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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HG
626
Harbor Group
New Hampshire
$280K
PTC
627
Private Trust Company
Ohio
$279K +$1.05K +10 +0.4%
WAG
628
Winthrop Advisory Group
Massachusetts
$278K
BWP
629
Baldwin Wealth Partners
Massachusetts
$276K +$44.5K +425 +19%
HPFG
630
Hart & Patterson Financial Group
Massachusetts
$276K +$2.2K +21 +0.8%
MCA
631
MSH Capital Advisors
Arizona
$276K +$314 +3 +0.1%
EP
632
Essential Planning
New Hampshire
$275K
AWM
633
Accurate Wealth Management
Florida
$272K +$10.4K +99 +4%
FAIM
634
Financial Advocates Investment Management
Washington
$269K +$269K +2,812 New
BBA
635
Braun-Bostich & Associates
Pennsylvania
$264K -$264K -2,524 -50%
WPW
636
Watershed Private Wealth
Illinois
$263K -$6.81K -65 -3%
WFAG
637
Worth Financial Advisory Group
North Carolina
$262K
WA
638
Wealthstream Advisors
New York
$261K +$21.9K +209 +9%
TFG
639
Team Financial Group
California
$261K -$10.3K -98 -4%
DWM
640
Dopkins Wealth Management
New York
$260K +$260K +2,484 New
TSS
641
Two Sigma Securities
New York
$260K -$359K -3,425 -58%
WTB
642
Washington Trust Bank
Washington
$258K -$563K -5,375 -69%
WC
643
Whitney & Co
New York
$257K +$11K +105 +4%
SWM
644
SigFig Wealth Management
California
$252K -$5.55K -53 -2%
GA
645
GoalVest Advisory
New York
$249K +$178K +1,695 +248%
PIA
646
Pinion Investment Advisors
Kansas
$249K +$249K +2,379 New
FCM
647
Firestone Capital Management
Florida
$248K +$838 +8 +0.3%
OWA
648
Opal Wealth Advisors
New York
$246K
9WM
649
9258 Wealth Management
Ohio
$245K +$3.25K +31 +1%
AFG
650
Atomi Financial Group
New York
$242K +$242K +2,310 New