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iShares Short-Term National Muni Bond ETF

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
601
Wealthquest
Ohio
$210K -$34.6K -332 -14%
SMA
602
Sage Mountain Advisors
Georgia
$209K
SVWAG
603
Sound View Wealth Advisors Group
Georgia
$209K
RF
604
Resolute Financial
Massachusetts
$208K +$208K +1,985 New
WCA
605
Westover Capital Advisors
Delaware
$207K -$1.05K -10 -0.5%
WWP
606
WR Wealth Planners
Missouri
$204K -$2.41K -23 -1%
CPSC
607
Carl P. Sherr & Co
Massachusetts
$202K
TFA
608
Tobias Financial Advisors
Florida
$201K +$201K +1,918 New
GWM
609
Geneos Wealth Management
Colorado
$195K -$28.8K -276 -13%
SAM
610
S.A. Mason
Michigan
$188K
CF
611
Centaurus Financial
California
$186K +$12.6K +121 +7%
CMBA
612
C.M. Bidwell & Associates
Hawaii
$185K +$89.9K +860 +95%
FPS
613
Fieldpoint Private Securities
Connecticut
$178K
AWM
614
Accel Wealth Management
Iowa
$178K
TCOV
615
Trust Company of Vermont
Vermont
$167K +$167K +1,600 New
QCG
616
Quadrant Capital Group
Ohio
$159K +$209 +2 +0.1%
OIA
617
Optimum Investment Advisors
Illinois
$157K
First Manhattan
618
First Manhattan
New York
$157K +$157K +1,500 New
TFS
619
TrustCore Financial Services
Tennessee
$155K +$105K +1,000 +208%
BWM
620
Baystate Wealth Management
Massachusetts
$148K +$144K +1,370 +3,425%
CHA
621
Carmichael Hill & Associates
Maryland
$141K
BWA
622
BDO Wealth Advisors
Florida
$136K
TCWA
623
Ten Capital Wealth Advisors
Washington
$130K
SMG
624
Spectrum Management Group
Indiana
$130K +$51.7K +492 +66%
PP
625
Pacifica Partners
Canada
$128K +$89.8K +845 +235%