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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
576
AWM Capital
Arizona
$365K -$39.3K -370 -10%
HKIM
577
Hayek Kallen Investment Management
Alabama
$364K
QPWM
578
Quadrant Private Wealth Management
Pennsylvania
$364K +$16K +151 +5%
RB
579
Renasant Bank
Mississippi
$361K
SWP
580
Summit Wealth Partners
Florida
$361K +$1.49K +14 +0.4%
SRC
581
Shufro Rose & Co
New York
$359K
FG
582
Foster Group
Iowa
$358K +$531 +5 +0.1%
CWM
583
Collaborative Wealth Management
Florida
$358K +$63K +593 +21%
CCFCSB
584
Cape Cod Five Cents Savings Bank
Massachusetts
$357K -$34.6K -326 -9%
TW
585
Towerpoint Wealth
California
$355K -$60.7K -572 -15%
IA
586
IFP Advisors
Florida
$354K -$73.8K -695 -17%
MWM
587
Modern Wealth Management
Kansas
$353K +$353K +3,327 New
TFGT
588
TS Financial Group (TSFG)
Illinois
$353K +$42.4K +399 +14%
HPFG
589
Hart & Patterson Financial Group
Massachusetts
$353K +$86.9K +818 +33%
LFS
590
Legacy Financial Strategies
Kansas
$342K -$37.9K -357 -10%
T
591
TNF
Montana
$340K +$1.27K +12 +0.4%
DW30
592
Drucker Wealth 3.0
New Jersey
$335K -$33.9K -319 -9%
SW
593
Simplicity Wealth
New Jersey
$332K -$581K -5,471 -64%
HGWM
594
Horst & Graben Wealth Management
Oregon
$330K +$1.7K +16 +0.5%
FCI
595
Financial Counselors Inc
Kansas
$329K +$91.9K +865 +39%
UB
596
UMB Bank
Missouri
$327K +$24.3K +229 +8%
TA
597
TruWealth Advisors
Louisiana
$326K -$83.7K -788 -20%
PIMG
598
Patriot Investment Management Group
Tennessee
$325K
CAMG
599
CWA Asset Management Group
Florida
$323K +$323K +3,046 New
CAG
600
Csenge Advisory Group
Florida
$321K +$321K +3,029 New