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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
551
BSW Wealth Partners
Colorado
$400K
SWM
552
SigFig Wealth Management
California
$399K -$189K -1,804 -32%
AFC
553
AFT Forsyth & Company
Florida
$399K
WF
554
Warner Financial
Maryland
$396K
CWM
555
Centurion Wealth Management
Virginia
$395K +$168K +1,605 +74%
FG
556
Foster Group
Iowa
$395K
PFA
557
Pure Financial Advisors
California
$393K +$59.7K +570 +18%
SPWG
558
Syntegra Private Wealth Group
Missouri
$391K -$42.2K -403 -10%
BWM
559
BCGM Wealth Management
Indiana
$390K -$361K -3,451 -48%
C1AG
560
Client 1st Advisory Group
Florida
$388K
SIM
561
Stratos Investment Management
Ohio
$387K +$419 +4 +0.1%
GWSG
562
GPS Wealth Strategies Group
Colorado
$377K +$377K +3,599 New
BWM
563
Baystate Wealth Management
Massachusetts
$374K -$672K -6,417 -64%
AAS
564
Annex Advisory Services
Wisconsin
$372K
ACM
565
Antonetti Capital Management
Florida
$368K +$314 +3 +0.1%
BFEC
566
Benjamin F. Edwards & Company
Missouri
$366K -$68.6K -656 -16%
FA
567
Financial Alternatives
California
$366K
FAIM
568
Financial Advocates Investment Management
Washington
$366K -$520K -4,968 -59%
FHA
569
Flagship Harbor Advisors
Massachusetts
$365K -$6.91K -66 -2%
DC
570
DeDora Capital
California
$365K -$50.5K -482 -12%
PWS
571
Paragon Wealth Strategies
Florida
$361K -$551K -5,260 -60%
PCWA
572
Pacific Capital Wealth Advisors
California
$360K -$17.5K -167 -5%
GKIM
573
GW&K Investment Management
Massachusetts
$359K +$359K +3,425 New
OFG
574
Orcam Financial Group
California
$357K
GL
575
Graypoint LLC
New York
$354K