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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
526
Aspen Wealth Strategies
Colorado
$509K +$8.01K +76 +2%
GAM
527
Gould Asset Management
California
$507K +$3.69K +35 +0.7%
BBHC
528
Brown Brothers Harriman & Co
New York
$507K +$358K +3,396 +241%
TF
529
Theory Financial
Colorado
$502K +$5.69K +54 +1%
CISOA
530
Capital Investment Services of America
Wisconsin
$501K
FPW
531
Flagship Private Wealth
Massachusetts
$499K -$375K -3,554 -43%
BCA
532
Ballentine Capital Advisors
South Carolina
$497K +$497K +4,736 New
CGFA
533
Colton Groome Financial Advisors
North Carolina
$496K -$64.9K -616 -12%
GWM
534
Geneos Wealth Management
Colorado
$491K -$241K -2,288 -33%
SS
535
Simplicity Solutions
Minnesota
$488K -$2.08M -19,741 -81%
BFG
536
Bleakley Financial Group
New Jersey
$488K -$2.08M -19,741 -81%
CWS
537
Confluence Wealth Services
Pennsylvania
$487K +$487K +4,615 New
RA
538
Riversedge Advisors
Delaware
$485K -$10.9K -103 -2%
MFG
539
Merit Financial Group
Georgia
$480K +$265K +2,513 +123%
GAA
540
Guardian Asset Advisors
Pennsylvania
$480K +$480K +4,555 New
FFB
541
First Financial Bankshares
Texas
$474K +$474K +4,496 New
TLA
542
Tanglewood Legacy Advisors
Texas
$472K
LG
543
LaFleur & Godfrey
Michigan
$472K +$472K +4,475 New
EWA
544
ERTS Wealth Advisors
Michigan
$472K -$338K -3,203 -42%
FLA
545
Financial Life Advisors
Texas
$470K -$1.57M -14,873 -77%
KeyBank National Association
546
KeyBank National Association
Ohio
$467K +$57K +541 +14%
BAAM
547
Baker Avenue Asset Management
California
$466K
MCCA
548
Mill Creek Capital Advisors
Pennsylvania
$465K +$465K +4,410 New
LRPA
549
L. Roy Papp & Associates
Arizona
$459K -$31.6K -300 -6%
FM
550
Foster & Motley
Ohio
$456K -$61.5K -584 -12%