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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Market Value Shares Shares
Change
Shares
Change %
OPW
651
Oxler Private Wealth
New York
RA
652
Rise Advisors
New York
$111K 1,079 -98 -8%
MCC
653
Money Concepts Capital
Florida
$104K 1,016 +666 +190%
CFB
654
Cullen/Frost Bankers
Texas
$101K 983 -182 -16%
DIP
655
DT Investment Partners
Pennsylvania
$99K 965 +965 New
WTA
656
Washington Trust Advisors
Massachusetts
$97K 945
PA
657
Parallel Advisors
California
$96K 934 +280 +43%
Fidelity Investments
658
Fidelity Investments
Massachusetts
$92K 895 +136 +18%
SC
659
SouthState Corp
Florida
$89K 865
SSC
660
Syverson Strege & Co
Iowa
$80K 781 +781 New
IWMA
661
Ironwood Wealth Management (Arizona)
Arizona
$73K 702
CIAS
662
Capital Investment Advisory Services
North Carolina
$71K 696
BC
663
Bartlett & Co
Ohio
$62K 600
PTC
664
Private Trust Company
Ohio
$62K 605 +271 +81%
BCWM
665
Bartlett & Co Wealth Management
Ohio
$61.6K 600
RTC
666
Riverview Trust Company
Washington
$60K 589 -4,669 -89%
VCM
667
Vigilant Capital Management
Maine
$56K 550 +550 New
Bank of Montreal
668
Bank of Montreal
Ontario, Canada
$55.4K 533,489 +27,209 +5%
GRP
669
Global Retirement Partners
California
$52K 509 +93 +22%
AWM
670
AllSquare Wealth Management
New York
$51K 500
PFBT
671
Parkside Financial Bank & Trust
Missouri
$50K 490
SWM
672
Sugarloaf Wealth Management
Georgia
$48K 459
TFGT
673
TS Financial Group (TSFG)
Illinois
$48K 463
SAM
674
Strategic Asset Management
Minnesota
$48K 472 +1 +0.2%
RIA
675
Realta Investment Advisors
Delaware
$47K 455 +455 New