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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
576
Savant Capital
Illinois
$356K +$356K +3,460 New
IFPL
577
Investments & Financial Planning LLC
Kentucky
$355K -$34.4K -334 -9%
RTL
578
Red Tortoise LLC
Georgia
$353K +$344K +3,348 +4,238%
CIBC Private Wealth Group
579
CIBC Private Wealth Group
Georgia
$353K +$353K +3,427 New
SAG
580
Spotlight Asset Group
Illinois
$350K
WAL
581
W Advisors LLC
Tennessee
$350K -$112K -1,089 -24%
GL
582
Graypoint LLC
New York
$348K
LFS
583
Legacy Financial Strategies
Kansas
$347K -$129K -1,246 -27%
FG
584
Foster Group
Iowa
$343K +$4.42K +43 +1%
EIA
585
Edgemoor Investment Advisors
Maryland
$337K -$62.7K -610 -16%
FCA
586
FinTrust Capital Advisors
South Carolina
$335K +$298K +2,900 +810%
DC
587
DeDora Capital
California
$335K -$25.8K -251 -7%
GWMIA
588
Global Wealth Management Investment Advisory
Florida
$332K
AWM
589
Avitas Wealth Management
California
$327K -$135K -1,316 -29%
MCA
590
MSH Capital Advisors
Arizona
$327K +$411 +4 +0.1%
LA
591
Lane & Associates
New Jersey
$327K -$49.3K -479 -13%
SPI
592
Sutton Place Investors
New York
$316K +$316K +3,070 New
FFM
593
Flagstone Financial Management
Nebraska
$312K +$66.6K +647 +27%
HIMC
594
Heritage Investors Management Corp
Maryland
$309K +$309K +3,000 New
EHC
595
Everett Harris & Co
California
$309K
AWM
596
Apollon Wealth Management
South Carolina
$307K -$43.1K -419 -12%
HGWM
597
Horst & Graben Wealth Management
Oregon
$306K +$1.44K +14 +0.5%
CFB
598
Cullen/Frost Bankers
Texas
$304K
HKIM
599
Hayek Kallen Investment Management
Alabama
$301K
BFO
600
Boston Family Office
Massachusetts
$298K +$11.8K +115 +4%