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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
551
Bernardo Wealth Planning
Pennsylvania
$453K -$51K -489 -10%
PG
552
Proffitt & Goodson
Tennessee
$452K -$2.43M -23,341 -84%
AFG
553
Altiora Financial Group
Ohio
$452K +$452K +4,332 New
BBWP
554
Beacon Bridge Wealth Partners
Pennsylvania
$442K +$442K +4,238 New
KA
555
Kovack Advisors
Florida
$439K
SWP
556
ShoreHaven Wealth Partners
New Jersey
$437K -$24.7K -237 -5%
WAG
557
Winthrop Advisory Group
Massachusetts
$435K -$252K -2,415 -37%
BFEC
558
Benjamin F. Edwards & Company
Missouri
$433K -$128K -1,231 -23%
CGFA
559
Colton Groome Financial Advisors
North Carolina
$432K -$57.3K -550 -12%
SPWG
560
Syntegra Private Wealth Group
Missouri
$431K +$431K +4,137 New
WA
561
Waverly Advisors
Alabama
$430K +$86.8K +832 +25%
AA
562
Auxano Advisors
Washington
$422K
EGA
563
Eagle Global Advisors
Texas
$417K +$417K +4,000 New
MWM
564
Mattern Wealth Management
Kansas
$416K -$48.8K -468 -10%
CAL
565
Capital Advisors Ltd
Ohio
$416K +$75.7K +727 +22%
NCM
566
NCM Capital Management
New Jersey
$414K +$67.1K +643 +19%
DC
567
DeDora Capital
California
$414K +$4.9K +47 +1%
AAS
568
Ameritas Advisory Services
Nebraska
$411K +$140K +1,340 +51%
BWM
569
Benchmark Wealth Management
Connecticut
$408K
DI
570
Disciplined Investments
Oklahoma
$408K +$43K +412 +12%
TI
571
Tidal Investments
Wisconsin
$406K
JWCA
572
J.W. Cole Advisors
Florida
$401K +$32.3K +310 +9%
BWP
573
BSW Wealth Partners
Colorado
$398K -$169K -1,624 -30%
AFC
574
AFT Forsyth & Company
Florida
$397K
WF
575
Warner Financial
Maryland
$395K