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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EHC
601
Everett Harris & Co
California
$319K
HIMC
602
Heritage Investors Management Corp
Maryland
$318K
WC
603
Whitney & Co
New York
$317K +$1.06K +10 +0.3%
AWA
604
Alta Wealth Advisors
Massachusetts
$315K
EB
605
Exchange Bank
California
$315K
MFC
606
Morris Financial Concepts
South Carolina
$314K +$15.3K +144 +5%
APIM
607
Agate Pass Investment Management
Washington
$313K
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$312K -$134K -1,264 -30%
CPL
609
CAP Partners LLC
Tennessee
$311K -$743 -7 -0.2%
SAF
610
Smith Anglin Financial
Texas
$311K -$67.1K -632 -18%
KA
611
Kovack Advisors
Florida
$310K
SAM
612
Smartleaf Asset Management
Massachusetts
$309K +$84.1K +791 +37%
CA
613
Crewe Advisors
Utah
$308K -$95.6K -900 -24%
EW
614
Elyxium Wealth
California
$305K +$305K +2,876 New
SPI
615
Sutton Place Investors
New York
$305K +$2.23K +21 +0.7%
WAG
616
Winthrop Advisory Group
Massachusetts
$301K +$106 +1 +0%
AWM
617
Avitas Wealth Management
California
$300K -$8.28K -78 -3%
OSAM
618
O'Shaughnessy Asset Management
Connecticut
$299K +$1.48K +14 +0.5%
EFG
619
Ethos Financial Group
Pennsylvania
$299K
SXL
620
Summit X LLC
Missouri
$298K -$12.4K -119 -4%
CIA
621
Concurrent Investment Advisors
Florida
$297K +$9.77K +92 +3%
FHA
622
Flagship Harbor Advisors
Massachusetts
$295K +$295K +2,778 New
MAM
623
McLean Asset Management
Virginia
$293K
WCF
624
West Coast Financial
California
$293K
HNWA
625
Henrickson Nauta Wealth Advisors
Michigan
$292K