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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
626
Luther King Capital Management (LKCM)
Texas
$260K -$302K
ACA
627
Atlas Capital Advisors
Wyoming
$258K
WFAG
628
Worth Financial Advisory Group
North Carolina
$257K -$261K -2,540 -50%
WWP
629
WR Wealth Planners
Missouri
$253K -$6.79K -66 -3%
DCM
630
Donaldson Capital Management
Indiana
$253K
WPW
631
Watershed Private Wealth
Illinois
$246K +$4.11K +40 +2%
OFP
632
OLIO Financial Planning
Virginia
$246K +$18.6K +181 +8%
FIB
633
First Interstate Bank
Montana
$244K
OWA
634
Opal Wealth Advisors
New York
$242K -$48.6K -472 -17%
FCM
635
Firestone Capital Management
Florida
$241K +$720 +7 +0.3%
WMA
636
West Michigan Advisors
Michigan
$239K +$22.7K +221 +10%
CPRC
637
Consolidated Portfolio Review Corp
New York
$239K
CCM
638
Coldstream Capital Management
Washington
$236K
BWM
639
BCS Wealth Management
Tennessee
$236K +$236K +2,292 New
BSB
640
Bangor Savings Bank
Maine
$235K
CFO
641
Collective Family Office
Pennsylvania
$235K +$33.3K +324 +17%
FCM
642
Family Capital Management
Michigan
$233K
HNWA
643
Henrickson Nauta Wealth Advisors
Michigan
$232K +$232K +2,253 New
AWA
644
Arete Wealth Advisors
Illinois
$231K -$5.66K -55 -2%
KWS
645
Keystone Wealth Services
California
$230K +$1.13K +11 +0.5%
HSWM
646
Hubbell Strickland Wealth Management
Louisiana
$229K -$21.9K -213 -9%
MCCP
647
Mission Creek Capital Partners
California
$229K -$514 -5 -0.2%
PMG
648
ProVise Management Group
Florida
$229K -$350K -3,403 -60%
TC
649
Trust Company
Kansas
$228K +$26.5K +258 +13%
BWP
650
Baldwin Wealth Partners
Massachusetts
$228K