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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWC
601
MBM Wealth Consultants
Missouri
$290K -$9.16K -88 -3%
FAIM
602
Financial Advocates Investment Management
Washington
$290K -$73.8K -709 -20%
AWA
603
Alta Wealth Advisors
Massachusetts
$288K -$40.1K -385 -12%
COCM
604
Charter Oak Capital Management
New Hampshire
$287K -$49.9K -480 -15%
CASB
605
Cape Ann Savings Bank
Massachusetts
$287K
VC
606
Veracity Capital
Georgia
$286K +$25K +240 +10%
FFP
607
FourThought Financial Partners
Florida
$286K -$727K -6,987 -72%
WC
608
Whitney & Co
New York
$283K
EL
609
EWA LLC
Pennsylvania
$282K +$416 +4 +0.1%
First Manhattan
610
First Manhattan
New York
$281K
HVIA
611
Hudson Valley Investment Advisors
New York
$281K +$281K +2,700 New
DIP
612
DT Investment Partners
Pennsylvania
$281K +$153K +1,479 +121%
DB
613
Dravo Bay
Delaware
$280K -$183K -1,756 -40%
RRC
614
Relaxing Retirement Coach
Massachusetts
$279K
VWM
615
Valley Wealth Managers
New Jersey
$279K
WTB
616
Washington Trust Bank
Washington
$279K +$279K +2,679 New
First Trust Advisors
617
First Trust Advisors
Illinois
$278K -$1.25K -12 -0.4%
WAG
618
Winthrop Advisory Group
Massachusetts
$276K -$135K -1,300 -33%
KL
619
KilterHowling LLC
Colorado
$268K -$28.6K -275 -10%
RIA
620
Realta Investment Advisors
Delaware
$264K -$1.35K -13 -0.5%
WWP
621
WR Wealth Planners
Missouri
$263K -$624 -6 -0.2%
ACA
622
Atlas Capital Advisors
Wyoming
$261K -$28.7K -276 -10%
FA
623
Flagstar Advisors
New York
$260K -$14.5K -139 -5%
CAG
624
Curtis Advisory Group
California
$256K +$256K +2,461 New
EWM
625
Endurance Wealth Management
Rhode Island
$256K