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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HG
626
Harbor Group
New Hampshire
$290K +$1.06K +10 +0.4%
EAM
627
Eagle Asset Management
Florida
$287K +$287K +2,717 New
First Manhattan
628
First Manhattan
New York
$287K
OWP
629
ORG Wealth Partners
Texas
$283K +$283K +2,666 New
IFPL
630
Investments & Financial Planning LLC
Kentucky
$282K -$4.25K -40 -1%
WA
631
Wealthstream Advisors
New York
$282K
CFO
632
CVA Family Office
Colorado
$281K +$77.5K +730 +38%
BWP
633
Baldwin Wealth Partners
Massachusetts
$280K +$280K +2,640 New
AC
634
ASB Consultores
Florida
$278K -$18.4K -173 -6%
TF
635
Theory Financial
Colorado
$277K -$194K -1,843 -41%
EP
636
Essential Planning
New Hampshire
$277K
EIA
637
Edgemoor Investment Advisors
Maryland
$275K
AFP
638
Ausdal Financial Partners
Iowa
$270K +$270K +2,539 New
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$266K -$196K -1,845 -42%
Pathstone Holdings
640
Pathstone Holdings
New Jersey
$266K -$4.14K -39 -2%
DWM
641
Dopkins Wealth Management
New York
$264K
NWM
642
Napa Wealth Management
California
$263K -$218K -2,049 -45%
CAL
643
Capital Advisors Ltd
Ohio
$260K -$163K -1,541 -39%
BW
644
Bison Wealth
Georgia
$257K -$121K -1,142 -32%
CIP
645
Capital Insight Partners
Arizona
$255K -$225K -2,121 -47%
FCM
646
Firestone Capital Management
Florida
$254K +$1.27K +12 +0.5%
FPW
647
Flagship Private Wealth
Massachusetts
$251K +$251K +2,367 New
HS
648
Horan Securities
United States
$251K -$6.37K -60 -2%
NS
649
NBC Securities
Alabama
$250K +$94.8K +894 +61%
OWA
650
Opal Wealth Advisors
New York
$250K