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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CT
651
Clearstead Trust
Maine
$220K +$170K +1,628 +339%
WMA
652
West Michigan Advisors
Michigan
$219K +$16.3K +157 +8%
SI
653
Stephens Inc
Arkansas
$217K -$2.07M -19,903 -91%
TCA
654
Transcend Capital Advisors
New Jersey
$216K +$936 +9 +0.4%
NFG
655
Nations Financial Group
Iowa
$216K -$10.6K -102 -5%
MFG
656
Merit Financial Group
Georgia
$212K -$26.2K -252 -11%
PG
657
Proffitt & Goodson
Tennessee
$211K
ATC
658
Argent Trust Co
Tennessee
$209K +$209K +2,012 New
DADC
659
D.A. Davidson & Co
Montana
$209K +$312 +3 +0.1%
FPCP
660
Fort Point Capital Partners
California
$208K -$1.63M -15,697 -89%
SMA
661
Sage Mountain Advisors
Georgia
$208K
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$208K
LWM
663
Lyell Wealth Management
California
$208K +$208K +2,000 New
MFC
664
Morris Financial Concepts
South Carolina
$208K +$81.8K +786 +65%
SFA
665
Source Financial Advisors
New York
$204K -$41.8K -402 -17%
GCM
666
Gallacher Capital Management
Colorado
$204K
TC
667
Trust Company
Kansas
$204K +$15.5K +149 +8%
CFO
668
Collective Family Office
Pennsylvania
$204K -$63.9K -614 -24%
RGC
669
Roberts, Glore & Co
Illinois
$203K -$15.6K -150 -7%
BFA
670
BMS Financial Advisors
South Dakota
$203K -$112K -1,079 -36%
SIC
671
Sterling Investment Counsel
New York
$202K
FPGK
672
Financial Partners Group (Kansas)
Kansas
$202K +$202K +1,946 New
PCMC
673
Private Capital Management (Colorado)
Colorado
$196K -$73K -702 -27%
GIA
674
Goodwin Investment Advisory
Georgia
$190K
CSWM
675
Cassady Schiller Wealth Management
Ohio
$186K