SUB icon

iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
551
Two Sigma Securities
New York
$394K +$134K +1,284 +52%
DWA
552
Delap Wealth Advisory
Oregon
$391K +$18K +172 +5%
GD
553
Grandfield & Dodd
New York
$390K
TWP
554
Tyche Wealth Partners
Texas
$390K
C1AG
555
Client 1st Advisory Group
Florida
$388K
LWMG
556
Levy Wealth Management Group
Pennsylvania
$386K -$128K -1,220 -25%
FC
557
FCA Corp
Texas
$386K -$27.2K -260 -7%
CCFCSB
558
Cape Cod Five Cents Savings Bank
Massachusetts
$385K -$426K -4,078 -53%
SWA
559
Sax Wealth Advisors
New Jersey
$383K +$161K +1,540 +73%
RIA
560
Regal Investment Advisors
Michigan
$381K -$58.8K -562 -13%
LFS
561
Legacy Financial Strategies
Kansas
$374K -$26.1K -250 -7%
BW
562
Bison Wealth
Georgia
$373K
SAF
563
Smith Anglin Financial
Texas
$372K -$215K -2,058 -37%
WS
564
Wedbush Securities
California
$372K -$75.6K -723 -17%
GSIAS
565
Garden State Investment Advisory Services
New Jersey
$370K -$47.2K -450 -11%
MLA
566
My Legacy Advisors
Oregon
$369K -$34.4K -329 -9%
TVM
567
True Vision MN
Minnesota
$368K +$52.8K +505 +17%
I
568
INVST
Indiana
$368K +$368K +3,525 New
FHB
569
First Hawaiian Bank
Hawaii
$368K -$1.27M -12,116 -78%
VWM
570
Venturi Wealth Management
Texas
$366K +$77.3K +739 +27%
WWG
571
West Wealth Group
California
$365K +$5.33K +51 +1%
DW30
572
Drucker Wealth 3.0
New Jersey
$363K +$363K +3,475 New
SIS
573
Strategic Investment Solutions
Illinois
$363K +$363K +3,443 New
BA
574
Ballast Advisors
Minnesota
$362K -$22.6K -216 -6%
SRC
575
Shufro Rose & Co
New York
$359K -$32.5K -311 -8%