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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
601
Benchmark Wealth Management
Connecticut
$304K -$107K -1,018 -26%
9WM
602
9258 Wealth Management
Ohio
$304K +$6.07K +58 +2%
MFA
603
Millington Financial Advisors
Illinois
$303K -$80.8K -772 -21%
KL
604
KilterHowling LLC
Colorado
$299K +$299K +2,855 New
LA
605
Lane & Associates
New Jersey
$294K +$49.7K +475 +20%
RF
606
RHS Financial
California
$294K -$54.9K -524 -16%
RI
607
Rinkey Investments
California
$293K +$20.6K +197 +8%
BFO
608
Boston Family Office
Massachusetts
$292K
ACA
609
Atlas Capital Advisors
Wyoming
$292K -$93.1K -889 -24%
WCF
610
West Coast Financial
California
$289K
CASB
611
Cape Ann Savings Bank
Massachusetts
$289K
OWA
612
Opal Wealth Advisors
New York
$288K -$604K -5,773 -68%
SWP
613
ShoreHaven Wealth Partners
New Jersey
$287K -$151K -1,444 -34%
Bessemer Group
614
Bessemer Group
New Jersey
$287K -$3.01M -28,871 -91%
WC
615
Whitney & Co
New York
$284K -$3.14K -30 -1%
GWS
616
Glassman Wealth Services
Virginia
$283K
First Manhattan
617
First Manhattan
New York
$283K
EL
618
EWA LLC
Pennsylvania
$282K +$282K +2,705 New
First Trust Advisors
619
First Trust Advisors
Illinois
$281K -$18.6K -178 -6%
RRC
620
Relaxing Retirement Coach
Massachusetts
$281K
VWM
621
Valley Wealth Managers
New Jersey
$281K
FA
622
Flagstar Advisors
New York
$276K -$3.25K -31 -1%
AF
623
Advisornet Financial
Minnesota
$273K +$15.4K +147 +6%
AC
624
ASB Consultores
Florida
$271K -$43.8K -418 -14%
PCMC
625
Private Capital Management (Colorado)
Colorado
$271K -$246K -2,351 -48%