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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
526
AE Wealth Management
Kansas
$448K +$124K +1,171 +38%
NAM
527
NorthCrest Asset Manangement
Minnesota
$442K -$56.1K -528 -11%
CC
528
Capstone Capital
Nevada
$438K -$53.1K -500 -11%
CIP
529
Cornerstone Investment Partners
Georgia
$436K +$29.3K +276 +7%
TW
530
Traveka Wealth
California
$433K
WFPG
531
Waller Financial Planning Group
Ohio
$433K +$11.5K +108 +3%
DAS
532
Diversify Advisory Services
Utah
$430K -$66.3K -627 -13%
CT
533
Colonial Trust
South Carolina
$427K
WTC
534
WhitTier Trust Company
Nevada
$426K
HWA
535
HCR Wealth Advisors
California
$425K
RA
536
Riversedge Advisors
Delaware
$424K -$7.54K -71 -2%
RFP
537
Root Financial Partners
California
$420K +$420K +3,952 New
KeyBank National Association
538
KeyBank National Association
Ohio
$420K +$63.8K +601 +18%
WWM
539
Waterway Wealth Management
Texas
$419K -$568K -5,347 -58%
EWA
540
ERTS Wealth Advisors
Michigan
$414K +$6.8K +64 +2%
BEI
541
Benjamin Edwards Inc
Missouri
$413K +$413K +3,882 New
RRCM
542
Rappaport Reiches Capital Management
Illinois
$412K +$412K +3,884 New
FCP
543
Fidelis Capital Partners
Florida
$412K +$412K +3,909 New
CWM
544
Centurion Wealth Management
Virginia
$412K +$412K +3,877 New
OC
545
Oppenheimer & Co
New York
$409K -$2.91M -27,358 -88%
SIM
546
Stratos Investment Management
Ohio
$408K +$1.06K +10 +0.3%
EWA
547
Elevate Wealth Advisory
Georgia
$408K -$12K -113 -3%
PCG
548
Prosperity Consulting Group
Maryland
$407K +$407K +3,837 New
SWP
549
ShoreHaven Wealth Partners
New Jersey
$405K -$41.2K -388 -9%
MGIA
550
Moneta Group Investment Advisors
Missouri
$405K +$405K +3,811 New