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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
601
Bangor Savings Bank
Maine
$252K
RF
602
Resolute Financial
Massachusetts
$249K +$44.9K +437 +22%
MWC
603
MBM Wealth Consultants
Missouri
$249K +$138K +1,347 +125%
GL
604
Graypoint LLC
New York
$243K
WDG
605
Wealth Dimensions Group
Ohio
$242K
WMA
606
West Michigan Advisors
Michigan
$242K +$14.3K +139 +6%
AWG
607
Altus Wealth Group
Colorado
$240K
NFP
608
NorthLanding Financial Partners
New York
$237K +$237K +2,307 New
MPW
609
Melone Private Wealth
Michigan
$232K +$103 +1 +0%
PCIA
610
Prime Capital Investment Advisors
Kansas
$230K -$82.8K -805 -26%
WCA
611
Westover Capital Advisors
Delaware
$230K +$27.2K +265 +13%
CT
612
Colonial Trust
South Carolina
$230K +$230K +2,239 New
FI
613
Financial Insights
Washington
$226K +$226K +2,201 New
LWM
614
Lyell Wealth Management
California
$223K
BSWM
615
Boston Standard Wealth Management
Massachusetts
$223K +$514 +5 +0.2%
WOSD
616
WFA of San Diego
California
$220K +$220K +2,145 New
BIA
617
Bigelow Investment Advisors
Maine
$218K -$17K -166 -7%
BL
618
Balentine LLC
Georgia
$216K -$77.3K -754 -26%
RWI
619
Red Wave Investments
Pennsylvania
$215K
CAG
620
Csenge Advisory Group
Florida
$215K +$215K +2,096 New
CF
621
Centaurus Financial
California
$214K +$30.8K +299 +17%
HSA
622
HBK Sorce Advisory
Pennsylvania
$214K +$214K +2,087 New
BCM
623
Brasada Capital Management
Texas
$212K -$92.5K -900 -30%
AWM
624
Apollon Wealth Management
South Carolina
$211K +$211K +2,059 New
CDIA
625
Capital Directions Investment Advisors
Georgia
$209K -$286K -2,732 Closed