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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
576
Ballast Advisors
Minnesota
$346K
JWCA
577
J.W. Cole Advisors
Florida
$342K -$60.6K -579 -15%
COCM
578
Charter Oak Capital Management
New Hampshire
$339K -$7.12K -68 -2%
GWMIA
579
Global Wealth Management Investment Advisory
Florida
$337K
NFP
580
NorthLanding Financial Partners
New York
$334K +$9K +86 +3%
AWA
581
Alta Wealth Advisors
Massachusetts
$330K
PMG
582
ProVise Management Group
Florida
$326K -$11.4K -109 -3%
NFSG
583
Newbridge Financial Services Group
Florida
$325K
GWM
584
Geneos Wealth Management
Colorado
$324K +$147K +1,403 +83%
HSWM
585
Hubbell Strickland Wealth Management
Louisiana
$320K -$21.3K -203 -6%
BFA
586
BMS Financial Advisors
South Dakota
$317K -$7.12K -68 -2%
KPWG
587
KFA Private Wealth Group
Virginia
$317K +$523 +5 +0.2%
WFA
588
Wellspring Financial Advisors
Ohio
$316K
MWM
589
Mattern Wealth Management
Kansas
$315K -$102K -978 -25%
ICG
590
InterOcean Capital Group
Tennessee
$315K
EHC
591
Everett Harris & Co
California
$314K
DT
592
Diversified Trust
Tennessee
$314K +$10.5K +100 +3%
LFG
593
Lockerman Financial Group
California
$313K +$2.72K +26 +0.9%
D
594
Diversified
Delaware
$311K +$50.2K +480 +19%
MCA
595
MSH Capital Advisors
Arizona
$311K +$311K +2,967 New
HGWM
596
Horst & Graben Wealth Management
Oregon
$309K -$524 -5 -0.2%
DCM
597
Donaldson Capital Management
Indiana
$307K
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$307K -$105 -1 -0%
HKIM
599
Hayek Kallen Investment Management
Alabama
$306K -$10.5K -100 -3%
Luther King Capital Management (LKCM)
600
Luther King Capital Management (LKCM)
Texas
$304K -$303K