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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BF
551
Brooklyn FI
New York
$406K +$56.9K +543 +16%
Pathstone Holdings
552
Pathstone Holdings
New Jersey
$405K +$4.08K +39 +1%
MLA
553
My Legacy Advisors
Oregon
$404K -$125K -1,195 -24%
CWM
554
Centurion Wealth Management
Virginia
$403K +$1.05K +10 +0.3%
RA
555
Riversedge Advisors
Delaware
$402K -$79.9K -763 -17%
LFS
556
Legacy Financial Strategies
Kansas
$401K +$209 +2 +0.1%
WCF
557
West Coast Financial
California
$400K
SIM
558
Stratos Investment Management
Ohio
$400K +$628 +6 +0.2%
Fidelity Investments
559
Fidelity Investments
Massachusetts
$400K +$127K +1,214 +47%
CRA
560
Clear Rock Advisors
Texas
$400K
CA
561
Crewe Advisors
Utah
$398K +$49.7K +475 +14%
WF
562
Warner Financial
Maryland
$396K
PJWM
563
Philip James Wealth Mangement
Georgia
$393K -$1.47K -14 -0.4%
PWA
564
Pillar Wealth Advisors
Pennsylvania
$393K
SRC
565
Shufro Rose & Co
New York
$392K +$111K +1,056 +39%
GD
566
Grandfield & Dodd
New York
$391K
TWP
567
Tyche Wealth Partners
Texas
$391K
C1AG
568
Client 1st Advisory Group
Florida
$388K
WWM
569
Waterway Wealth Management
Texas
$387K -$22M -209,823 -98%
AG
570
Ascent Group
Virginia
$386K -$12.6K -120 -3%
BA
571
Ballast Advisors
Minnesota
$385K +$78K +745 +25%
CIA
572
Concurrent Investment Advisors
Florida
$383K -$447K -4,266 -54%
SPI
573
Sutton Place Investors
New York
$383K +$56.2K +537 +17%
GL
574
Graypoint LLC
New York
$382K +$15.8K +151 +4%
VFPW
575
Vantage Financial Partners (Wisconsin)
Wisconsin
$379K -$10.6K -101 -3%