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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWMIAS
551
One Wealth Management Investment & Advisory Services
Florida
$448K +$448K +4,252 New
AWA
552
Aletheian Wealth Advisors
Washington
$448K +$42K +398 +10%
WS
553
Wedbush Securities
California
$444K +$50.6K +480 +13%
TJHA
554
Thomas J. Herzfeld Advisors
Florida
$443K +$443K +4,200 New
TFGT
555
TS Financial Group (TSFG)
Illinois
$440K +$440K +4,171 New
BW
556
Bison Wealth
Georgia
$437K +$437K +4,146 New
GSIAS
557
Garden State Investment Advisory Services
New Jersey
$432K -$63.7K -604 -13%
LFG
558
Larson Financial Group
Missouri
$429K +$423K +4,010 +7,161%
RTL
559
Red Tortoise LLC
Georgia
$425K +$63.9K +606 +18%
HWA
560
HCR Wealth Advisors
California
$425K +$3.27K +31 +0.8%
CT
561
Colonial Trust
South Carolina
$424K +$408K +3,868 +2,464%
WTC
562
WhitTier Trust Company
Nevada
$423K
EGA
563
Eagle Global Advisors
Texas
$422K
CAL
564
Capital Advisors Ltd
Ohio
$421K
G
565
GenTrust
Florida
$421K
CWS
566
Cypress Wealth Services
California
$412K -$265K -2,510 -39%
HSBC Holdings
567
HSBC Holdings
United Kingdom
$411K +$12.5K +119 +3%
CL
568
Choreo LLC
Illinois
$410K -$74.3K -705 -15%
SIS
569
Strategic Investment Solutions
Illinois
$406K -$23.5M -222,867 -98%
CA
570
Clearstead Advisors
Ohio
$405K -$1.57M -14,848 -79%
CWM
571
Centurion Wealth Management
Virginia
$405K +$4.53K +43 +1%
LFS
572
Legacy Financial Strategies
Kansas
$403K +$51K +484 +14%
Pathstone Holdings
573
Pathstone Holdings
New Jersey
$403K +$403K +3,826 New
WCF
574
West Coast Financial
California
$403K
SIM
575
Stratos Investment Management
Ohio
$402K +$11.4K +108 +3%