SUB icon

iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
ICG
626
InterOcean Capital Group
Tennessee
$209K
FRA
627
Frank Rimerman Advisors
California
$207K
OWM
628
Orgel Wealth Management
Wisconsin
$207K -$1.04M -10,141 -83%
MA
629
MONECO Advisors
Connecticut
$207K
CFA
630
Cahill Financial Advisors
Minnesota
$205K -$54.6K -532 -21%
SVWAG
631
Sound View Wealth Advisors Group
Georgia
$205K
SMA
632
Sage Mountain Advisors
Georgia
$205K
CWM
633
Collaborative Wealth Management
Florida
$205K +$205K +1,994 New
PWPS
634
Pinnacle Wealth Planning Services
Ohio
$205K +$205K +2,000 New
KFS
635
Kelly Financial Services
Massachusetts
$205K -$4.02M -39,158 -95%
WWP
636
WR Wealth Planners
Missouri
$186K -$14.9K -145 -7%
SAM
637
S.A. Mason
Michigan
$185K
BSWA
638
Bromfield Sneider Wealth Advisors
Massachusetts
$181K +$94.2K +918 +109%
AWM
639
Accel Wealth Management
Iowa
$175K
GWM
640
Geneos Wealth Management
Colorado
$173K -$18.4K -180 -10%
TCOV
641
Trust Company of Vermont
Vermont
$164K
TFS
642
TrustCore Financial Services
Tennessee
$164K +$12.3K +120 +8%
DCBT
643
Dakota Community Bank & Trust
North Dakota
$160K +$160K +1,563 New
ADL
644
Asset Dedication LLC
California
$159K +$159K +1,546 New
OIA
645
Optimum Investment Advisors
Illinois
$154K
CHA
646
Carmichael Hill & Associates
Maryland
$138K
BWA
647
BDO Wealth Advisors
Florida
$133K
TCWA
648
Ten Capital Wealth Advisors
Washington
$128K
PP
649
Pacifica Partners
Canada
$120K
CQS
650
Credential Qtrade Securities
$120K