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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
651
Bangor Savings Bank
Maine
$239K
MCCP
652
Mission Creek Capital Partners
California
$238K +$733 +7 +0.3%
FCM
653
Family Capital Management
Michigan
$237K
PB
654
Pinnacle Bancorp
Nebraska
$237K -$227K -2,165 -49%
PWA
655
Pillar Wealth Advisors
Pennsylvania
$236K -$131K -1,252 -36%
AWA
656
Arete Wealth Advisors
Illinois
$235K
MWM
657
Meridian Wealth Management
Kentucky
$235K -$53.9K -515 -19%
BBWP
658
Beacon Bridge Wealth Partners
Pennsylvania
$233K -$211K -2,015 -48%
BWP
659
Baldwin Wealth Partners
Massachusetts
$232K +$232K +2,215 New
AIP
660
Almanack Investment Partners
Pennsylvania
$232K -$52.3K -500 -18%
NFG
661
Nations Financial Group
Iowa
$228K +$228K +2,179 New
BSWM
662
Boston Standard Wealth Management
Massachusetts
$227K +$629 +6 +0.3%
T
663
TRUADVICE
Florida
$225K +$225K +2,161 New
OFP
664
OLIO Financial Planning
Virginia
$225K +$225K +2,148 New
CFA
665
Cahill Financial Advisors
Minnesota
$222K +$523 +5 +0.2%
SWA
666
Sax Wealth Advisors
New Jersey
$220K
RGC
667
Roberts, Glore & Co
Illinois
$220K
TCA
668
Transcend Capital Advisors
New Jersey
$217K -$157K -1,498 -42%
PG
669
Proffitt & Goodson
Tennessee
$213K -$241K -2,307 -53%
AAS
670
Ameritas Advisory Services
Nebraska
$212K -$199K -1,910 -48%
CBFP
671
Cedar Brook Financial Partners
Ohio
$210K -$170K -1,625 -45%
DADC
672
D.A. Davidson & Co
Montana
$210K +$419 +4 +0.2%
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$209K
SMA
674
Sage Mountain Advisors
Georgia
$209K
GCM
675
Gallacher Capital Management
Colorado
$205K