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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIMC
601
Heritage Investors Management Corp
Maryland
$314K
SXL
602
Summit X LLC
Missouri
$313K -$71.2K -680 -19%
AWA
603
Arkadios Wealth Advisors
Georgia
$313K
EB
604
Exchange Bank
California
$311K
EFM
605
Eley Financial Management
Vermont
$309K -$395K -3,775 -56%
APIM
606
Agate Pass Investment Management
Washington
$309K -$68.5K -654 -18%
AWA
607
Alta Wealth Advisors
Massachusetts
$301K +$10.3K +98 +4%
CPL
608
CAP Partners LLC
Tennessee
$299K +$524 +5 +0.2%
UB
609
UMB Bank
Missouri
$298K
IFPL
610
Investments & Financial Planning LLC
Kentucky
$296K -$57K -544 -16%
FHA
611
First Horizon Advisors
Tennessee
$295K -$52.6K -502 -15%
BFO
612
Boston Family Office
Massachusetts
$294K -$9.95K -95 -3%
EFG
613
Ethos Financial Group
Pennsylvania
$291K
TW
614
Traveka Wealth
California
$291K
CWM
615
Collaborative Wealth Management
Florida
$291K +$291K +2,775 New
VWM
616
Venturi Wealth Management
Texas
$290K -$58.8K -561 -17%
MAM
617
McLean Asset Management
Virginia
$289K -$21.9K -210 -7%
IF
618
Intrua Financial
Texas
$288K +$35.2K +336 +14%
TC
619
Trust Company
Kansas
$287K +$942 +9 +0.3%
Bessemer Group
620
Bessemer Group
New Jersey
$287K -$449K -4,300 -61%
HNWA
621
Henrickson Nauta Wealth Advisors
Michigan
$287K
SC
622
Savant Capital
Illinois
$286K +$286K +2,728 New
AWM
623
Avitas Wealth Management
California
$285K -$66K -630 -19%
First Manhattan
624
First Manhattan
New York
$283K
FPW
625
Flagship Private Wealth
Massachusetts
$281K -$215K -2,054 -43%