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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APIM
551
Agate Pass Investment Management
Washington
$401K -$15.9K -155 -4%
KeyBank National Association
552
KeyBank National Association
Ohio
$400K +$78.5K +763 +24%
AWA
553
Aletheian Wealth Advisors
Washington
$396K -$207K -2,014 -34%
BAM
554
Belpointe Asset Management
Nevada
$394K -$94.7K -921 -19%
WCF
555
West Coast Financial
California
$393K
CWM
556
Centurion Wealth Management
Virginia
$390K +$1.34K +13 +0.3%
BF
557
Brooklyn FI
New York
$390K -$1.11M -10,774 -74%
HSBC Holdings
558
HSBC Holdings
United Kingdom
$389K -$248K -2,407 -39%
WF
559
Warner Financial
Maryland
$389K
GWSG
560
GPS Wealth Strategies Group
Colorado
$388K -$18.8K -183 -5%
BWM
561
Baystate Wealth Management
Massachusetts
$385K +$11.2K +109 +3%
GD
562
Grandfield & Dodd
New York
$384K
WS
563
Wedbush Securities
California
$384K -$1.96M -19,016 -84%
AI
564
Auour Investments
Massachusetts
$382K -$56.7K -550 -13%
SIM
565
Stratos Investment Management
Ohio
$381K +$720 +7 +0.2%
C1AG
566
Client 1st Advisory Group
Florida
$381K
AG
567
Ascent Group
Virginia
$379K -$330K -3,185 -47%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$376K +$140K +1,362 +60%
CIP
569
Cornerstone Investment Partners
Georgia
$373K +$373K +3,622 New
KPWG
570
KFA Private Wealth Group
Virginia
$372K +$60.3K +586 +19%
QPWM
571
Quadrant Private Wealth Management
Pennsylvania
$372K +$372K +3,619 New
DWA
572
Delap Wealth Advisory
Oregon
$367K
FHA
573
Flagship Harbor Advisors
Massachusetts
$364K +$4.53K +44 +1%
ACM
574
Antonetti Capital Management
Florida
$362K +$514 +5 +0.1%
FA
575
Financial Alternatives
California
$361K +$1.95K +19 +0.5%