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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
626
Donaldson Capital Management
Indiana
$256K -$49.9K -480 -16%
SW
627
SteelPeak Wealth
California
$255K
HSWM
628
Hubbell Strickland Wealth Management
Louisiana
$254K -$64.3K -618 -20%
LA
629
LexAurum Advisors
Kansas
$252K -$419K -4,025 -62%
FFM
630
Flagstone Financial Management
Nebraska
$248K +$9.16K +88 +4%
Fisher Asset Management
631
Fisher Asset Management
Washington
$248K +$248K +2,385 New
FIB
632
First Interstate Bank
Montana
$246K -$330K -3,174 -57%
MWM
633
Mattern Wealth Management
Kansas
$245K -$68.4K -657 -22%
WPW
634
Watershed Private Wealth
Illinois
$245K +$245K +2,355 New
FCM
635
Firestone Capital Management
Florida
$243K +$1.35K +13 +0.6%
CPRC
636
Consolidated Portfolio Review Corp
New York
$242K
AWA
637
Arete Wealth Advisors
Illinois
$240K +$5.73K +55 +2%
CCM
638
Coldstream Capital Management
Washington
$239K
PFBT
639
Parkside Financial Bank & Trust
Missouri
$238K
BSB
640
Bangor Savings Bank
Maine
$238K
FCM
641
Family Capital Management
Michigan
$236K
PWA
642
Pillar Wealth Advisors
Pennsylvania
$235K
RFG
643
RFP Financial Group
Georgia
$234K +$133K +1,282 +133%
MCCP
644
Mission Creek Capital Partners
California
$232K -$4.27K -41 -2%
KWS
645
Keystone Wealth Services
California
$231K -$294K -2,824 -56%
BWP
646
Baldwin Wealth Partners
Massachusetts
$230K
OFP
647
OLIO Financial Planning
Virginia
$230K +$6.76K +65 +3%
SS
648
Sunbelt Securities
Texas
$223K +$22K +211 +11%
AFP
649
Ausdal Financial Partners
Iowa
$222K +$222K +2,134 New
LIA
650
LifePlan Investment Advisors
North Carolina
$221K +$221K +2,128 New