2,084 -33%
PFA
527
Pure Financial Advisors
California
$431K +$40.8K +392 +10%
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$430K -$87.2K -838 -17%
SIC
529
Sigma Investment Counselors
Michigan
$430K
BFEC
530
Benjamin F. Edwards & Company
Missouri
$425K +$60.8K +584 +17%
AA
531
Auxano Advisors
Washington
$424K
APIM
532
Agate Pass Investment Management
Washington
$422K -$63.4K -609 -13%
EGA
533
Eagle Global Advisors
Texas
$416K
G
534
GenTrust
Florida
$415K
CAL
535
Capital Advisors Ltd
Ohio
$415K
GWSG
536
GPS Wealth Strategies Group
Colorado
$411K +$36.5K +351 +10%
LGWM
537
Litman Gregory Wealth Management
California
$409K +$409K +3,935 New
TI
538
Tidal Investments
Wisconsin
$405K
EIA
539
Edgemoor Investment Advisors
Maryland
$404K -$40.1K -385 -9%
AWM
540
Axxcess Wealth Management
California
$403K -$1.14M -11,004 -74%
WCF
541
West Coast Financial
California
$398K +$111K +1,063 +39%
BWP
542
BSW Wealth Partners
Colorado
$397K
IFPL
543
Investments & Financial Planning LLC
Kentucky
$394K -$43K -413 -10%
WF
544
Warner Financial
Maryland
$394K
CWM
545
Centurion Wealth Management
Virginia
$393K +$1.14K +11 +0.3%
GD
546
Grandfield & Dodd
New York
$389K +$389K +3,735 New
SPWG
547
Syntegra Private Wealth Group
Missouri
$388K
C1AG
548
Client 1st Advisory Group
Florida
$386K
SIM
549
Stratos Investment Management
Ohio
$385K +$832 +8 +0.2%
Betterment LLC
550
Betterment LLC
New York
$382K -$398K -3,822 -51%