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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
576
Delap Wealth Advisory
Oregon
$373K -$373K -3,565 -50%
BFEC
577
Benjamin F. Edwards & Company
Missouri
$373K +$36.2K +346 +11%
BW
578
Bison Wealth
Georgia
$373K -$61.3K -585 -14%
AWM
579
Able Wealth Management
New Jersey
$369K -$13.3K -127 -3%
WWG
580
West Wealth Group
California
$360K +$360K +3,438 New
HKIM
581
Hayek Kallen Investment Management
Alabama
$359K +$21K +200 +6%
PFS
582
Prospera Financial Services
Texas
$356K +$146K +1,390 +69%
SAG
583
Spotlight Asset Group
Illinois
$356K
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$353K +$15K +143 +4%
SWP
585
Summit Wealth Partners
Florida
$353K -$18.9K -180 -5%
FG
586
Foster Group
Iowa
$352K +$3.56K +34 +1%
T
587
TNF
Montana
$350K -$182K -1,744 -34%
CA
588
Clearstead Advisors
Ohio
$342K -$59.9K -572 -15%
HSBC Holdings
589
HSBC Holdings
United Kingdom
$337K -$71.8K -686 -18%
DC
590
DeDora Capital
California
$335K -$30.3K -289 -8%
FHA
591
Flagship Harbor Advisors
Massachusetts
$332K -$38.2K -365 -10%
PIMG
592
Patriot Investment Management Group
Tennessee
$332K
CWS
593
Cypress Wealth Services
California
$329K -$79.8K -762 -20%
Wealthfront Advisers
594
Wealthfront Advisers
California
$325K +$12.9K +123 +4%
AI
595
Auour Investments
Massachusetts
$325K +$25.2K +241 +8%
HGWM
596
Horst & Graben Wealth Management
Oregon
$322K +$8.48K +81 +3%
MFC
597
Morris Financial Concepts
South Carolina
$321K +$23.7K +226 +8%
TVM
598
True Vision MN
Minnesota
$315K +$107K +1,026 +52%
PWM
599
PBMares Wealth Management
Virginia
$314K -$41.2K -393 -12%
EHC
600
Everett Harris & Co
California
$314K