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iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MW
626
Maia Wealth
Colorado
$282K +$282K +2,692 New
First Manhattan
627
First Manhattan
New York
$282K
IFPL
628
Investments & Financial Planning LLC
Kentucky
$282K -$13.6K -130 -5%
WA
629
Wealthstream Advisors
New York
$277K +$16.6K +159 +6%
AIS
630
American Investment Services
Massachusetts
$276K +$276K +2,640 New
AWM
631
Accurate Wealth Management
Florida
$273K -$210 -2 -0.1%
EP
632
Essential Planning
New Hampshire
$273K
CFS
633
Coordinated Financial Services
Colorado
$272K +$53.5K +512 +25%
EIA
634
Edgemoor Investment Advisors
Maryland
$270K +$270K +2,585 New
Pathstone Holdings
635
Pathstone Holdings
New Jersey
$266K -$138K -1,323 -34%
HPFG
636
Hart & Patterson Financial Group
Massachusetts
$262K -$13.6K -130 -5%
PCS
637
Private Client Services
Kentucky
$262K +$262K +2,502 New
TFG
638
Team Financial Group
California
$261K +$941 +9 +0.4%
WFAG
639
Worth Financial Advisory Group
North Carolina
$261K
DWM
640
Dopkins Wealth Management
New York
$260K
HS
641
Horan Securities
United States
$253K +$48.1K +460 +23%
CAC
642
Certified Advisory Corp
Florida
$249K +$48K +459 +24%
FCM
643
Firestone Capital Management
Florida
$248K +$1.26K +12 +0.5%
WPW
644
Watershed Private Wealth
Illinois
$248K -$14.4K -138 -5%
HSBC Holdings
645
HSBC Holdings
United Kingdom
$246K -$89.8K -859 -27%
OWA
646
Opal Wealth Advisors
New York
$246K
PTC
647
Private Trust Company
Ohio
$242K -$36.5K -349 -13%
PCA
648
Prosperity Capital Advisors
Ohio
$242K +$37.4K +358 +18%
CM
649
Columbus Macro
Pennsylvania
$241K +$7.43K +71 +3%
AWA
650
Arete Wealth Advisors
Illinois
$237K +$237K +2,266 New