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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EW
576
Element Wealth
Mississippi
$49K
SAM
577
Strategic Asset Management
Minnesota
$49K
SWM
578
Sugarloaf Wealth Management
Georgia
$48K
TFGT
579
TS Financial Group (TSFG)
Illinois
$48K
AA
580
AlphaMark Advisors
Kentucky
$47K +$47K +450 New
FP
581
Financial Perspectives
Minnesota
$45.7K
GRP
582
Global Retirement Partners
California
$44K -$49K -471 -53%
SIAP
583
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K
TIM
584
Tortoise Investment Management
New York
$40K -$4.74K -45 -11%
AWM
585
Abound Wealth Management
Tennessee
$39.5K
PP
586
Pacifica Partners
Canada
$38K
Lazard Asset Management
587
Lazard Asset Management
New York
$36K -$37K
PFS
588
Prospera Financial Services
Texas
$35K -$1.96M -18,742 -98%
CFD
589
Creative Financial Designs
Indiana
$33K -$2.02M -19,511 -98%
PFBT
590
Parkside Financial Bank & Trust
Missouri
$31K
IFAM
591
Institutional & Family Asset Management
Colorado
$31K
VNA
592
Valley National Advisers
Pennsylvania
$31K
KSWA
593
Kathleen S. Wright Associates
Pennsylvania
$27K
JWA
594
JFS Wealth Advisors
Pennsylvania
$26K
GA
595
GoalVest Advisory
New York
$25K +$25K +236 New
SCA
596
Stonebridge Capital Advisors
Minnesota
$20K
CIBC Private Wealth Group
597
CIBC Private Wealth Group
Georgia
$20K +$20K +190 New
RBC
598
Roble Belko & Company
Pennsylvania
$19K +$19K +182 New
BWP
599
Baldwin Wealth Partners
Massachusetts
$19K +$19K +184 New
AWM
600
Atticus Wealth Management
Florida
$18K +$18K +171 New