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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RB
626
Renasant Bank
Mississippi
$270K
RIG
627
RiverFront Investment Group
Virginia
$270K +$270K +2,579 New
CFO
628
Collective Family Office
Pennsylvania
$269K +$61.9K +591 +30%
PI
629
PFG Investments
New York
$268K +$268K +2,557 New
RIA
630
Realta Investment Advisors
Delaware
$267K -$109K -1,045 -29%
WWP
631
WR Wealth Planners
Missouri
$265K -$8.17K -78 -3%
VC
632
Veracity Capital
Georgia
$263K -$277K -2,651 -51%
SVWAG
633
Sound View Wealth Advisors Group
Georgia
$262K +$262K +2,500 New
FRA
634
Frank Rimerman Advisors
California
$261K +$49.9K +477 +24%
AWM
635
Apollon Wealth Management
South Carolina
$258K -$75.4K -720 -23%
CFS
636
CRA Financial Services
New Jersey
$258K +$258K +2,468 New
EWM
637
Endurance Wealth Management
Rhode Island
$258K
SW
638
SteelPeak Wealth
California
$256K -$1.91M -18,291 -88%
SFA
639
Source Financial Advisors
New York
$248K -$672K -6,422 -73%
WDG
640
Wealth Dimensions Group
Ohio
$247K
PJSIMP
641
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K +$36K +345 +17%
CPRC
642
Consolidated Portfolio Review Corp
New York
$243K +$243K +2,322 New
FCM
643
Firestone Capital Management
Florida
$243K +$628 +6 +0.3%
MWC
644
MBM Wealth Consultants
Missouri
$243K
FWP
645
Firethorn Wealth Partners
Georgia
$242K -$45.7K -440 -16%
FCAM
646
First Citizens Asset Management
North Carolina
$242K +$242K +2,312 New
FFM
647
Flagstone Financial Management
Nebraska
$241K -$102K -975 -30%
CCM
648
Coldstream Capital Management
Washington
$241K
MFG
649
Merit Financial Group
Georgia
$240K +$13.9K +133 +6%
PFBT
650
Parkside Financial Bank & Trust
Missouri
$240K +$240K +2,289 New