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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
551
Venturi Wealth Management
Texas
$403K +$30.9K +291 +8%
WF
552
Warner Financial
Maryland
$402K
GAA
553
Guardian Asset Advisors
Pennsylvania
$401K -$26.3K -248 -6%
DWA
554
Delap Wealth Advisory
Oregon
$397K
GD
555
Grandfield & Dodd
New York
$397K
TWP
556
Tyche Wealth Partners
Texas
$396K
C1AG
557
Client 1st Advisory Group
Florida
$394K
EGA
558
Eagle Global Advisors
Texas
$393K -$10.6K -100 -3%
WS
559
Wedbush Securities
California
$390K +$12.4K +117 +3%
SWA
560
Sax Wealth Advisors
New Jersey
$389K
TVM
561
True Vision MN
Minnesota
$385K +$11.4K +107 +3%
BJL
562
Brighton Jones LLC
Washington
$384K -$574K -5,405 -60%
AWM
563
Axxcess Wealth Management
California
$383K +$49.5K +466 +15%
XF
564
XML Financial
Maryland
$383K -$66.5K -626 -15%
PWP
565
PrairieView Wealth Partners
Illinois
$383K -$2.45M -23,025 -86%
HSBC Holdings
566
HSBC Holdings
United Kingdom
$379K +$129K +1,217 +52%
GSIAS
567
Garden State Investment Advisory Services
New Jersey
$378K +$2.23K +21 +0.6%
BA
568
Ballast Advisors
Minnesota
$377K +$8.92K +84 +2%
CWMS
569
Cannon Wealth Management Services
North Carolina
$373K +$373K +3,508 New
RIA
570
Regal Investment Advisors
Michigan
$372K -$15.1K -142 -4%
MFG
571
Merit Financial Group
Georgia
$371K -$221K -2,078 -37%
D
572
Diversified
Delaware
$368K +$24.2K +228 +7%
DE
573
Diversified Enterprises
Delaware
$368K +$368K +3,469 New
WWG
574
West Wealth Group
California
$368K -$2.76K -26 -0.7%
SIS
575
Strategic Investment Solutions
Illinois
$367K +$1.28K +12 +0.3%