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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$476K +$50.6K +492 +12%
WSFS
527
Wilmington Savings Fund Society
Delaware
$474K -$676K -6,575 -59%
BFA
528
Beaumont Financial Advisors
Massachusetts
$473K -$38.6K -375 -8%
CL
529
Choreo LLC
Illinois
$472K +$103K +1,003 +28%
PA
530
Procyon Advisors
Connecticut
$464K -$6.12M -59,522 -93%
TLA
531
Tanglewood Legacy Advisors
Texas
$461K
AFG
532
Altiora Financial Group
Ohio
$457K +$2.57K +25 +0.6%
BAAM
533
Baker Avenue Asset Management
California
$455K
RIG
534
RiverFront Investment Group
Virginia
$441K
Wealthfront Advisers
535
Wealthfront Advisers
California
$441K -$311K -3,022 -41%
NAM
536
NorthCrest Asset Manangement
Minnesota
$440K -$2.47K -24 -0.6%
KA
537
Kovack Advisors
Florida
$433K -$148K -1,442 -26%
WPW
538
Waldron Private Wealth
Pennsylvania
$432K -$55.5K -540 -11%
NL
539
NWAM LLC
Washington
$431K -$689K -6,696 -62%
AA
540
Auxano Advisors
Washington
$417K
SIC
541
Sigma Investment Counselors
Michigan
$415K -$10.3K -100 -2%
WTC
542
WhitTier Trust Company
Nevada
$413K -$690K -6,705 -63%
BA
543
Ballast Advisors
Minnesota
$412K +$49.9K +485 +14%
HWA
544
HCR Wealth Advisors
California
$411K -$206K -2,000 -33%
EGA
545
Eagle Global Advisors
Texas
$411K
CAL
546
Capital Advisors Ltd
Ohio
$411K
G
547
GenTrust
Florida
$410K
RI
548
Rinkey Investments
California
$404K +$40.3K +392 +11%
YIA
549
YHB Investment Advisors
Connecticut
$404K -$131K -1,270 -24%
RB
550
Renasant Bank
Mississippi
$403K +$97.3K +946 +32%