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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPG
626
Resource Planning Group
Georgia
$311K +$311K +2,951 New
BA
627
Ballast Advisors
Minnesota
$309K -$113K -1,075 -27%
FCI
628
Financial Counselors Inc
Kansas
$307K -$428K -4,061 -58%
BFO
629
Boston Family Office
Massachusetts
$306K
DCM
630
Donaldson Capital Management
Indiana
$303K +$43.9K +416 +17%
CPL
631
CAP Partners LLC
Tennessee
$300K +$300K +2,848 New
UB
632
UMB Bank
Missouri
$300K +$288K +2,733 +2,377%
AI
633
Auour Investments
Massachusetts
$300K -$88.7K -846 -23%
MFC
634
Morris Financial Concepts
South Carolina
$300K +$31.6K +300 +12%
KA
635
Kovack Advisors
Florida
$296K -$148K -1,405 -33%
EFG
636
Ethos Financial Group
Pennsylvania
$293K +$293K +2,778 New
TW
637
Traveka Wealth
California
$293K +$293K +2,778 New
AWA
638
Alta Wealth Advisors
Massachusetts
$292K
CASB
639
Cape Ann Savings Bank
Massachusetts
$290K
HNWA
640
Henrickson Nauta Wealth Advisors
Michigan
$290K +$52.3K +496 +22%
WIA
641
World Investment Advisors
California
$289K -$204K -1,936 -41%
TC
642
Trust Company
Kansas
$288K +$54.8K +520 +23%
EL
643
EWA LLC
Pennsylvania
$286K +$2.62K +25 +0.9%
First Manhattan
644
First Manhattan
New York
$285K
HG
645
Harbor Group
New Hampshire
$282K +$282K +2,674 New
Fiera Capital (Canada)
646
Fiera Capital (Canada)
Quebec, Canada
$280K +$280K +2,659 New
PTC
647
Private Trust Company
Ohio
$280K -$435K -4,130 -61%
WAG
648
Winthrop Advisory Group
Massachusetts
$280K
NFG
649
Nations Financial Group
Iowa
$279K +$60.3K +572 +28%
MCA
650
MSH Capital Advisors
Arizona
$277K -$57.6K -546 -17%