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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
551
Flagstar Advisors
New York
$335K -$78.1K -761 -19%
CAL
552
Capital Analysts LLC
Pennsylvania
$331K +$263K +2,563 +387%
VNA
553
Valley National Advisers
Pennsylvania
$330K +$299K +2,904 +968%
SHIM
554
Stone House Investment Management
Pennsylvania
$327K +$327K +3,188 New
FCIM
555
Fairview Capital Investment Management
California
$320K +$51.2K +500 +19%
QC
556
Quent Capital
New York
$319K +$61.5K +598 +24%
NFSG
557
Newbridge Financial Services Group
Florida
$318K +$318K +3,100 New
AL
558
ADE LLC
Maryland
$315K
GWMIA
559
Global Wealth Management Investment Advisory
Florida
$312K
HKIM
560
Hayek Kallen Investment Management
Alabama
$311K +$10.3K +100 +3%
RIA
561
Regal Investment Advisors
Michigan
$311K +$311K +3,025 New
SAS
562
Sanford Advisory Services
Michigan
$311K +$311K +3,029 New
EHC
563
Everett Harris & Co
California
$308K
RF
564
RHS Financial
California
$306K +$72.2K +704 +31%
WC
565
Whitney & Co
New York
$305K +$64.1K +625 +27%
HGWM
566
Horst & Graben Wealth Management
Oregon
$302K +$2.16K +21 +0.7%
CWA
567
Capital Wealth Alliance
Arizona
$300K -$38.1K -372 -11%
WEG
568
World Equity Group
Illinois
$298K +$298K +2,906 New
PJSIMP
569
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K +$205 +2 +0.1%
CPA
570
Capital Planning Advisors
California
$289K
RFN
571
RDA Financial Network
Iowa
$287K -$119K -1,162 -29%
BFO
572
Boston Family Office
Massachusetts
$286K +$43.8K +427 +18%
CW
573
CreativeOne Wealth
Kansas
$286K +$286K +2,782 New
CASB
574
Cape Ann Savings Bank
Massachusetts
$283K
WCF
575
West Coast Financial
California
$283K