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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFPL
601
Investments & Financial Planning LLC
Kentucky
$355K -$8.86K -84 -2%
AWM
602
Avitas Wealth Management
California
$353K +$18.3K +174 +5%
CIP
603
Cornerstone Investment Partners
Georgia
$353K -$28.7K -272 -8%
BF
604
Brooklyn FI
New York
$351K -$48.4K -459 -12%
VWM
605
Venturi Wealth Management
Texas
$351K -$268K -2,546 -43%
CA
606
Crewe Advisors
Utah
$351K +$351K +3,325 New
SAG
607
Spotlight Asset Group
Illinois
$350K
FHA
608
First Horizon Advisors
Tennessee
$350K -$1.64M -15,535 -82%
FG
609
Foster Group
Iowa
$343K
GWMIA
610
Global Wealth Management Investment Advisory
Florida
$341K
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$340K -$199K -1,883 -37%
HKIM
612
Hayek Kallen Investment Management
Alabama
$340K +$31.6K +300 +10%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$339K -$174K -1,656 -34%
OAM
614
Oppenheimer Asset Management
New York
$339K +$339K +3,215 New
PIMG
615
Patriot Investment Management Group
Tennessee
$334K -$257K -2,441 -43%
SPI
616
Sutton Place Investors
New York
$329K +$4.96K +47 +2%
QWP
617
Quotient Wealth Partners
Texas
$322K +$322K +3,052 New
RIG
618
RiverFront Investment Group
Virginia
$322K -$131K -1,242 -29%
EHC
619
Everett Harris & Co
California
$316K
HIMC
620
Heritage Investors Management Corp
Maryland
$316K
HGWM
621
Horst & Graben Wealth Management
Oregon
$315K +$1.9K +18 +0.6%
AWA
622
Arkadios Wealth Advisors
Georgia
$315K +$27.3K +259 +10%
Wealthfront Advisers
623
Wealthfront Advisers
California
$314K -$138K -1,308 -30%
MAM
624
McLean Asset Management
Virginia
$313K +$313K +2,976 New
EB
625
Exchange Bank
California
$313K +$313K +2,965 New