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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
601
9258 Wealth Management
Ohio
$287K -$6.38K -62 -2%
DB
602
Dravo Bay
Delaware
$285K +$9.05K +88 +3%
AWA
603
Alta Wealth Advisors
Massachusetts
$285K
WC
604
Whitney & Co
New York
$285K +$5.66K +55 +2%
CASB
605
Cape Ann Savings Bank
Massachusetts
$284K
Bessemer Group
606
Bessemer Group
New Jersey
$283K -$1.21M -11,730 -81%
DIP
607
DT Investment Partners
Pennsylvania
$283K +$4.53K +44 +2%
EL
608
EWA LLC
Pennsylvania
$281K -$519 -5 -0.2%
MFA
609
Millington Financial Advisors
Illinois
$281K -$17.1K -166 -6%
AWA
610
Arkadios Wealth Advisors
Georgia
$280K +$280K +2,725 New
First Manhattan
611
First Manhattan
New York
$278K
SRC
612
Shufro Rose & Co
New York
$276K -$897K -8,721 -76%
VWM
613
Valley Wealth Managers
New Jersey
$276K
PP
614
PrairieView Partners
Minnesota
$275K -$51.7K -504 -16%
AC
615
Arjuna Capital
North Carolina
$275K +$275K +2,672 New
BWM
616
Benchmark Wealth Management
Connecticut
$274K -$24.2K -235 -8%
TFG
617
Team Financial Group
California
$273K +$273K +2,655 New
WAG
618
Winthrop Advisory Group
Massachusetts
$273K
COCM
619
Charter Oak Capital Management
New Hampshire
$272K -$12.1K -118 -4%
AWM
620
Accurate Wealth Management
Florida
$269K +$269K +2,607 New
EP
621
Essential Planning
New Hampshire
$268K -$44.7K -435 -14%
RIA
622
Realta Investment Advisors
Delaware
$264K
VC
623
Veracity Capital
Georgia
$263K -$20.1K -195 -7%
CAG
624
Csenge Advisory Group
Florida
$262K -$71.8K -698 -22%
MFC
625
Morris Financial Concepts
South Carolina
$261K +$56.1K +545 +27%