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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
576
PrairieView Partners
Minnesota
$331K -$1.34M -12,895 -80%
MCA
577
MSH Capital Advisors
Arizona
$330K +$21.2K +204 +7%
KeyBank National Association
578
KeyBank National Association
Ohio
$325K -$80K -769 -20%
LFG
579
Lockerman Financial Group
California
$322K +$11.1K +107 +4%
EP
580
Essential Planning
New Hampshire
$317K +$317K +3,045 New
WIA
581
World Investment Advisors
California
$316K +$316K +3,042 New
KPWG
582
KFA Private Wealth Group
Virginia
$316K +$624 +6 +0.2%
SWP
583
ShoreHaven Wealth Partners
New Jersey
$314K +$28.3K +272 +10%
EHC
584
Everett Harris & Co
California
$312K
DT
585
Diversified Trust
Tennessee
$312K
AWM
586
Accel Wealth Management
Iowa
$310K +$133K +1,277 +75%
WDG
587
Wealth Dimensions Group
Ohio
$310K +$64.8K +623 +26%
RB
588
Renasant Bank
Mississippi
$309K +$40.4K +388 +15%
HGWM
589
Horst & Graben Wealth Management
Oregon
$308K +$1.15K +11 +0.4%
CFB
590
Cullen/Frost Bankers
Texas
$307K -$936K -9,000 -75%
HKIM
591
Hayek Kallen Investment Management
Alabama
$304K
CWS
592
Confluence Wealth Services
Pennsylvania
$303K +$303K +2,913 New
Luther King Capital Management (LKCM)
593
Luther King Capital Management (LKCM)
Texas
$302K -$304K
BWM
594
Benchmark Wealth Management
Connecticut
$302K
MFA
595
Millington Financial Advisors
Illinois
$301K +$208 +2 +0.1%
9WM
596
9258 Wealth Management
Ohio
$297K -$5.2K -50 -2%
ONB
597
Old National Bancorp
Indiana
$295K +$295K +2,838 New
OWA
598
Opal Wealth Advisors
New York
$294K +$6.87K +66 +2%
RF
599
RHS Financial
California
$291K -$1.46K -14 -0.5%
BFO
600
Boston Family Office
Massachusetts
$290K