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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$453K -$93.3K -891 -17%
KPWG
527
KFA Private Wealth Group
Virginia
$450K +$69.4K +663 +18%
WS
528
Wedbush Securities
California
$448K +$6.91K +66 +2%
CIP
529
Cornerstone Investment Partners
Georgia
$448K +$96.7K +923 +28%
EWA
530
ERTS Wealth Advisors
Michigan
$443K -$25.4K -243 -5%
WFPG
531
Waller Financial Planning Group
Ohio
$441K -$151K -1,445 -26%
RIA
532
Regal Investment Advisors
Michigan
$441K -$566K -5,403 -56%
RTL
533
Red Tortoise LLC
Georgia
$436K +$13.5K +129 +3%
TA
534
TruWealth Advisors
Louisiana
$435K -$107K -1,018 -20%
NFG
535
Nations Financial Group
Iowa
$434K +$157K +1,498 +57%
ES
536
Eagle Strategies
New York
$430K +$209K +1,997 +95%
CCM
537
Carlson Capital Management
Minnesota
$425K +$425K +4,055 New
CGFA
538
Colton Groome Financial Advisors
North Carolina
$424K -$68.1K -650 -14%
HWA
539
HCR Wealth Advisors
California
$422K
GAA
540
Guardian Asset Advisors
Pennsylvania
$422K -$55.2K -527 -12%
CT
541
Colonial Trust
South Carolina
$422K
WTC
542
WhitTier Trust Company
Nevada
$420K
EGA
543
Eagle Global Advisors
Texas
$419K
GSIAS
544
Garden State Investment Advisory Services
New Jersey
$418K -$11.6K -111 -3%
CAL
545
Capital Advisors Ltd
Ohio
$418K
G
546
GenTrust
Florida
$418K
TFGT
547
TS Financial Group (TSFG)
Illinois
$416K -$20.8K -199 -5%
FC
548
FCA Corp
Texas
$414K -$143K -1,367 -26%
OCM
549
Objective Capital Management
Ohio
$413K +$413K +3,947 New
CL
550
Choreo LLC
Illinois
$407K